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Act Two Investors’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Act Two Investors’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
Q1 		$19.8M Sell
207,870
-31,881
-13% -$3.07M 4.38% 8
2025
Q4 		$23.1M Sell
239,751
-184
-0.1% -$17.8K 4.15% 9
2025
Q3 		$23.1M Sell
239,935
-2,824
-1% -$270K 4.1% 9
2025
Q2 		$23.2M Buy
242,759
+53,956
+29% +$5.1M 4.75% 10
2025
Q1 		$18M Sell
188,803
-52,982
-22% -$4.96M 3.82% 13
2024
Q4 		$22.4M Buy
241,785
+55,622
+30% +$5.26M 4.35% 10
2024
Q3 		$18.3M Buy
186,163
+1,783
+1% +$172K 3.45% 13
2024
Q2 		$17.3M Buy
184,380
+19,669
+12% +$1.83M 3.42% 12
2024
Q1 		$15.6M Buy
164,711
+6,565
+4% +$622K 3.13% 14
2023
Q4 		$15.2M Buy
158,146
+37,009
+31% +$3.42M 3.29% 14
2023
Q3 		$11.1M Buy
121,137
+24,987
+26% +$2.36M 2.97% 14
2023
Q2 		$9.29M Buy
96,150
+62,021
+182% +$6.1M 2.6% 14
2023
Q1 		$3.38M Buy
34,129
+24,770
+265% +$2.42M 1.35% 18
2022
Q4 		$896K Buy
9,359
+39
+0.4% +$3.75K 0.93% 21
2022
Q3 		$895K Buy
+9,320
New +$946K 0.91% 21

Other funds holding IEF

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Act Two Investors's IEF Position: Q1 2026 in Review

Act Two Investors reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 13% in Q1 2026, selling an estimated $3.07M and leaving 207,870 shares worth $19.8M. The position accounts for 4.38% of the portfolio, ranked #8.

Act Two Investors first reported a position in IEF in Q3 2022 and has held it in 15 quarters since. The position peaked at $23.2M in Q2 2025. 1,115 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

  • Act Two Investors held 207,870 shares of iShares 7-10 Year Treasury Bond ETF worth $19.8M as of Q1 2026.
  • Act Two Investors sold 31,881 iShares 7-10 Year Treasury Bond ETF shares in Q1 2026, an estimated $3.07M.
  • iShares 7-10 Year Treasury Bond ETF made up 4.38% of Act Two Investors's portfolio in Q1 2026, its #8 holding.
  • Act Two Investors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2022 and has held it in 15 quarters since.
  • Act Two Investors's iShares 7-10 Year Treasury Bond ETF position peaked at $23.2M in Q2 2025.
  • 1,115 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2026.

Based on Act Two Investors's 13F filing for Q1 2026, filed 8 May 2026.