Miller Financial Services’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$6.54M Buy
69,200
+11,355
+20% +$1.07M 5.27% 2
2026
Q1
$5.52M Buy
57,845
+10,428
+22% +$1M 6.04% 1
2025
Q4
$4.56M Buy
47,417
+6,798
+17% +$658K 5.35% 1
2025
Q3
$3.92M Buy
40,619
+3,474
+9% +$332K 4.53% 2
2025
Q2
$3.56M Buy
37,145
+6,061
+19% +$573K 4.53% 2
2025
Q1
$2.96M Sell
31,084
-297
-0.9% -$27.8K 4.26% 3
2024
Q4
$2.9M Buy
+31,381
New +$2.96M 2.45% 6

Other funds holding IEF

Miller Financial Services's IEF Position: Q2 2026 in Review

Miller Financial Services increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 20% in Q2 2026, buying an estimated $1.07M and bringing the position to 69,200 shares worth $6.54M. The position accounts for 5.27% of the portfolio, ranked #2.

Miller Financial Services first reported a position in IEF in Q4 2024 and has held it in 7 quarters since. 452 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

  • Miller Financial Services held 69,200 shares of iShares 7-10 Year Treasury Bond ETF worth $6.54M as of Q2 2026.
  • Miller Financial Services bought 11,355 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $1.07M.
  • iShares 7-10 Year Treasury Bond ETF made up 5.27% of Miller Financial Services's portfolio in Q2 2026, its #2 holding.
  • Miller Financial Services first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • 452 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Miller Financial Services's 13F filing for Q2 2026, filed 29 Jul 2026.