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 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

BTI

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

Peavine Capital Reno, Nevada $472M AUM 9.2% 1-Year Est. Return

WCM

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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

MSCM

McElhenny Sheffield Capital Management Dallas, Texas $404M AUM 19.8% 1-Year Est. Return

WAP

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

AAG

Avalon Advisory Group Wexford, Pennsylvania $271M AUM 14.44% 1-Year Est. Return

Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return

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.