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

Larson 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	$153K	Buy	1,622 +41	+3%	+$3.88K	﹤0.01%	967
2026 Q1	$151K	Sell	1,581 -271	-15%	-$26.1K	﹤0.01%	816
2025 Q4	$178K	Sell	1,852 -54	-3%	-$5.22K	0.01%	734
2025 Q3	$184K	Buy	1,906 +276	+17%	+$26.4K	0.01%	715
2025 Q2	$156K	Hold	1,630	–	–	0.01%	712
2025 Q1	$155K	Sell	1,630 -1,668	-51%	-$156K	0.01%	677
2024 Q4	$305K	Buy	3,298 +1,662	+102%	+$157K	0.02%	476
2024 Q3	$161K	Sell	1,636 -473	-22%	-$45.7K	0.01%	630
2024 Q2	$198K	Buy	2,109 +472	+29%	+$43.9K	0.01%	471
2024 Q1	$155K	Sell	1,637 -323	-16%	-$30.6K	0.01%	462
2023 Q4	$189K	Sell	1,960 -380	-16%	-$35.1K	0.02%	371
2023 Q3	$214K	Hold	2,340	–	–	0.02%	313
2023 Q2	$226K	Sell	2,340 -1,821	-44%	-$179K	0.02%	301
2023 Q1	$412K	Buy	4,161 +3,691	+785%	+$361K	0.04%	228
2022 Q4	$45K	Buy	470 +295	+169%	+$28.3K	0.01%	539
2022 Q3	$17K	Hold	175	–	–	﹤0.01%	666
2022 Q2	$18K	Hold	175	–	–	﹤0.01%	566
2022 Q1	$19K	Sell	175 -438	-71%	-$48.6K	﹤0.01%	538
2021 Q4	$71K	Buy	613 +157	+34%	+$18K	0.01%	323
2021 Q3	$53K	Buy	456 +455	+45,500%	+$53.2K	0.01%	288
2021 Q2	$0	Hold	1	–	–	﹤0.01%	872
2021 Q1	$0	Hold	1	–	–	﹤0.01%	883
2020 Q4	$0	Hold	1	–	–	﹤0.01%	795
2020 Q3	$0	Hold	1	–	–	﹤0.01%	777
2020 Q2	$0	Hold	1	–	–	﹤0.01%	714
2020 Q1	$0	Sell	1 -7	-88%	-$806	﹤0.01%	586
2019 Q4	$1K	Buy	8 +1	+14%	+$111	﹤0.01%	516
2019 Q3	$1K	Hold	7	–	–	﹤0.01%	491
2019 Q2	$1K	Hold	7	–	–	﹤0.01%	443
2019 Q1	$1K	Hold	7	–	–	﹤0.01%	437
2018 Q4	$1K	Buy	+7	New	+$709	﹤0.01%	414

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

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

Larson Financial Group increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 2.6% in Q2 2026, buying an estimated $3.88K and bringing the position to 1,622 shares worth $153K. The position accounts for ﹤0.01% of the portfolio, ranked #967.

Larson Financial Group first reported a position in IEF in Q4 2018 and has held it in 31 quarters since. The position peaked at $412K in Q1 2023. 1,136 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Larson Financial Group held 1,622 shares of iShares 7-10 Year Treasury Bond ETF worth $153K as of Q2 2026.
Larson Financial Group bought 41 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $3.88K.
iShares 7-10 Year Treasury Bond ETF made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #967 holding.
Larson Financial Group first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2018 and has held it in 31 quarters since.
Larson Financial Group's iShares 7-10 Year Treasury Bond ETF position peaked at $412K in Q1 2023.
1,136 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.