IFG
IEF icon

Independent Financial Group’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Independent Financial 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 		$3.71M Buy
39,219
+25,044
+177% +$2.37M 0.07% 284
2026
Q1 		$1.35M Sell
14,175
-60
-0.4% -$5.77K 0.03% 526
2025
Q4 		$1.37M Sell
14,235
-1,051
-7% -$102K 0.03% 517
2025
Q3 		$1.47M Sell
15,286
-32,406
-68% -$3.1M 0.04% 483
2025
Q2 		$4.57M Buy
47,692
+33,502
+236% +$3.17M 0.13% 154
2025
Q1 		$1.35M Sell
14,190
-516
-4% -$48.3K 0.05% 395
2024
Q4 		$1.36M Sell
14,706
-234
-2% -$22.1K 0.05% 394
2024
Q3 		$1.47M Sell
14,940
-4,570
-23% -$442K 0.05% 342
2024
Q2 		$1.83M Buy
19,510
+8,988
+85% +$835K 0.07% 251
2024
Q1 		$996K Buy
10,522
+1,172
+13% +$111K 0.05% 379
2023
Q4 		$901K Buy
9,350
+3,187
+52% +$295K 0.05% 385
2023
Q3 		$564K Sell
6,163
-695
-10% -$65.5K 0.04% 456
2023
Q2 		$662K Buy
6,858
+1,448
+27% +$142K 0.05% 406
2023
Q1 		$536K Buy
5,410
+2,959
+121% +$289K 0.04% 438
2022
Q4 		$235K Sell
2,451
-119
-5% -$11.4K 0.02% 660
2022
Q3 		$247K Sell
2,570
-269
-9% -$27.3K 0.02% 597
2022
Q2 		$291K Sell
2,839
-7,685
-73% -$789K 0.03% 513
2022
Q1 		$1.13M Buy
10,524
+2,469
+31% +$274K 0.09% 220
2021
Q4 		$926K Buy
8,055
+4,808
+148% +$553K 0.08% 269
2021
Q3 		$374K Sell
3,247
-443
-12% -$51.8K 0.04% 452
2021
Q2 		$426K Sell
3,690
-1,426
-28% -$163K 0.05% 416
2021
Q1 		$578K Sell
5,116
-935
-15% -$109K 0.07% 299
2020
Q4 		$726K Sell
6,051
-240
-4% -$28.9K 0.11% 220
2020
Q3 		$766K Buy
6,291
+27
+0.4% +$3.29K 0.14% 160
2020
Q2 		$763K Buy
6,264
+99
+2% +$12K 0.17% 156
2020
Q1 		$749K Buy
+6,165
New +$710K 0.22% 117

Other funds holding IEF

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Raymond James Financial
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

Independent Financial Group's IEF Position: Q2 2026 in Review

Independent Financial Group increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 177% in Q2 2026, buying an estimated $2.37M and bringing the position to 39,219 shares worth $3.71M. The position accounts for 0.07% of the portfolio, ranked #284.

Independent Financial Group first reported a position in IEF in Q1 2020 and has held it in 26 quarters since. The position peaked at $4.57M in Q2 2025. 1,136 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

  • Independent Financial Group held 39,219 shares of iShares 7-10 Year Treasury Bond ETF worth $3.71M as of Q2 2026.
  • Independent Financial Group bought 25,044 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $2.37M.
  • iShares 7-10 Year Treasury Bond ETF made up 0.07% of Independent Financial Group's portfolio in Q2 2026, its #284 holding.
  • Independent Financial Group first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2020 and has held it in 26 quarters since.
  • Independent Financial Group's iShares 7-10 Year Treasury Bond ETF position peaked at $4.57M in Q2 2025.
  • 1,136 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.