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

Ancora 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 Q1	$75.2K	Hold	788	–	–	﹤0.01%	998
2025 Q4	$75.8K	Hold	788	–	–	﹤0.01%	1009
2025 Q3	$76K	Buy	788 +260	+49%	+$24.9K	﹤0.01%	937
2025 Q2	$50.6K	Sell	528 -2	-0.4%	-$189	﹤0.01%	1019
2025 Q1	$50.5K	Hold	530	–	–	﹤0.01%	1007
2024 Q4	$49K	Hold	530	–	–	﹤0.01%	1006
2024 Q3	$52K	Hold	530	–	–	﹤0.01%	982
2024 Q2	$49.6K	Hold	530	–	–	﹤0.01%	947
2024 Q1	$50.2K	Hold	530	–	–	﹤0.01%	961
2023 Q4	$51.1K	Sell	530 -78,550	-99%	-$7.26M	﹤0.01%	941
2023 Q3	$7.24M	Buy	79,080 +89	+0.1%	+$8.39K	0.19%	109
2023 Q2	$7.63M	Buy	78,991 +34	+0%	+$3.34K	0.2%	100
2023 Q1	$7.83M	Buy	78,957 +38,008	+93%	+$3.72M	0.22%	88
2022 Q4	$3.92M	Buy	40,949 +1	+0%	+$96	0.11%	167
2022 Q3	$3.93M	Hold	40,948	–	–	0.12%	157
2022 Q2	$4.19M	Buy	40,948 +1,000	+3%	+$103K	0.12%	160
2022 Q1	$4.29M	Buy	39,948 +118	+0.3%	+$13.1K	0.1%	183
2021 Q4	$4.58M	Hold	39,830	–	–	0.11%	181
2021 Q3	$4.59M	Sell	39,830 -8	-0%	-$935	0.12%	177
2021 Q2	$4.6M	Buy	39,838 +39,487	+11,250%	+$4.52M	0.12%	175
2021 Q1	$40K	Hold	351	–	–	﹤0.01%	1131
2020 Q4	$42K	Hold	351	–	–	﹤0.01%	923
2020 Q3	$43K	Hold	351	–	–	﹤0.01%	884
2020 Q2	$43K	Sell	351 -105	-23%	-$12.8K	﹤0.01%	853
2020 Q1	$55K	Buy	456 +105	+30%	+$12.1K	﹤0.01%	866
2019 Q4	$39K	Buy	+351	New	+$39.1K	﹤0.01%	941
2018 Q4	–	Sell	-1,701	Closed	-$172K	–	886
2018 Q3	$172K	Buy	+1,701	New	+$174K	0.01%	668

Other funds holding IEF

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

Ancora Advisors's IEF Position: Q1 2026 in Review

Ancora Advisors held its iShares 7-10 Year Treasury Bond ETF (IEF) position steady in Q1 2026 at 788 shares worth $75.2K. The position accounts for ﹤0.01% of the portfolio, ranked #998.

Ancora Advisors first reported a position in IEF in Q3 2018 and has held it in 27 quarters since. The position peaked at $7.83M in Q1 2023. 1,114 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

Ancora Advisors held 788 shares of iShares 7-10 Year Treasury Bond ETF worth $75.2K as of Q1 2026.
Ancora Advisors left its iShares 7-10 Year Treasury Bond ETF share count unchanged in Q1 2026.
iShares 7-10 Year Treasury Bond ETF made up ﹤0.01% of Ancora Advisors's portfolio in Q1 2026, its #998 holding.
Ancora Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2018 and has held it in 27 quarters since.
Ancora Advisors's iShares 7-10 Year Treasury Bond ETF position peaked at $7.83M in Q1 2023.
1,114 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2026.

Based on Ancora Advisors's 13F filing for Q1 2026, filed 15 May 2026.