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

Integrity Financial’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
Q3 		$20K Buy
+224
New +$20.7K 0.01% 228
2025
Q2 		– Sell
-80
Closed -$7.63K – 298
2025
Q1 		$7.63K Buy
+80
New +$7.48K ﹤0.01% 234
2022
Q4 		– Sell
-14
Closed -$1K – 214
2022
Q3 		$1K Buy
+14
New +$1.42K ﹤0.01% 194

Other funds holding IEF

Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return
Wilshire Advisors
Wilshire Advisors Santa Monica, California $44.5B AUM 9.21% 1-Year Est. Return

Integrity Financial's IEF Position: Q3 2026 in Review

Integrity Financial opened a new position in iShares 7-10 Year Treasury Bond ETF (IEF) in Q3 2026: 224 shares worth $20K. The stake represents 0.01% of the portfolio and ranks #228 among its holdings. This is a return to the name: Integrity Financial previously reported a position in IEF as recently as Q1 2025.

Integrity Financial first reported a position in IEF in Q3 2022 and has held it in 3 quarters since. 990 funds tracked by Wall St. Rank hold IEF as of Q3 2026.

  • Integrity Financial held 224 shares of iShares 7-10 Year Treasury Bond ETF worth $20K as of Q3 2026.
  • iShares 7-10 Year Treasury Bond ETF was a new Integrity Financial position in Q3 2026.
  • iShares 7-10 Year Treasury Bond ETF made up 0.01% of Integrity Financial's portfolio in Q3 2026, its #228 holding.
  • Integrity Financial first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2022 and has held it in 3 quarters since.
  • 990 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2026.

Based on Integrity Financial's 13F filing for Q3 2026, filed 13 Nov 2026.