Keating Financial Advisory Services’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Keating Financial Advisory Services’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	$1.22M	Buy	12,889 +697	+6%	+$66K	0.16%	92
2026 Q1	$1.16M	Buy	12,192 +506	+4%	+$48.7K	0.19%	82
2025 Q4	$1.12M	Buy	+11,686	New	+$1.13M	0.15%	117

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

Keating Financial Advisory Services's IEF Position: Q2 2026 in Review

Keating Financial Advisory Services increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 5.7% in Q2 2026, buying an estimated $66K and bringing the position to 12,889 shares worth $1.22M. The position accounts for 0.16% of the portfolio, ranked #92.

Keating Financial Advisory Services first reported a position in IEF in Q4 2025 and has held it in 3 quarters since. 1,137 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Keating Financial Advisory Services held 12,889 shares of iShares 7-10 Year Treasury Bond ETF worth $1.22M as of Q2 2026.
Keating Financial Advisory Services bought 697 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $66K.
iShares 7-10 Year Treasury Bond ETF made up 0.16% of Keating Financial Advisory Services's portfolio in Q2 2026, its #92 holding.
Keating Financial Advisory Services first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2025 and has held it in 3 quarters since.
1,137 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Keating Financial Advisory Services's 13F filing for Q2 2026, filed 11 Aug 2026.