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

Merit 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	$3.85M	Buy	40,738 +33,508	+463%	+$3.17M	0.02%	503
2026 Q1	$690K	Sell	7,230 -4,187	-37%	-$403K	0.01%	1180
2025 Q4	$1.1M	Buy	11,417 +9,202	+415%	+$890K	0.01%	902
2025 Q3	$214K	Buy	+2,215	New	+$212K	﹤0.01%	1640
2024 Q4	–	Sell	-3,194	Closed	-$313K	–	1174
2024 Q3	$313K	Buy	+3,194	New	+$309K	0.01%	661
2024 Q1	–	Sell	-6,537	Closed	-$630K	–	891
2023 Q4	$630K	Buy	+6,537	New	+$605K	0.02%	434
2023 Q3	–	Sell	-3,802	Closed	-$367K	–	765
2023 Q2	$367K	Buy	+3,802	New	+$374K	0.01%	540

Other funds holding IEF

BTI

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

WCM

Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

MATAURO New York $756M AUM 20.74% 1-Year Est. Return

CIM

CenturyLink Investment Management Denver, Colorado $129M AUM 11.15% 1-Year Est. Return

RBCM

Raub Brock Capital Management Larkspur, California $363M AUM 12.74% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

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

Merit Financial Group increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 463% in Q2 2026, buying an estimated $3.17M and bringing the position to 40,738 shares worth $3.85M. The position accounts for 0.02% of the portfolio, ranked #503.

Merit Financial Group first reported a position in IEF in Q2 2023 and has held it in 7 quarters since. 259 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Merit Financial Group held 40,738 shares of iShares 7-10 Year Treasury Bond ETF worth $3.85M as of Q2 2026.
Merit Financial Group bought 33,508 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $3.17M.
iShares 7-10 Year Treasury Bond ETF made up 0.02% of Merit Financial Group's portfolio in Q2 2026, its #503 holding.
Merit Financial Group first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2023 and has held it in 7 quarters since.
259 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.