AIM
IEF icon

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

Arcadia 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 		$1.91K Sell
20
-30
-60% -$2.89K ﹤0.01% 230
2025
Q4 		$4.81K Buy
+50
New +$4.84K ﹤0.01% 232

Other funds holding IEF

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $324B AUM 22.36% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Arcadia Investment Management's IEF Position: Q1 2026 in Review

Arcadia Investment Management reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 60% in Q1 2026, selling an estimated $2.89K and leaving 20 shares worth $1.91K. The position accounts for ﹤0.01% of the portfolio, ranked #230.

Arcadia Investment Management first reported a position in IEF in Q4 2025 and has held it in 2 quarters since. The position peaked at $4.81K in Q4 2025. 1,116 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

  • Arcadia Investment Management held 20 shares of iShares 7-10 Year Treasury Bond ETF worth $1.91K as of Q1 2026.
  • Arcadia Investment Management sold 30 iShares 7-10 Year Treasury Bond ETF shares in Q1 2026, an estimated $2.89K.
  • iShares 7-10 Year Treasury Bond ETF made up ﹤0.01% of Arcadia Investment Management's portfolio in Q1 2026, its #230 holding.
  • Arcadia Investment Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • Arcadia Investment Management's iShares 7-10 Year Treasury Bond ETF position peaked at $4.81K in Q4 2025.
  • 1,116 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2026.

Based on Arcadia Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.