Asset Management One’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Asset Management One’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	$482K	Buy	+5,096	New	+$482K	﹤0.01%	827
2022 Q4	–	Sell	-184,290	Closed	-$17.7M	–	1019
2022 Q3	$17.7M	Hold	184,290	–	–	0.09%	228
2022 Q2	$18.9M	Hold	184,290	–	–	0.09%	224
2022 Q1	$19.8M	Hold	184,290	–	–	0.08%	257
2021 Q4	$21.2M	Hold	184,290	–	–	0.07%	277
2021 Q3	$21.2M	Hold	184,290	–	–	0.08%	254
2021 Q2	$21.3M	Hold	184,290	–	–	0.08%	251
2021 Q1	$20.8M	Hold	184,290	–	–	0.08%	239
2020 Q4	$22.1M	Buy	184,290 +14,558	+9%	+$1.75M	0.09%	222
2020 Q3	$20.7M	Hold	169,732	–	–	0.1%	209
2020 Q2	$20.7M	Hold	169,732	–	–	0.1%	197
2020 Q1	$20.6M	Hold	169,732	–	–	0.12%	179
2019 Q4	$18.7M	Hold	169,732	–	–	0.08%	247
2019 Q3	$19.1M	Hold	169,732	–	–	0.09%	236
2019 Q2	$18.7M	Hold	169,732	–	–	0.09%	241
2019 Q1	$18.1M	Hold	169,732	–	–	0.1%	224
2018 Q4	$17.7M	Hold	169,732	–	–	0.04%	442
2018 Q3	$17.2M	Hold	169,732	–	–	0.04%	503
2018 Q2	$17.4M	Hold	169,732	–	–	0.04%	488
2018 Q1	$17.5M	Hold	169,732	–	–	0.04%	476
2017 Q4	$17.9M	Hold	169,732	–	–	0.04%	484
2017 Q3	$18.1M	Hold	169,732	–	–	0.04%	449
2017 Q2	$18.1M	Hold	169,732	–	–	0.05%	419
2017 Q1	$17.9M	Buy	169,732 +10,378	+7%	+$1.09M	0.05%	416
2016 Q4	$16.7M	Buy	+159,354	New	+$17.1M	0.04%	447

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

Asset Management One's IEF Position: Q2 2026 in Review

Asset Management One opened a new position in iShares 7-10 Year Treasury Bond ETF (IEF) in Q2 2026: 5,096 shares worth $482K. The stake represents ﹤0.01% of the portfolio and ranks #827 among its holdings. This is a return to the name: Asset Management One previously reported a position in IEF as recently as Q3 2022.

Asset Management One first reported a position in IEF in Q4 2016 and has held it in 25 quarters since. The position peaked at $22.1M in Q4 2020. 1,138 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Asset Management One held 5,096 shares of iShares 7-10 Year Treasury Bond ETF worth $482K as of Q2 2026.
iShares 7-10 Year Treasury Bond ETF was a new Asset Management One position in Q2 2026.
iShares 7-10 Year Treasury Bond ETF made up ﹤0.01% of Asset Management One's portfolio in Q2 2026, its #827 holding.
Asset Management One first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2016 and has held it in 25 quarters since.
Asset Management One's iShares 7-10 Year Treasury Bond ETF position peaked at $22.1M in Q4 2020.
1,138 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Asset Management One's 13F filing for Q2 2026, filed 28 Jul 2026.