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Larry Mathis Financial Planning’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Larry Mathis Financial Planning’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 		– Sell
-5,924
Closed -$565K – 163
2026
Q1 		$565K Buy
5,924
+1,113
+23% +$107K 0.51% 48
2025
Q4 		$463K Buy
+4,811
New +$466K 0.41% 74

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

Larry Mathis Financial Planning's IEF Position: Q2 2026 in Review

Larry Mathis Financial Planning sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q2 2026, closing a stake of 5,924 shares — an estimated $565K sold.

Larry Mathis Financial Planning first reported a position in IEF in Q4 2025 and held it in 2 quarters. The position peaked at $565K in Q1 2026. 1,136 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

  • Larry Mathis Financial Planning reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Larry Mathis Financial Planning sold 5,924 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $565K.
  • Larry Mathis Financial Planning first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2025 and held it in 2 quarters.
  • Larry Mathis Financial Planning's iShares 7-10 Year Treasury Bond ETF position peaked at $565K in Q1 2026.
  • 1,136 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Larry Mathis Financial Planning's 13F filing for Q2 2026, filed 17 Jul 2026.