BFC Planning, Inc.’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

BFC Planning, Inc.’s Portfolio IEF Stock Details IEF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.36M	Buy	46,126 +2,305	+5%	+$218K	0.18%	121
2026 Q1	$4.18M	Buy	43,821 +1,900	+5%	+$183K	0.19%	107
2025 Q4	$4.03M	Buy	41,921 +38,918	+1,296%	+$3.77M	0.18%	116
2025 Q3	$290K	Sell	3,003 -50	-2%	-$4.78K	0.02%	544
2025 Q2	$292K	Buy	3,053 +298	+11%	+$28.2K	0.02%	496
2025 Q1	$263K	Buy	2,755 +117	+4%	+$10.9K	0.02%	516
2024 Q4	$244K	Buy	+2,638	New	+$249K	0.02%	536

Other funds holding IEF

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

BFC Planning, Inc.'s IEF Position: Q2 2026 in Review

BFC Planning, Inc. increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 5.3% in Q2 2026, buying an estimated $218K and bringing the position to 46,126 shares worth $4.36M. The position accounts for 0.18% of the portfolio, ranked #121.

BFC Planning, Inc. first reported a position in IEF in Q4 2024 and has held it in 7 quarters since. 1,147 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

BFC Planning, Inc. held 46,126 shares of iShares 7-10 Year Treasury Bond ETF worth $4.36M as of Q2 2026.
BFC Planning, Inc. bought 2,305 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $218K.
iShares 7-10 Year Treasury Bond ETF made up 0.18% of BFC Planning, Inc.'s portfolio in Q2 2026, its #121 holding.
BFC Planning, Inc. first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2024 and has held it in 7 quarters since.
1,147 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.