Narus Financial Partners’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Narus Financial Partners’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	$712K	Buy	7,528 +306	+4%	+$29K	0.18%	86
2026 Q1	$689K	Buy	7,222 +72	+1%	+$6.93K	0.18%	82
2025 Q4	$688K	Buy	7,150 +30	+0.4%	+$2.9K	0.19%	78
2025 Q3	$687K	Sell	7,120 -907	-11%	-$86.7K	0.19%	79
2025 Q2	$769K	Sell	8,027 -625	-7%	-$59.1K	0.24%	64
2025 Q1	$825K	Buy	8,652 +14	+0.2%	+$1.31K	0.28%	59
2024 Q4	$799K	Sell	8,638 -4,597	-35%	-$434K	0.27%	61
2024 Q3	$1.3M	Buy	13,235 +1,269	+11%	+$123K	0.47%	43
2024 Q2	$1.12M	Sell	11,966 -939	-7%	-$87.2K	0.45%	47
2024 Q1	$1.22M	Buy	12,905 +155	+1%	+$14.7K	0.52%	41
2023 Q4	$1.23M	Sell	12,750 -3,263	-20%	-$302K	0.59%	33
2023 Q3	$1.47M	Sell	16,013 -58	-0.4%	-$5.47K	0.75%	25
2023 Q2	$1.55M	Sell	16,071 -1,128	-7%	-$111K	0.8%	23
2023 Q1	$1.7M	Sell	17,199 -192	-1%	-$18.8K	0.92%	22
2022 Q4	$1.67M	Buy	17,391 +14,645	+533%	+$1.41M	0.96%	22
2022 Q3	$264K	Buy	2,746 +400	+17%	+$40.6K	0.17%	85
2022 Q2	$240K	Buy	2,346 +319	+16%	+$32.7K	0.15%	90
2022 Q1	$218K	Buy	+2,027	New	+$225K	0.12%	106
2021 Q1	$220K	Buy	+1,952	New	+$227K	0.13%	100
2019 Q4	$217K	Sell	1,964 -789	-29%	-$88K	0.15%	73
2019 Q3	$310K	Buy	2,753 +10	+0.4%	+$1.12K	0.23%	51
2019 Q2	$302K	Buy	+2,743	New	+$294K	0.23%	51
2017 Q3	$985K	Sell	9,247 -148	-2%	-$15.9K	0.87%	16
2017 Q2	$1M	Sell	9,395 -1,535	-14%	-$164K	0.93%	14
2017 Q1	$1.15M	Buy	10,930 +487	+5%	+$51.2K	1.12%	10
2016 Q4	$1.09M	Buy	+10,443	New	+$1.12M	1.15%	10

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

AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return

Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 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

Narus Financial Partners's IEF Position: Q2 2026 in Review

Narus Financial Partners increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 4.2% in Q2 2026, buying an estimated $29K and bringing the position to 7,528 shares worth $712K. The position accounts for 0.18% of the portfolio, ranked #86.

Narus Financial Partners first reported a position in IEF in Q4 2016 and has held it in 26 quarters since. The position peaked at $1.7M in Q1 2023. 542 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Narus Financial Partners held 7,528 shares of iShares 7-10 Year Treasury Bond ETF worth $712K as of Q2 2026.
Narus Financial Partners bought 306 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $29K.
iShares 7-10 Year Treasury Bond ETF made up 0.18% of Narus Financial Partners's portfolio in Q2 2026, its #86 holding.
Narus Financial Partners first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2016 and has held it in 26 quarters since.
Narus Financial Partners's iShares 7-10 Year Treasury Bond ETF position peaked at $1.7M in Q1 2023.
542 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Narus Financial Partners's 13F filing for Q2 2026, filed 31 Jul 2026.