Analyst IMS Investment Management Services’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Analyst IMS Investment Management Services’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	$2.23M	Buy	+23,627	New	+$2.24M	0.05%	66
2018 Q4	–	Sell	-356	Closed	-$36K	–	129
2018 Q3	$36K	Buy	+356	New	+$36.3K	0.01%	136
2015 Q4	–	Sell	-2,298	Closed	-$248K	–	102
2015 Q3	$248K	Sell	2,298 -1,341	-37%	-$142K	0.1%	88
2015 Q2	$382K	Sell	3,639 -491	-12%	-$52.3K	0.15%	84
2015 Q1	$448K	Buy	+4,130	New	+$446K	0.17%	83

Other funds holding IEF

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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

Analyst IMS Investment Management Services's IEF Position: Q2 2026 in Review

Analyst IMS Investment Management Services opened a new position in iShares 7-10 Year Treasury Bond ETF (IEF) in Q2 2026: 23,627 shares worth $2.23M. The stake represents 0.05% of the portfolio and ranks #66 among its holdings. This is a return to the name: Analyst IMS Investment Management Services previously reported a position in IEF as recently as Q3 2018.

Analyst IMS Investment Management Services first reported a position in IEF in Q1 2015 and has held it in 5 quarters since. 1,138 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Analyst IMS Investment Management Services held 23,627 shares of iShares 7-10 Year Treasury Bond ETF worth $2.23M as of Q2 2026.
iShares 7-10 Year Treasury Bond ETF was a new Analyst IMS Investment Management Services position in Q2 2026.
iShares 7-10 Year Treasury Bond ETF made up 0.05% of Analyst IMS Investment Management Services's portfolio in Q2 2026, its #66 holding.
Analyst IMS Investment Management Services first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2015 and has held it in 5 quarters since.
1,138 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Analyst IMS Investment Management Services's 13F filing for Q2 2026, filed 29 Jul 2026.