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

Sun Financial’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 		$5.2M Sell
56,033
-1,945
-3% -$184K 2.45% 7
2026
Q1 		$5.46M Sell
57,978
-639
-1% -$61.5K 2.74% 6
2025
Q4 		$5.64M Buy
+58,617
New +$5.67M 3.14% 4

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 22.9% 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

Sun Financial's IEF Position: Q2 2026 in Review

Sun Financial reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 3.4% in Q2 2026, selling an estimated $184K and leaving 56,033 shares worth $5.2M. The position accounts for 2.45% of the portfolio, ranked #7.

Sun Financial first reported a position in IEF in Q4 2025 and has held it in 3 quarters since. The position peaked at $5.64M in Q4 2025. 1,142 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

  • Sun Financial held 56,033 shares of iShares 7-10 Year Treasury Bond ETF worth $5.2M as of Q2 2026.
  • Sun Financial sold 1,945 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $184K.
  • iShares 7-10 Year Treasury Bond ETF made up 2.45% of Sun Financial's portfolio in Q2 2026, its #7 holding.
  • Sun Financial first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Sun Financial's iShares 7-10 Year Treasury Bond ETF position peaked at $5.64M in Q4 2025.
  • 1,142 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Sun Financial's 13F filing for Q2 2026, filed 12 Aug 2026.