AlTi Global’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

AlTi Global’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	$508K	Hold	5,373	–	–	0.01%	356
2026 Q1	$513K	Hold	5,373	–	–	0.01%	312
2025 Q4	$517K	Hold	5,373	–	–	0.01%	307
2025 Q3	$518K	Hold	5,373	–	–	0.01%	311
2025 Q2	$510K	Hold	5,373	–	–	0.01%	301
2025 Q1	$512K	Hold	5,373	–	–	0.01%	272
2024 Q4	$497K	Hold	5,373	–	–	0.01%	282
2024 Q3	$527K	Hold	5,373	–	–	0.01%	263
2024 Q2	$503K	Buy	+5,373	New	+$499K	0.01%	256
2024 Q1	–	Sell	-4,121	Closed	-$397K	–	392
2023 Q4	$397K	Buy	+4,121	New	+$381K	0.01%	265

Other funds holding IEF

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

AlTi Global's IEF Position: Q2 2026 in Review

AlTi Global held its iShares 7-10 Year Treasury Bond ETF (IEF) position steady in Q2 2026 at 5,373 shares worth $508K. The position accounts for 0.01% of the portfolio, ranked #356.

AlTi Global first reported a position in IEF in Q4 2023 and has held it in 10 quarters since. The position peaked at $527K in Q3 2024. 755 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

AlTi Global held 5,373 shares of iShares 7-10 Year Treasury Bond ETF worth $508K as of Q2 2026.
AlTi Global left its iShares 7-10 Year Treasury Bond ETF share count unchanged in Q2 2026.
iShares 7-10 Year Treasury Bond ETF made up 0.01% of AlTi Global's portfolio in Q2 2026, its #356 holding.
AlTi Global first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2023 and has held it in 10 quarters since.
AlTi Global's iShares 7-10 Year Treasury Bond ETF position peaked at $527K in Q3 2024.
755 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on AlTi Global's 13F filing for Q2 2026, filed 5 Aug 2026.