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1620 Investment Advisors’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

1620 Investment Advisors’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 		$3.59M Buy
37,970
+679
+2% +$64.3K 2.22% 5
2026
Q1 		$3.56M Buy
37,291
+1,136
+3% +$109K 2.41% 3
2025
Q4 		$3.48M Buy
36,155
+708
+2% +$68.5K 2.32% 3
2025
Q3 		$3.42M Buy
35,447
+1,568
+5% +$150K 2.32% 3
2025
Q2 		$3.24M Buy
33,879
+1,254
+4% +$119K 2.3% 3
2025
Q1 		$3.11M Buy
32,625
+1,131
+4% +$106K 2.38% 3
2024
Q4 		$2.91M Sell
31,494
-4,025
-11% -$380K 2.21% 2
2024
Q3 		$3.49M Buy
35,519
+244
+0.7% +$23.6K 2.51% 2
2024
Q2 		$3.3M Buy
35,275
+614
+2% +$57K 2.53% 2
2024
Q1 		$3.28M Buy
34,661
+1,088
+3% +$103K 3.3% 2
2023
Q4 		$3.24M Buy
33,573
+975
+3% +$90.2K 3.54% 2
2023
Q3 		$2.99M Buy
32,598
+308
+1% +$29.1K 3.38% 2
2023
Q2 		$3.12M Sell
32,290
-237
-0.7% -$23.3K 3.38% 2
2023
Q1 		$3.22M Buy
32,527
+6,570
+25% +$642K 3.89% 2
2022
Q4 		$2.49M Sell
25,957
-3,382
-12% -$325K 3.01% 2
2022
Q3 		$2.82M Buy
29,339
+1,871
+7% +$190K 4.15% 2
2022
Q2 		$2.81M Buy
27,468
+9,601
+54% +$985K 3.87% 2
2022
Q1 		$2.06M Hold
17,867
– – 2.24% 8
2021
Q4 		$2.06M Buy
+17,867
New +$2.05M 2.3% 8

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

1620 Investment Advisors's IEF Position: Q2 2026 in Review

1620 Investment Advisors increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 1.8% in Q2 2026, buying an estimated $64.3K and bringing the position to 37,970 shares worth $3.59M. The position accounts for 2.22% of the portfolio, ranked #5.

1620 Investment Advisors first reported a position in IEF in Q4 2021 and has held it in 19 quarters since. 1,136 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

  • 1620 Investment Advisors held 37,970 shares of iShares 7-10 Year Treasury Bond ETF worth $3.59M as of Q2 2026.
  • 1620 Investment Advisors bought 679 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $64.3K.
  • iShares 7-10 Year Treasury Bond ETF made up 2.22% of 1620 Investment Advisors's portfolio in Q2 2026, its #5 holding.
  • 1620 Investment Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2021 and has held it in 19 quarters since.
  • 1,136 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on 1620 Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.