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PFG Investments’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

PFG Investments’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 		$1.15M Sell
12,134
-1,112
-8% -$105K 0.04% 356
2026
Q1 		$1.26M Buy
13,246
+1,004
+8% +$96.6K 0.06% 304
2025
Q4 		$1.18M Buy
12,242
+432
+4% +$41.8K 0.06% 309
2025
Q3 		$1.14M Buy
11,810
+4,730
+67% +$452K 0.06% 298
2025
Q2 		$678K Buy
7,080
+682
+11% +$64.5K 0.04% 420
2025
Q1 		$610K Buy
6,398
+2,048
+47% +$192K 0.04% 419
2024
Q4 		$402K Sell
4,350
-1,845
-30% -$174K 0.03% 587
2024
Q3 		$608K Buy
6,195
+567
+10% +$54.8K 0.04% 427
2024
Q2 		$527K Buy
5,628
+233
+4% +$21.6K 0.04% 428
2024
Q1 		$511K Sell
5,395
-81
-1% -$7.68K 0.03% 516
2023
Q4 		$528K Buy
5,476
+192
+4% +$17.8K 0.1% 235
2023
Q3 		$484K Sell
5,284
-486
-8% -$45.8K 0.09% 232
2023
Q2 		$557K Sell
5,770
-902
-14% -$88.7K 0.1% 218
2023
Q1 		$661K Buy
+6,672
New +$652K 0.13% 174

Other funds holding IEF

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Raymond James Financial
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

PFG Investments's IEF Position: Q2 2026 in Review

PFG Investments reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 8.4% in Q2 2026, selling an estimated $105K and leaving 12,134 shares worth $1.15M. The position accounts for 0.04% of the portfolio, ranked #356.

PFG Investments first reported a position in IEF in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.26M in Q1 2026. 1,136 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

  • PFG Investments held 12,134 shares of iShares 7-10 Year Treasury Bond ETF worth $1.15M as of Q2 2026.
  • PFG Investments sold 1,112 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $105K.
  • iShares 7-10 Year Treasury Bond ETF made up 0.04% of PFG Investments's portfolio in Q2 2026, its #356 holding.
  • PFG Investments first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2023 and has held it in 14 quarters since.
  • PFG Investments's iShares 7-10 Year Treasury Bond ETF position peaked at $1.26M in Q1 2026.
  • 1,136 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on PFG Investments's 13F filing for Q2 2026, filed 23 Jul 2026.