Bank Julius Baer & Co
IEF icon

Bank Julius Baer & Co’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Bank Julius Baer & Co’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 		$302M Sell
3,163,775
-217,683
-6% -$20.9M 0.91% 30
2025
Q4 		$325M Buy
3,381,458
+201,487
+6% +$19.5M 0.9% 27
2025
Q3 		$307M Buy
3,179,971
+87,317
+3% +$8.35M 0.86% 27
2025
Q2 		$296M Buy
3,092,654
+86,999
+3% +$8.23M 0.88% 25
2025
Q1 		$287M Buy
3,005,655
+663,194
+28% +$62M 0.93% 27
2024
Q4 		$239M Buy
2,342,461
+211,314
+10% +$20M 0.74% 33
2024
Q3 		$248M Sell
2,131,147
-107,932
-5% -$10.4M 0.83% 31
2024
Q2 		$233M Sell
2,239,079
-262,952
-11% -$24.4M 0.89% 30
2024
Q1 		$237M Sell
2,502,031
-37,613
-1% -$3.56M 0.91% 29
2023
Q4 		$245M Sell
2,539,644
-105,124
-4% -$9.72M 1.03% 24
2023
Q3 		$242M Buy
2,644,768
+267,776
+11% +$25.3M 1.41% 19
2023
Q2 		$230M Buy
2,376,992
+77,317
+3% +$7.6M 1.37% 18
2023
Q1 		$228M Sell
2,299,675
-236,924
-9% -$23.2M 1.45% 18
2022
Q4 		$243M Sell
2,536,599
-301,981
-11% -$29M 1.66% 14
2022
Q3 		$272M Sell
2,838,580
-57,796
-2% -$5.86M 2.07% 10
2022
Q2 		$296M Buy
2,896,376
+677,965
+31% +$69.6M 2.09% 11
2022
Q1 		$238M Buy
2,218,411
+99,329
+5% +$11M 1.43% 18
2021
Q4 		$244M Buy
2,119,082
+698,027
+49% +$80.2M 1.3% 22
2021
Q3 		$164M Buy
1,421,055
+616,215
+77% +$72.1M 1.02% 29
2021
Q2 		$93M Buy
804,840
+149,390
+23% +$17.1M 0.59% 40
2021
Q1 		$74M Buy
655,450
+114,224
+21% +$13.3M 0.55% 47
2020
Q4 		$64.9M Buy
541,226
+47,661
+10% +$5.73M 0.53% 49
2020
Q3 		$60.1M Buy
493,565
+57,331
+13% +$6.99M 0.59% 48
2020
Q2 		$53.2M Sell
436,234
-113,648
-21% -$13.8M 0.61% 45
2020
Q1 		$50M Buy
+549,882
New +$63.3M 1.16% 24

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 $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 $424B AUM 22.96% 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 $202B AUM 37.79% 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

Bank Julius Baer & Co's IEF Position: Q1 2026 in Review

Bank Julius Baer & Co reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 6.4% in Q1 2026, selling an estimated $20.9M and leaving 3,163,775 shares worth $302M. The position accounts for 0.91% of the portfolio, ranked #30.

Bank Julius Baer & Co first reported a position in IEF in Q1 2020 and has held it in 25 quarters since. The position peaked at $325M in Q4 2025. 1,116 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

  • Bank Julius Baer & Co held 3,163,775 shares of iShares 7-10 Year Treasury Bond ETF worth $302M as of Q1 2026.
  • Bank Julius Baer & Co sold 217,683 iShares 7-10 Year Treasury Bond ETF shares in Q1 2026, an estimated $20.9M.
  • iShares 7-10 Year Treasury Bond ETF made up 0.91% of Bank Julius Baer & Co's portfolio in Q1 2026, its #30 holding.
  • Bank Julius Baer & Co first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2020 and has held it in 25 quarters since.
  • Bank Julius Baer & Co's iShares 7-10 Year Treasury Bond ETF position peaked at $325M in Q4 2025.
  • 1,116 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2026.

Based on Bank Julius Baer & Co's 13F filing for Q1 2026, filed 5 May 2026.