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Ascent Group’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Ascent Group’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 		$1.98M Buy
20,724
+594
+3% +$57.1K 0.07% 253
2025
Q4 		$1.94M Sell
20,130
-1,903
-9% -$184K 0.07% 248
2025
Q3 		$2.13M Buy
22,033
+1,526
+7% +$146K 0.08% 232
2025
Q2 		$1.96M Buy
20,507
+4,923
+32% +$465K 0.08% 222
2025
Q1 		$1.49M Buy
15,584
+4,484
+40% +$420K 0.06% 273
2024
Q4 		$1.03M Buy
11,100
+1,513
+16% +$143K 0.08% 271
2024
Q3 		$941K Sell
9,587
-606
-6% -$58.6K 0.07% 288
2024
Q2 		$955K Buy
10,193
+1,026
+11% +$95.3K 0.08% 270
2024
Q1 		$868K Sell
9,167
-320
-3% -$30.3K 0.08% 293
2023
Q4 		$897K Buy
9,487
+712
+8% +$65.8K 0.09% 270
2023
Q3 		$799K Buy
8,775
+1,697
+24% +$160K 0.09% 259
2023
Q2 		$675K Sell
7,078
-48,606
-87% -$4.78M 0.07% 278
2023
Q1 		$5.52M Buy
55,684
+48,291
+653% +$4.72M 0.59% 28
2022
Q4 		$708K Sell
7,393
-237
-3% -$22.8K 0.08% 256
2022
Q3 		$720K Sell
7,630
-301
-4% -$30.5K 0.09% 245
2022
Q2 		$834K Sell
7,931
-34,470
-81% -$3.54M 0.1% 230
2022
Q1 		$4.56M Buy
42,401
+980
+2% +$109K 0.53% 40
2021
Q4 		$4.68M Buy
+41,421
New +$4.76M 0.6% 32

Other funds holding IEF

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 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 $374B AUM 17.66% 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 $173B AUM 20.72% 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 $8.74B AUM 14.62% 1-Year Est. Return

Ascent Group's IEF Position: Q1 2026 in Review

Ascent Group increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 3% in Q1 2026, buying an estimated $57.1K and bringing the position to 20,724 shares worth $1.98M. The position accounts for 0.07% of the portfolio, ranked #253.

Ascent Group first reported a position in IEF in Q4 2021 and has held it in 18 quarters since. The position peaked at $5.52M in Q1 2023. 1,114 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

  • Ascent Group held 20,724 shares of iShares 7-10 Year Treasury Bond ETF worth $1.98M as of Q1 2026.
  • Ascent Group bought 594 iShares 7-10 Year Treasury Bond ETF shares in Q1 2026, an estimated $57.1K.
  • iShares 7-10 Year Treasury Bond ETF made up 0.07% of Ascent Group's portfolio in Q1 2026, its #253 holding.
  • Ascent Group first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2021 and has held it in 18 quarters since.
  • Ascent Group's iShares 7-10 Year Treasury Bond ETF position peaked at $5.52M 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 Ascent Group's 13F filing for Q1 2026, filed 15 May 2026.