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

Anchor Capital 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 Q2	$18.6M	Sell	196,504 -2,319	-1%	-$219K	0.52%	67
2026 Q1	$19M	Sell	198,823 -32,973	-14%	-$3.17M	0.54%	70
2025 Q4	$22.3M	Sell	231,796 -3,691	-2%	-$357K	0.65%	58
2025 Q3	$22.7M	Buy	235,487 +3,383	+1%	+$323K	0.66%	56
2025 Q2	$22.2M	Buy	232,104 +68,881	+42%	+$6.51M	0.65%	58
2025 Q1	$15.6M	Buy	163,223 +98,544	+152%	+$9.22M	0.46%	76
2024 Q4	$5.98M	Sell	64,679 -13,678	-17%	-$1.29M	0.17%	113
2024 Q3	$7.69M	Sell	78,357 -1,499	-2%	-$145K	0.2%	106
2024 Q2	$7.48M	Sell	79,856 -96,621	-55%	-$8.98M	0.21%	105
2024 Q1	$16.7M	Sell	176,477 -5,648	-3%	-$535K	0.44%	77
2023 Q4	$17.6M	Sell	182,125 -18,985	-9%	-$1.76M	0.46%	69
2023 Q3	$18.4M	Sell	201,110 -4,719	-2%	-$445K	0.51%	62
2023 Q2	$19.9M	Sell	205,829 -3,732	-2%	-$367K	0.52%	63
2023 Q1	$20.8M	Buy	209,561 +103,446	+97%	+$10.1M	0.55%	61
2022 Q4	$10.2M	Sell	106,115 -4,338	-4%	-$417K	0.26%	97
2022 Q3	$10.6M	Sell	110,453 -55,913	-34%	-$5.67M	0.29%	95
2022 Q2	$17M	Buy	166,366 +7,206	+5%	+$739K	0.43%	78
2022 Q1	$17.1M	Sell	159,160 -3,951	-2%	-$438K	0.36%	88
2021 Q4	$18.8M	Sell	163,111 -2,053	-1%	-$236K	0.37%	92
2021 Q3	$19M	Sell	165,164 -2,608	-2%	-$305K	0.4%	89
2021 Q2	$19.4M	Sell	167,772 -2,063	-1%	-$236K	0.39%	89
2021 Q1	$19.2M	Buy	169,835 +54,212	+47%	+$6.32M	0.41%	86
2020 Q4	$13.9M	Buy	115,623 +9,731	+9%	+$1.17M	0.32%	98
2020 Q3	$12.9M	Sell	105,892 -2,871	-3%	-$350K	0.33%	97
2020 Q2	$13.3M	Sell	108,763 -5,799	-5%	-$705K	0.34%	97
2020 Q1	$13.9M	Buy	+114,562	New	+$13.2M	0.41%	82

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

Anchor Capital Advisors's IEF Position: Q2 2026 in Review

Anchor Capital Advisors reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 1.2% in Q2 2026, selling an estimated $219K and leaving 196,504 shares worth $18.6M. The position accounts for 0.52% of the portfolio, ranked #67.

Anchor Capital Advisors first reported a position in IEF in Q1 2020 and has held it in 26 quarters since. The position peaked at $22.7M in Q3 2025. 1,137 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Anchor Capital Advisors held 196,504 shares of iShares 7-10 Year Treasury Bond ETF worth $18.6M as of Q2 2026.
Anchor Capital Advisors sold 2,319 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $219K.
iShares 7-10 Year Treasury Bond ETF made up 0.52% of Anchor Capital Advisors's portfolio in Q2 2026, its #67 holding.
Anchor Capital Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2020 and has held it in 26 quarters since.
Anchor Capital Advisors's iShares 7-10 Year Treasury Bond ETF position peaked at $22.7M in Q3 2025.
1,137 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Anchor Capital Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.