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AMG National Trust Bank’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

AMG National Trust Bank’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 		$11.4M Buy
119,363
+53,095
+80% +$5.11M 0.25% 65
2025
Q4 		$6.37M Buy
66,268
+1,641
+3% +$159K 0.15% 93
2025
Q3 		$6.23M Buy
64,627
+958
+2% +$91.6K 0.15% 93
2025
Q2 		$6.1M Buy
63,669
+337
+0.5% +$31.9K 0.16% 91
2025
Q1 		$6.04M Buy
63,332
+2,321
+4% +$217K 0.17% 88
2024
Q4 		$5.65M Buy
61,011
+19,505
+47% +$1.84M 0.16% 90
2024
Q3 		$4.07M Sell
41,506
-32,644
-44% -$3.16M 0.11% 121
2024
Q2 		$6.94M Buy
74,150
+32,304
+77% +$3M 0.19% 85
2024
Q1 		$3.96M Buy
41,846
+4,646
+12% +$440K 0.12% 114
2023
Q4 		$3.59M Buy
+37,200
New +$3.44M 0.11% 127
2022
Q3 		– Sell
-23,605
Closed -$2.48M – 447
2022
Q2 		$2.48M Sell
23,605
-391
-2% -$40.1K 0.09% 144
2022
Q1 		$2.58M Buy
23,996
+1,294
+6% +$144K 0.08% 150
2021
Q4 		$2.61M Buy
22,702
+11,893
+110% +$1.37M 0.08% 153
2021
Q3 		$1.25M Hold
10,809
– – 0.04% 241
2021
Q2 		$1.25M Hold
10,809
– – 0.04% 245
2021
Q1 		$1.22M Sell
10,809
-500
-4% -$58.3K 0.04% 238
2020
Q4 		$1.36M Sell
11,309
-7,718
-41% -$929K 0.05% 211
2020
Q3 		$2.32M Sell
19,027
-248
-1% -$30.3K 0.1% 137
2020
Q2 		$2.35M Buy
+19,275
New +$2.34M 0.1% 135

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

AMG National Trust Bank's IEF Position: Q1 2026 in Review

AMG National Trust Bank increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 80% in Q1 2026, buying an estimated $5.11M and bringing the position to 119,363 shares worth $11.4M. The position accounts for 0.25% of the portfolio, ranked #65.

AMG National Trust Bank first reported a position in IEF in Q2 2020 and has held it in 19 quarters since. 1,115 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

  • AMG National Trust Bank held 119,363 shares of iShares 7-10 Year Treasury Bond ETF worth $11.4M as of Q1 2026.
  • AMG National Trust Bank bought 53,095 iShares 7-10 Year Treasury Bond ETF shares in Q1 2026, an estimated $5.11M.
  • iShares 7-10 Year Treasury Bond ETF made up 0.25% of AMG National Trust Bank's portfolio in Q1 2026, its #65 holding.
  • AMG National Trust Bank first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2020 and has held it in 19 quarters since.
  • 1,115 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2026.

Based on AMG National Trust Bank's 13F filing for Q1 2026, filed 4 May 2026.