AIM
IEF icon

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

Anchor Investment Management’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 		– Sell
-25
Closed -$2.39K – 1216
2026
Q1 		$2.39K Buy
+25
New +$2.4K ﹤0.01% 972
2022
Q2 		– Sell
-45
Closed -$4.84K – 991
2022
Q1 		$4.84K Hold
45
– – ﹤0.01% 848
2021
Q4 		$5.17K Hold
45
– – ﹤0.01% 866
2021
Q3 		$5.18K Hold
45
– – ﹤0.01% 781
2021
Q2 		$5.2K Hold
45
– – ﹤0.01% 803
2021
Q1 		$5.08K Sell
45
-50
-53% -$5.83K ﹤0.01% 779
2020
Q4 		$11.4K Sell
95
-50
-34% -$6.01K ﹤0.01% 664
2020
Q3 		$17.7K Hold
145
– – ﹤0.01% 583
2020
Q2 		$17.7K Hold
145
– – ﹤0.01% 568
2020
Q1 		$17.6K Hold
145
– – ﹤0.01% 555
2019
Q4 		$16K Sell
145
-60
-29% -$6.69K ﹤0.01% 599
2019
Q3 		$23.1K Sell
205
-200
-49% -$22.3K 0.01% 549
2019
Q2 		$44.6K Sell
405
-40
-9% -$4.29K 0.01% 470
2019
Q1 		$47.5K Hold
445
– – 0.01% 447
2018
Q4 		$46.4K Sell
445
-12,895
-97% -$1.31M 0.01% 443
2018
Q3 		$1.35M Sell
13,340
-131
-1% -$13.4K 0.31% 89
2018
Q2 		$1.38M Sell
13,471
-143
-1% -$14.6K 0.34% 81
2018
Q1 		$1.4M Buy
13,614
+244
+2% +$25.1K 0.37% 77
2017
Q4 		$1.41M Buy
13,370
+1,683
+14% +$178K 0.37% 75
2017
Q3 		$1.24M Buy
11,687
+10,987
+1,570% +$1.18M 0.36% 82
2017
Q2 		$74.6K Hold
700
– – 0.02% 363
2017
Q1 		$73.9K Hold
700
– – 0.03% 354
2016
Q4 		$73.4K Sell
700
-3,070
-81% -$330K 0.03% 339
2016
Q3 		$422K Hold
3,770
– – 0.16% 140
2016
Q2 		$426K Hold
3,770
– – 0.17% 136
2016
Q1 		$416K Buy
+3,770
New +$411K 0.17% 137

Other funds holding IEF

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Raymond James Financial
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 Investment Management's IEF Position: Q2 2026 in Review

Anchor Investment Management sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q2 2026, closing a stake of 25 shares — an estimated $2.39K sold.

Anchor Investment Management first reported a position in IEF in Q1 2016 and held it in 26 quarters. The position peaked at $1.41M in Q4 2017. 1,143 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

  • Anchor Investment Management reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Anchor Investment Management sold 25 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $2.39K.
  • Anchor Investment Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2016 and held it in 26 quarters.
  • Anchor Investment Management's iShares 7-10 Year Treasury Bond ETF position peaked at $1.41M in Q4 2017.
  • 1,143 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Anchor Investment Management's 13F filing for Q2 2026, filed 15 Sep 2026.