Miller Financial Services
IEF icon

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

Miller Financial Services’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
Q3 		$8.18M Buy
91,613
+22,413
+32% +$2.07M 6.2% 1
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

Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return
Wilshire Advisors
Wilshire Advisors Santa Monica, California $44.5B AUM 9.21% 1-Year Est. Return

Miller Financial Services's IEF Position: Q3 2026 in Review

Miller Financial Services increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 32% in Q3 2026, buying an estimated $2.07M and bringing the position to 91,613 shares worth $8.18M. The position accounts for 6.2% of the portfolio, ranked #1.

Miller Financial Services first reported a position in IEF in Q4 2024 and has held it in 8 quarters since. 990 funds tracked by Wall St. Rank hold IEF as of Q3 2026.

  • Miller Financial Services held 91,613 shares of iShares 7-10 Year Treasury Bond ETF worth $8.18M as of Q3 2026.
  • Miller Financial Services bought 22,413 iShares 7-10 Year Treasury Bond ETF shares in Q3 2026, an estimated $2.07M.
  • iShares 7-10 Year Treasury Bond ETF made up 6.2% of Miller Financial Services's portfolio in Q3 2026, its #1 holding.
  • Miller Financial Services first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2024 and has held it in 8 quarters since.
  • 990 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2026.

Based on Miller Financial Services's 13F filing for Q3 2026, filed 20 Oct 2026.