WF
IEF icon

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

Warner 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 		$5.07M Buy
53,572
+496
+0.9% +$46.9K 1.49% 15
2026
Q1 		$5.07M Buy
53,076
+7,107
+15% +$684K 1.74% 12
2025
Q4 		$4.42M Buy
45,969
+4,223
+10% +$409K 1.53% 16
2025
Q3 		$4.03M Buy
41,746
+3,979
+11% +$380K 1.5% 16
2025
Q2 		$3.62M Buy
37,767
+4,204
+13% +$398K 1.49% 17
2025
Q1 		$3.2M Buy
33,563
+8,483
+34% +$794K 1.42% 20
2024
Q4 		$2.32M Buy
25,080
+6,095
+32% +$576K 1% 27
2024
Q3 		$1.86M Buy
18,985
+1,031
+6% +$99.7K 0.83% 28
2024
Q2 		$1.68M Sell
17,954
-542
-3% -$50.4K 0.82% 29
2024
Q1 		$1.75M Buy
18,496
+3,846
+26% +$364K 0.88% 27
2023
Q4 		$1.41M Buy
14,650
+5,418
+59% +$501K 0.8% 29
2023
Q3 		$846K Buy
9,232
+1,704
+23% +$161K 0.56% 40
2023
Q2 		$727K Buy
7,528
+3,327
+79% +$327K 0.47% 46
2023
Q1 		$416K Buy
+4,201
New +$411K 0.29% 65
2022
Q1 		– Sell
-1,789
Closed -$206K – 84
2021
Q4 		$206K Buy
+1,789
New +$206K 0.17% 73

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
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
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
M
MATAURO New York $756M AUM 20.74% 1-Year Est. Return
CIM
CenturyLink Investment Management Denver, Colorado $129M AUM 11.15% 1-Year Est. Return

Warner Financial's IEF Position: Q2 2026 in Review

Warner Financial increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 0.93% in Q2 2026, buying an estimated $46.9K and bringing the position to 53,572 shares worth $5.07M. The position accounts for 1.49% of the portfolio, ranked #15.

Warner Financial first reported a position in IEF in Q4 2021 and has held it in 15 quarters since. 319 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

  • Warner Financial held 53,572 shares of iShares 7-10 Year Treasury Bond ETF worth $5.07M as of Q2 2026.
  • Warner Financial bought 496 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $46.9K.
  • iShares 7-10 Year Treasury Bond ETF made up 1.49% of Warner Financial's portfolio in Q2 2026, its #15 holding.
  • Warner Financial first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2021 and has held it in 15 quarters since.
  • 319 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Warner Financial's 13F filing for Q2 2026, filed 9 Jul 2026.