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

Lockerman 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	$535K	Buy	5,658 +2,174	+62%	+$206K	0.82%	37
2026 Q1	$333K	Buy	3,484 +236	+7%	+$22.7K	0.6%	50
2025 Q4	$312K	Sell	3,248 -68	-2%	-$6.58K	0.6%	53
2025 Q3	$320K	Buy	+3,316	New	+$317K	0.4%	83
2023 Q2	–	Sell	-3,010	Closed	-$298K	–	80
2023 Q1	$298K	Buy	+3,010	New	+$294K	0.82%	39

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

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

Lockerman Financial Group increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 62% in Q2 2026, buying an estimated $206K and bringing the position to 5,658 shares worth $535K. The position accounts for 0.82% of the portfolio, ranked #37.

Lockerman Financial Group first reported a position in IEF in Q1 2023 and has held it in 5 quarters since. 1,136 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Lockerman Financial Group held 5,658 shares of iShares 7-10 Year Treasury Bond ETF worth $535K as of Q2 2026.
Lockerman Financial Group bought 2,174 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $206K.
iShares 7-10 Year Treasury Bond ETF made up 0.82% of Lockerman Financial Group's portfolio in Q2 2026, its #37 holding.
Lockerman Financial Group first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2023 and has held it in 5 quarters since.
1,136 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Lockerman Financial Group's 13F filing for Q2 2026, filed 16 Jul 2026.