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

Wall Street 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 		$3.62M Buy
+38,236
New +$3.62M 1.93% 14

Other funds holding IEF

BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
PC
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
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
AAG
Avalon Advisory Group Wexford, Pennsylvania $271M AUM 14.44% 1-Year Est. Return

Wall Street Financial Group's IEF Position: Q2 2026 in Review

Wall Street Financial Group opened a new position in iShares 7-10 Year Treasury Bond ETF (IEF) in Q2 2026: 38,236 shares worth $3.62M. The stake represents 1.93% of the portfolio and ranks #14 among its holdings.

482 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

  • Wall Street Financial Group held 38,236 shares of iShares 7-10 Year Treasury Bond ETF worth $3.62M as of Q2 2026.
  • iShares 7-10 Year Treasury Bond ETF was a new Wall Street Financial Group position in Q2 2026.
  • iShares 7-10 Year Treasury Bond ETF made up 1.93% of Wall Street Financial Group's portfolio in Q2 2026, its #14 holding.
  • 482 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Wall Street Financial Group's 13F filing for Q2 2026, filed 14 Jul 2026.