PFG
IEF icon

Pacific Financial Group’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Pacific Financial Group’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
Q1 		$327K Buy
3,422
+306
+10% +$29.4K 0.18% 74
2025
Q4 		$300K Sell
3,116
-1,254
-29% -$121K 0.17% 67
2025
Q3 		$422K Buy
4,370
+344
+9% +$32.9K 0.31% 51
2025
Q2 		$386K Sell
4,026
-739
-16% -$69.9K 0.3% 50
2025
Q1 		$454K Sell
4,765
-1,100
-19% -$103K 0.37% 45
2024
Q4 		$542K Buy
5,865
+41
+0.7% +$3.87K 0.4% 42
2024
Q3 		$571K Buy
5,824
+2,990
+106% +$289K 0.42% 40
2024
Q2 		$265K Sell
2,834
-5,433
-66% -$505K 0.19% 53
2024
Q1 		$783K Buy
8,267
+4,505
+120% +$427K 0.54% 38
2023
Q4 		$363K Buy
3,762
+33
+0.9% +$3.05K 0.27% 48
2023
Q3 		$342K Sell
3,729
-138
-4% -$13K 0.22% 51
2023
Q2 		$374K Buy
3,867
+227
+6% +$22.3K 0.24% 47
2023
Q1 		$361K Sell
3,640
-40
-1% -$3.91K 0.27% 45
2022
Q4 		$352K Sell
3,680
-105
-3% -$10.1K 0.26% 43
2022
Q3 		$363K Sell
3,785
-457
-11% -$46.4K 0.33% 40
2022
Q2 		$434K Sell
4,242
-512
-11% -$52.5K 0.32% 44
2022
Q1 		$511K Sell
4,754
-16,613
-78% -$1.84M 0.33% 45
2021
Q4 		$2.41M Buy
21,367
+1,807
+9% +$208K 1.58% 20
2021
Q3 		$2.25M Buy
19,560
+3,804
+24% +$445K 1.61% 21
2021
Q2 		$1.82M Buy
15,756
+10,355
+192% +$1.19M 1.26% 20
2021
Q1 		$610K Buy
5,401
+1,342
+33% +$156K 0.49% 39
2020
Q4 		$487K Sell
4,059
-7,640
-65% -$919K 0.43% 41
2020
Q3 		$1.43M Buy
11,699
+3,643
+45% +$444K 1.12% 29
2020
Q2 		$979K Sell
8,056
-355
-4% -$43.1K 1.02% 28
2020
Q1 		$1.02M Buy
8,411
+1,785
+27% +$205K 1.05% 26
2019
Q4 		$730K Buy
6,626
+1,491
+29% +$166K 0.07% 66
2019
Q3 		$565K Buy
+5,135
New +$573K 0.06% 63
2016
Q2 		$215K Buy
+1,905
New +$211K 0.38% 38
2015
Q4 		$67K Buy
634
+63
+11% +$6.72K 0.12% 48
2015
Q3 		$62K Buy
+571
New +$60.7K 0.08% 54

Other funds holding IEF

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Pacific Financial Group's IEF Position: Q1 2026 in Review

Pacific Financial Group increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 9.8% in Q1 2026, buying an estimated $29.4K and bringing the position to 3,422 shares worth $327K. The position accounts for 0.18% of the portfolio, ranked #74.

Pacific Financial Group first reported a position in IEF in Q3 2015 and has held it in 30 quarters since. The position peaked at $2.41M in Q4 2021. 1,115 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

  • Pacific Financial Group held 3,422 shares of iShares 7-10 Year Treasury Bond ETF worth $327K as of Q1 2026.
  • Pacific Financial Group bought 306 iShares 7-10 Year Treasury Bond ETF shares in Q1 2026, an estimated $29.4K.
  • iShares 7-10 Year Treasury Bond ETF made up 0.18% of Pacific Financial Group's portfolio in Q1 2026, its #74 holding.
  • Pacific Financial Group first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2015 and has held it in 30 quarters since.
  • Pacific Financial Group's iShares 7-10 Year Treasury Bond ETF position peaked at $2.41M in Q4 2021.
  • 1,115 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2026.

Based on Pacific Financial Group's 13F filing for Q1 2026, filed 14 May 2026.