Tull Financial Group
IEF icon

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

Tull 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
Q3 		$325K Buy
3,642
+37
+1% +$3.42K 0.13% 22
2026
Q2 		$341K Buy
3,605
+36
+1% +$3.41K 0.13% 26
2026
Q1 		$341K Buy
3,569
+22
+0.6% +$2.12K 0.15% 22
2025
Q4 		$341K Buy
3,547
+44
+1% +$4.26K 0.15% 22
2025
Q3 		$338K Buy
3,503
+34
+1% +$3.25K 0.15% 22
2025
Q2 		$332K Buy
+3,469
New +$328K 0.15% 23

Other funds holding IEF

Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return
Wilshire Advisors
Wilshire Advisors Santa Monica, California $44.5B AUM 9.21% 1-Year Est. Return

Tull Financial Group's IEF Position: Q3 2026 in Review

Tull Financial Group increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 1% in Q3 2026, buying an estimated $3.42K and bringing the position to 3,642 shares worth $325K. The position accounts for 0.13% of the portfolio, ranked #22.

Tull Financial Group first reported a position in IEF in Q2 2025 and has held it in 6 quarters since. The position peaked at $341K in Q4 2025. 990 funds tracked by Wall St. Rank hold IEF as of Q3 2026.

  • Tull Financial Group held 3,642 shares of iShares 7-10 Year Treasury Bond ETF worth $325K as of Q3 2026.
  • Tull Financial Group bought 37 iShares 7-10 Year Treasury Bond ETF shares in Q3 2026, an estimated $3.42K.
  • iShares 7-10 Year Treasury Bond ETF made up 0.13% of Tull Financial Group's portfolio in Q3 2026, its #22 holding.
  • Tull Financial Group first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2025 and has held it in 6 quarters since.
  • Tull Financial Group's iShares 7-10 Year Treasury Bond ETF position peaked at $341K in Q4 2025.
  • 990 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2026.

Based on Tull Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.