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

Magnus 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 Q1	–	Sell	-5,266	Closed	-$506K	–	399
2025 Q4	$506K	Sell	5,266 -120	-2%	-$11.6K	0.04%	257
2025 Q3	$520K	Sell	5,386 -415	-7%	-$39.7K	0.04%	255
2025 Q2	$556K	Buy	5,801 +562	+11%	+$53.1K	0.05%	217
2025 Q1	$500K	Buy	5,239 +2,278	+77%	+$213K	0.05%	226
2024 Q4	$274K	Sell	2,961 -4,308	-59%	-$407K	0.03%	289
2024 Q3	$713K	Buy	7,269 +3,476	+92%	+$336K	0.07%	176
2024 Q2	$355K	Buy	+3,793	New	+$352K	0.04%	236

Other funds holding IEF

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Magnus Financial Group's IEF Position: Q1 2026 in Review

Magnus Financial Group sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q1 2026, closing a stake of 5,266 shares — an estimated $506K sold.

Magnus Financial Group first reported a position in IEF in Q2 2024 and held it in 7 quarters. The position peaked at $713K in Q3 2024. 1,115 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

Magnus Financial Group reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q1 2026 after selling out during the quarter.
Magnus Financial Group sold 5,266 iShares 7-10 Year Treasury Bond ETF shares in Q1 2026, an estimated $506K.
Magnus Financial Group first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2024 and held it in 7 quarters.
Magnus Financial Group's iShares 7-10 Year Treasury Bond ETF position peaked at $713K in Q3 2024.
1,115 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2026.

Based on Magnus Financial Group's 13F filing for Q1 2026, filed 10 Apr 2026.