NFP Retirement Inc’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

NFP Retirement Inc’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	$2.75M	Buy	29,266 +2,652	+10%	+$251K	0.15%	88
2026 Q1	$2.54M	Buy	26,614 +3,042	+13%	+$293K	0.15%	87
2025 Q4	$2.27M	Buy	23,572 +5,714	+32%	+$553K	0.14%	94
2025 Q3	$1.72M	Buy	17,858 +3,042	+21%	+$291K	0.11%	106
2025 Q2	$1.42M	Buy	14,816 +3,861	+35%	+$365K	0.09%	115
2025 Q1	$1.04M	Buy	+10,955	New	+$1.02M	0.08%	115

Other funds holding IEF

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

BTI

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

NFP Retirement Inc's IEF Position: Q2 2026 in Review

NFP Retirement Inc increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 10% in Q2 2026, buying an estimated $251K and bringing the position to 29,266 shares worth $2.75M. The position accounts for 0.15% of the portfolio, ranked #88.

NFP Retirement Inc first reported a position in IEF in Q1 2025 and has held it in 6 quarters since. 1,138 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

NFP Retirement Inc held 29,266 shares of iShares 7-10 Year Treasury Bond ETF worth $2.75M as of Q2 2026.
NFP Retirement Inc bought 2,652 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $251K.
iShares 7-10 Year Treasury Bond ETF made up 0.15% of NFP Retirement Inc's portfolio in Q2 2026, its #88 holding.
NFP Retirement Inc first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2025 and has held it in 6 quarters since.
1,138 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on NFP Retirement Inc's 13F filing for Q2 2026, filed 12 Aug 2026.