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

Sovereign 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
Q2 		$307K Sell
3,246
-450
-12% -$42.6K 0.05% 294
2026
Q1 		$353K Buy
3,696
+371
+11% +$35.7K 0.06% 259
2025
Q4 		$320K Buy
3,325
+37
+1% +$3.58K 0.06% 261
2025
Q3 		$317K Buy
3,288
+329
+11% +$31.5K 0.06% 254
2025
Q2 		$283K Buy
2,959
+30
+1% +$2.84K 0.06% 260
2025
Q1 		$279K Sell
2,929
-56
-2% -$5.24K 0.06% 238
2024
Q4 		$276K Sell
2,985
-1,254
-30% -$118K 0.06% 241
2024
Q3 		$416K Buy
4,239
+1,130
+36% +$109K 0.1% 189
2024
Q2 		$291K Buy
3,109
+51
+2% +$4.74K 0.07% 219
2024
Q1 		$289K Sell
3,058
-250
-8% -$23.7K 0.08% 218
2023
Q4 		$319K Sell
3,308
-5
-0.2% -$462 0.1% 181
2023
Q3 		$303K Buy
3,313
+888
+37% +$83.8K 0.11% 176
2023
Q2 		$234K Buy
+2,425
New +$238K 0.08% 208

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

Sovereign Financial Group's IEF Position: Q2 2026 in Review

Sovereign Financial Group reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 12% in Q2 2026, selling an estimated $42.6K and leaving 3,246 shares worth $307K. The position accounts for 0.05% of the portfolio, ranked #294.

Sovereign Financial Group first reported a position in IEF in Q2 2023 and has held it in 13 quarters since. The position peaked at $416K in Q3 2024. 1,136 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

  • Sovereign Financial Group held 3,246 shares of iShares 7-10 Year Treasury Bond ETF worth $307K as of Q2 2026.
  • Sovereign Financial Group sold 450 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $42.6K.
  • iShares 7-10 Year Treasury Bond ETF made up 0.05% of Sovereign Financial Group's portfolio in Q2 2026, its #294 holding.
  • Sovereign Financial Group first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2023 and has held it in 13 quarters since.
  • Sovereign Financial Group's iShares 7-10 Year Treasury Bond ETF position peaked at $416K in Q3 2024.
  • 1,136 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Sovereign Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.