Goodman Advisory Group’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Goodman Advisory Group’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	$8.73M	Sell	92,283 -7,566	-8%	-$716K	2.01%	20
2026 Q1	$9.53M	Sell	99,849 -3,604	-3%	-$347K	2.47%	12
2025 Q4	$9.95M	Buy	103,453 +6,760	+7%	+$654K	2.45%	12
2025 Q3	$9.33M	Buy	96,693 +40,860	+73%	+$3.91M	2.32%	14
2025 Q2	$5.35M	Buy	+55,833	New	+$5.28M	1.82%	20
2024 Q4	–	Sell	-7	Closed	-$687	–	106
2024 Q3	$687	Buy	+7	New	+$677	﹤0.01%	190

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 22.96% 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

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Goodman Advisory Group's IEF Position: Q2 2026 in Review

Goodman Advisory Group reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 7.6% in Q2 2026, selling an estimated $716K and leaving 92,283 shares worth $8.73M. The position accounts for 2.01% of the portfolio, ranked #20.

Goodman Advisory Group first reported a position in IEF in Q3 2024 and has held it in 6 quarters since. The position peaked at $9.95M in Q4 2025. 1,137 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Goodman Advisory Group held 92,283 shares of iShares 7-10 Year Treasury Bond ETF worth $8.73M as of Q2 2026.
Goodman Advisory Group sold 7,566 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $716K.
iShares 7-10 Year Treasury Bond ETF made up 2.01% of Goodman Advisory Group's portfolio in Q2 2026, its #20 holding.
Goodman Advisory Group first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2024 and has held it in 6 quarters since.
Goodman Advisory Group's iShares 7-10 Year Treasury Bond ETF position peaked at $9.95M in Q4 2025.
1,137 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Goodman Advisory Group's 13F filing for Q2 2026, filed 12 Aug 2026.