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

Annis Gardner Whiting 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	$319K	Buy	3,371 +36	+1%	+$3.41K	0.05%	267
2026 Q1	$318K	Buy	3,335 +24	+0.7%	+$2.31K	0.05%	246
2025 Q4	$318K	Buy	3,311 +2,753	+493%	+$266K	0.06%	239
2025 Q3	$53.8K	Buy	558 +18	+3%	+$1.72K	0.01%	489
2025 Q2	$51.7K	Sell	540 -15	-3%	-$1.42K	0.02%	415
2025 Q1	$52.9K	Buy	555 +10	+2%	+$936	0.02%	345
2024 Q4	$50.4K	Buy	545 +35	+7%	+$3.31K	0.01%	345
2024 Q3	$50K	Buy	510 +74	+17%	+$7.15K	0.01%	367
2024 Q2	$40.8K	Buy	436 +32	+8%	+$2.97K	0.01%	437
2024 Q1	$38.2K	Buy	404 +197	+95%	+$18.7K	0.01%	431
2023 Q4	$20K	Hold	207	–	–	0.01%	404
2023 Q3	$19K	Buy	+207	New	+$19.5K	0.01%	395

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

Annis Gardner Whiting Capital Advisors's IEF Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 1.1% in Q2 2026, buying an estimated $3.41K and bringing the position to 3,371 shares worth $319K. The position accounts for 0.05% of the portfolio, ranked #267.

Annis Gardner Whiting Capital Advisors first reported a position in IEF in Q3 2023 and has held it in 12 quarters since. 1,136 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Annis Gardner Whiting Capital Advisors held 3,371 shares of iShares 7-10 Year Treasury Bond ETF worth $319K as of Q2 2026.
Annis Gardner Whiting Capital Advisors bought 36 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $3.41K.
iShares 7-10 Year Treasury Bond ETF made up 0.05% of Annis Gardner Whiting Capital Advisors's portfolio in Q2 2026, its #267 holding.
Annis Gardner Whiting Capital Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2023 and has held it in 12 quarters since.
1,136 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.