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

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

JP Morgan Chase New York $1.81T AUM 41.13% 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 Investment Management's IEF Position: Q1 2026 in Review

Anchor Investment Management opened a new position in iShares 7-10 Year Treasury Bond ETF (IEF) in Q1 2026: 25 shares worth $2.39K. The stake represents ﹤0.01% of the portfolio and ranks #972 among its holdings. This is a return to the name: Anchor Investment Management previously reported a position in IEF as recently as Q1 2022.

Anchor Investment Management first reported a position in IEF in Q1 2016 and has held it in 26 quarters since. The position peaked at $1.41M in Q4 2017. 1,117 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

Anchor Investment Management held 25 shares of iShares 7-10 Year Treasury Bond ETF worth $2.39K as of Q1 2026.
iShares 7-10 Year Treasury Bond ETF was a new Anchor Investment Management position in Q1 2026.
iShares 7-10 Year Treasury Bond ETF made up ﹤0.01% of Anchor Investment Management's portfolio in Q1 2026, its #972 holding.
Anchor Investment Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2016 and has held it in 26 quarters since.
Anchor Investment Management's iShares 7-10 Year Treasury Bond ETF position peaked at $1.41M in Q4 2017.
1,117 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2026.

Based on Anchor Investment Management's 13F filing for Q1 2026, filed 1 May 2026.