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Arrien Investments’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Arrien Investments’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 		– Sell
-2,431
Closed -$234K – 47
2025
Q4 		$234K Sell
2,431
-351
-13% -$34K 0.13% 43
2025
Q3 		$268K Sell
2,782
-8,107
-74% -$775K 0.16% 35
2025
Q2 		$1.04M Buy
10,889
+604
+6% +$57.1K 0.66% 20
2025
Q1 		$981K Sell
10,285
-553
-5% -$51.7K 0.7% 18
2024
Q4 		$1.01M Buy
10,838
+3,358
+45% +$317K 0.72% 18
2024
Q3 		$734K Buy
7,480
+354
+5% +$34.2K 0.53% 22
2024
Q2 		$667K Sell
7,126
-2,184
-23% -$203K 0.52% 22
2024
Q1 		$881K Buy
9,310
+967
+12% +$91.6K 0.7% 20
2023
Q4 		$804K Buy
8,343
+1,877
+29% +$174K 0.71% 19
2023
Q3 		$592K Buy
6,466
+327
+5% +$30.8K 0.56% 22
2023
Q2 		$593K Buy
+6,139
New +$603K 0.5% 22

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 $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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 22.96% 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

Arrien Investments's IEF Position: Q1 2026 in Review

Arrien Investments sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q1 2026, closing a stake of 2,431 shares — an estimated $234K sold.

Arrien Investments first reported a position in IEF in Q2 2023 and held it in 11 quarters. The position peaked at $1.04M in Q2 2025. 1,117 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

  • Arrien Investments reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Arrien Investments sold 2,431 iShares 7-10 Year Treasury Bond ETF shares in Q1 2026, an estimated $234K.
  • Arrien Investments first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2023 and held it in 11 quarters.
  • Arrien Investments's iShares 7-10 Year Treasury Bond ETF position peaked at $1.04M in Q2 2025.
  • 1,117 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2026.

Based on Arrien Investments's 13F filing for Q1 2026, filed 27 Apr 2026.