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AssuredPartners Investment Advisors’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

AssuredPartners Investment 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
Q1 		$4.47M Buy
47,056
+1,301
+3% +$125K 0.49% 54
2025
Q4 		$4.4M Buy
45,755
+33,896
+286% +$3.28M 0.65% 39
2025
Q3 		$1.14M Sell
11,859
-1,262
-10% -$121K 0.25% 75
2025
Q2 		$1.26M Sell
13,121
-38,566
-75% -$3.65M 0.31% 62
2025
Q1 		$4.93M Buy
51,687
+2,086
+4% +$195K 0.95% 21
2024
Q4 		$4.59M Buy
+49,601
New +$4.69M 0.89% 23

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 $9.54B AUM 19.86% 1-Year Est. Return

AssuredPartners Investment Advisors's IEF Position: Q1 2026 in Review

AssuredPartners Investment Advisors increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 2.8% in Q1 2026, buying an estimated $125K and bringing the position to 47,056 shares worth $4.47M. The position accounts for 0.49% of the portfolio, ranked #54.

AssuredPartners Investment Advisors first reported a position in IEF in Q4 2024 and has held it in 6 quarters since. The position peaked at $4.93M in Q1 2025. 1,115 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

  • AssuredPartners Investment Advisors held 47,056 shares of iShares 7-10 Year Treasury Bond ETF worth $4.47M as of Q1 2026.
  • AssuredPartners Investment Advisors bought 1,301 iShares 7-10 Year Treasury Bond ETF shares in Q1 2026, an estimated $125K.
  • iShares 7-10 Year Treasury Bond ETF made up 0.49% of AssuredPartners Investment Advisors's portfolio in Q1 2026, its #54 holding.
  • AssuredPartners Investment Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2024 and has held it in 6 quarters since.
  • AssuredPartners Investment Advisors's iShares 7-10 Year Treasury Bond ETF position peaked at $4.93M in Q1 2025.
  • 1,115 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2026.

Based on AssuredPartners Investment Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.