Pinkerton Retirement Specialists’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Pinkerton Retirement Specialists’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	$14.5M	Buy	151,448 +148,710	+5,431%	+$14.1M	1.24%	11
2026 Q1	$263K	Buy	2,738 +432	+19%	+$41.6K	0.02%	128
2025 Q4	$222K	Sell	2,306 -331	-13%	-$32K	0.02%	132
2025 Q3	$254K	Sell	2,637 -455	-15%	-$43.5K	0.03%	125
2025 Q2	$296K	Sell	3,092 -162,809	-98%	-$15.4M	0.04%	122
2025 Q1	$15.8M	Buy	+165,901	New	+$15.5M	2.05%	8
2023 Q4	–	Sell	-154,932	Closed	-$14.2M	–	144
2023 Q3	$14.2M	Buy	154,932 +152,624	+6,613%	+$14.4M	3.08%	8
2023 Q2	$223K	Sell	2,308 -165,305	-99%	-$16.3M	0.04%	134
2023 Q1	$16.6M	Sell	167,613 -13,933	-8%	-$1.36M	3.11%	10
2022 Q4	$17.4M	Sell	181,546 -4,288	-2%	-$412K	3.76%	10
2022 Q3	$17.8M	Sell	185,834 -10,877	-6%	-$1.1M	6.87%	3
2022 Q2	$20.1M	Sell	196,711 -22,325	-10%	-$2.29M	6.09%	6
2022 Q1	$23.5M	Buy	+219,036	New	+$24.3M	5.25%	4

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

Pinkerton Retirement Specialists's IEF Position: Q2 2026 in Review

Pinkerton Retirement Specialists increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 5,431% in Q2 2026, buying an estimated $14.1M and bringing the position to 151,448 shares worth $14.5M. The position accounts for 1.24% of the portfolio, ranked #11.

Pinkerton Retirement Specialists first reported a position in IEF in Q1 2022 and has held it in 13 quarters since. The position peaked at $23.5M in Q1 2022. 542 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Pinkerton Retirement Specialists held 151,448 shares of iShares 7-10 Year Treasury Bond ETF worth $14.5M as of Q2 2026.
Pinkerton Retirement Specialists bought 148,710 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $14.1M.
iShares 7-10 Year Treasury Bond ETF made up 1.24% of Pinkerton Retirement Specialists's portfolio in Q2 2026, its #11 holding.
Pinkerton Retirement Specialists first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2022 and has held it in 13 quarters since.
Pinkerton Retirement Specialists's iShares 7-10 Year Treasury Bond ETF position peaked at $23.5M in Q1 2022.
542 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Pinkerton Retirement Specialists's 13F filing for Q2 2026, filed 30 Jul 2026.