AA
IEF icon

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

Altman 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
Q1 		– Sell
-74,566
Closed -$7.17M – 89
2025
Q4 		$7.17M Buy
74,566
+12,004
+19% +$1.16M 2.7% 8
2025
Q3 		$6.03M Buy
62,562
+3,462
+6% +$331K 2.31% 8
2025
Q2 		$5.63M Buy
59,100
+2,263
+4% +$214K 2.3% 7
2025
Q1 		$5.46M Buy
+56,837
New +$5.32M 2.52% 7

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 $8.74B AUM 14.62% 1-Year Est. Return

Altman Advisors's IEF Position: Q1 2026 in Review

Altman Advisors sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q1 2026, closing a stake of 74,566 shares — an estimated $7.17M sold.

Altman Advisors first reported a position in IEF in Q1 2025 and held it in 4 quarters. The position peaked at $7.17M in Q4 2025. 1,114 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

  • Altman Advisors reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Altman Advisors sold 74,566 iShares 7-10 Year Treasury Bond ETF shares in Q1 2026, an estimated $7.17M.
  • Altman Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2025 and held it in 4 quarters.
  • Altman Advisors's iShares 7-10 Year Treasury Bond ETF position peaked at $7.17M in Q4 2025.
  • 1,114 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2026.

Based on Altman Advisors's 13F filing for Q1 2026, filed 5 May 2026.