AI
IEF icon

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

Atria 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 		$17.8M Buy
186,306
+89,932
+93% +$8.65M 0.2% 94
2025
Q4 		$9.27M Buy
96,374
+516
+0.5% +$49.9K 0.11% 209
2025
Q3 		$9.25M Buy
95,858
+4,097
+4% +$392K 0.11% 214
2025
Q2 		$8.79M Sell
91,761
-5,671
-6% -$536K 0.1% 219
2025
Q1 		$9.29M Sell
97,432
-3,670
-4% -$343K 0.12% 198
2024
Q4 		$9.35M Buy
101,102
+26,189
+35% +$2.47M 0.12% 199
2024
Q3 		$7.35M Buy
74,913
+2,046
+3% +$198K 0.09% 251
2024
Q2 		$6.82M Sell
72,867
-476
-0.6% -$44.2K 0.09% 259
2024
Q1 		$6.94M Buy
73,343
+7,128
+11% +$676K 0.1% 256
2023
Q4 		$6.38M Sell
66,215
-36
-0.1% -$3.33K 0.1% 240
2023
Q3 		$6.07M Sell
66,251
-3,806
-5% -$359K 0.11% 232
2023
Q2 		$6.77M Sell
70,057
-171,787
-71% -$16.9M 0.12% 195
2023
Q1 		$24M Buy
241,844
+190,652
+372% +$18.6M 0.45% 41
2022
Q4 		$4.9M Sell
51,192
-12,573
-20% -$1.21M 0.1% 260
2022
Q3 		$6.12M Buy
63,765
+7,065
+12% +$717K 0.14% 187
2022
Q2 		$5.8M Sell
56,700
-8,105
-13% -$832K 0.12% 207
2022
Q1 		$6.96M Buy
64,805
+601
+0.9% +$66.7K 0.12% 197
2021
Q4 		$7.38M Sell
64,204
-15,876
-20% -$1.82M 0.13% 187
2021
Q3 		$9.23M Buy
80,080
+26,119
+48% +$3.05M 0.17% 137
2021
Q2 		$6.23M Sell
53,961
-21,109
-28% -$2.42M 0.12% 196
2021
Q1 		$8.48M Sell
75,070
-13,886
-16% -$1.62M 0.19% 127
2020
Q4 		$10.7M Sell
88,956
-11,778
-12% -$1.42M 0.26% 87
2020
Q3 		$12.3M Sell
100,734
-123,962
-55% -$15.1M 0.37% 57
2020
Q2 		$27.4M Buy
+224,696
New +$27.3M 0.94% 16
2020
Q1 		– Sell
-28,012
Closed -$3.09M – 836
2019
Q4 		$3.09M Sell
28,012
-2,154
-7% -$240K 0.08% 212
2019
Q3 		$3.39M Sell
30,166
-73,985
-71% -$8.25M 0.12% 155
2019
Q2 		$11.8M Buy
104,151
+26,225
+34% +$2.81M 0.44% 43
2019
Q1 		$8.31M Sell
77,926
-1,343,573
-95% -$141M 0.35% 59
2018
Q4 		$148M Buy
1,421,499
+1,401,523
+7,016% +$142M 6.56% 2
2018
Q3 		$2.02M Sell
19,976
-4,090
-17% -$417K 0.08% 225
2018
Q2 		$2.47M Buy
24,066
+11,061
+85% +$1.13M 0.11% 189
2018
Q1 		$1.34M Sell
13,005
-3,066
-19% -$316K 0.06% 276
2017
Q4 		$1.7M Buy
16,071
+510
+3% +$54.1K 0.08% 239
2017
Q3 		$1.66M Sell
15,561
-510
-3% -$54.7K 0.09% 221
2017
Q2 		$1.71M Sell
16,071
-218,190
-93% -$23.3M 0.1% 201
2017
Q1 		$24.7M Buy
234,261
+221,899
+1,795% +$23.3M 1.61% 10
2016
Q4 		$1.3M Buy
12,362
+2,458
+25% +$264K 0.1% 210
2016
Q3 		$1.11M Sell
9,904
-578
-6% -$64.8K 0.1% 175
2016
Q2 		$1.19M Buy
10,482
+395
+4% +$43.7K 0.13% 143
2016
Q1 		$1.11M Buy
10,087
+2,179
+28% +$238K 0.13% 130
2015
Q4 		$847K Buy
7,908
+1,003
+15% +$107K 0.09% 162
2015
Q3 		$745K Sell
6,905
-1,404
-17% -$149K 0.1% 147
2015
Q2 		$873K Sell
8,309
-1,194
-13% -$127K 0.1% 152
2015
Q1 		$1.03M Sell
9,503
-9,814
-51% -$1.06M 0.12% 144
2014
Q4 		$2.05M Buy
19,317
+8,367
+76% +$882K 0.22% 75
2014
Q3 		$1.14M Sell
10,950
-3,883
-26% -$403K 0.12% 149
2014
Q2 		$1.54M Buy
14,833
+2,064
+16% +$212K 0.15% 124
2014
Q1 		$1.3M Sell
12,769
-3,699
-22% -$376K 0.13% 141
2013
Q4 		$1.63M Sell
16,468
-2,805
-15% -$285K 0.16% 117
2013
Q3 		$1.97M Buy
19,273
+16,635
+631% +$1.68M 0.2% 75
2013
Q2 		$270K Buy
+2,638
New +$281K 0.03% 315

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

Atria Investments's IEF Position: Q1 2026 in Review

Atria Investments increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 93% in Q1 2026, buying an estimated $8.65M and bringing the position to 186,306 shares worth $17.8M. The position accounts for 0.2% of the portfolio, ranked #94.

Atria Investments first reported a position in IEF in Q2 2013 and has held it in 51 quarters since. The position peaked at $148M in Q4 2018. 1,114 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

  • Atria Investments held 186,306 shares of iShares 7-10 Year Treasury Bond ETF worth $17.8M as of Q1 2026.
  • Atria Investments bought 89,932 iShares 7-10 Year Treasury Bond ETF shares in Q1 2026, an estimated $8.65M.
  • iShares 7-10 Year Treasury Bond ETF made up 0.2% of Atria Investments's portfolio in Q1 2026, its #94 holding.
  • Atria Investments first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2013 and has held it in 51 quarters since.
  • Atria Investments's iShares 7-10 Year Treasury Bond ETF position peaked at $148M in Q4 2018.
  • 1,114 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.