Bank of America’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Bank of America’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
2025 Q4	–	Sell	-2,559,300	Closed	-$247M	–	7825
2025 Q3	$247M	Buy	2,559,300 +2,353,400	+1,143%	+$225M	0.02%	705
2025 Q2	$19.7M	Sell	205,900 -1,635,900	-89%	-$155M	﹤0.01%	2564
2025 Q1	$176M	Buy	1,841,800 +1,121,800	+156%	+$105M	0.01%	781
2024 Q4	$66.6M	Buy	720,000 +20,000	+3%	+$1.89M	0.01%	1285
2024 Q3	$68.7M	Buy	700,000 +620,000	+775%	+$59.9M	0.01%	1314
2024 Q2	$7.49M	Sell	80,000 -655,100	-89%	-$60.9M	﹤0.01%	3231
2024 Q1	$69.6M	Buy	735,100 +575,100	+359%	+$54.5M	0.01%	1255
2023 Q4	$15.4M	Sell	160,000 -1,544,600	-91%	-$143M	﹤0.01%	2416
2023 Q3	$156M	Buy	1,704,600 +1,104,600	+184%	+$104M	0.02%	690
2023 Q2	$58M	Sell	600,000 -75,000	-11%	-$7.37M	0.01%	1204
2023 Q1	$66.9M	Sell	675,000 -175,000	-21%	-$17.1M	0.01%	1172
2022 Q4	$81.4M	Buy	+850,000	New	+$81.6M	0.01%	1005
2022 Q3	–	Sell	-1,300,000	Closed	-$133M	–	8006
2022 Q2	$133M	Buy	1,300,000 +865,000	+199%	+$88.8M	0.02%	758
2022 Q1	$46.7M	Sell	435,000 -6,688,500	-94%	-$742M	﹤0.01%	1417
2021 Q4	$819M	Buy	7,123,500 +1,850,000	+35%	+$213M	0.08%	235
2021 Q3	$608M	Sell	5,273,500 -2,950,000	-36%	-$345M	0.06%	294
2021 Q2	$950M	Buy	8,223,500 +3,713,300	+82%	+$425M	0.1%	193
2021 Q1	$509M	Sell	4,510,200 -3,963,300	-47%	-$462M	0.06%	308
2020 Q4	$1.02B	Buy	8,473,500 +1,673,500	+25%	+$201M	0.13%	159
2020 Q3	$828M	Buy	6,800,000 +4,800,000	+240%	+$586M	0.11%	174
2020 Q2	$244M	Sell	2,000,000 -100,000	-5%	-$12.2M	0.04%	400
2020 Q1	$255M	Sell	2,100,000 -3,800,000	-64%	-$437M	0.05%	355
2019 Q4	$650M	Buy	+5,900,000	New	+$658M	0.09%	223
2019 Q3	–	Sell	-2,250,000	Closed	-$248M	–	7347
2019 Q2	$248M	Sell	2,250,000 -5,075,000	-69%	-$544M	0.04%	422
2019 Q1	$781M	Buy	7,325,000 +2,225,000	+44%	+$233M	0.12%	176
2018 Q4	$531M	Sell	5,100,000 -3,350,000	-40%	-$339M	0.09%	223
2018 Q3	$855M	Buy	8,450,000 +1,100,000	+15%	+$112M	0.13%	160
2018 Q2	$753M	Buy	7,350,000 +3,100,000	+73%	+$316M	0.12%	179
2018 Q1	$439M	Buy	+4,250,000	New	+$438M	0.07%	264
2017 Q2	–	Sell	-3,400,000	Closed	-$359M	–	7045
2017 Q1	$359M	Sell	3,400,000 -625,000	-16%	-$65.6M	0.07%	275
2016 Q4	$422M	Buy	4,025,000 +1,000,000	+33%	+$107M	0.09%	234
2016 Q3	$338M	Sell	3,025,000 -3,650,000	-55%	-$409M	0.07%	272
2016 Q2	$754M	Buy	6,675,000 +1,200,000	+22%	+$133M	0.17%	137
2016 Q1	$604M	Buy	5,475,000 +925,000	+20%	+$101M	0.15%	162
2015 Q4	$480M	Buy	4,550,000 +3,600	+0.1%	+$384K	0.11%	200
2015 Q3	$490M	Sell	4,546,400 -1,313,600	-22%	-$140M	0.12%	189
2015 Q2	$615M	Buy	5,860,000 +2,000,000	+52%	+$213M	0.2%	106
2015 Q1	$418M	Buy	+3,860,000	New	+$417M	0.14%	166
2014 Q3	–	Sell	-4,200,000	Closed	-$435M	–	8073
2014 Q2	$435M	Buy	+4,200,000	New	+$431M	0.14%	156

Other funds holding IEF

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America's IEF Position: Q1 2026 in Review

Bank of America increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 70% in Q1 2026, buying an estimated $906M and bringing the position to 22,900,079 shares worth $2.19B. The position accounts for 0.16% of the portfolio, ranked #134.

Bank of America first reported a position in IEF in Q2 2013 and has held it in 52 quarters since. 1,116 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

Bank of America held 22,900,079 shares of iShares 7-10 Year Treasury Bond ETF worth $2.19B as of Q1 2026.
Bank of America bought 9,414,689 iShares 7-10 Year Treasury Bond ETF shares in Q1 2026, an estimated $906M.
iShares 7-10 Year Treasury Bond ETF made up 0.16% of Bank of America's portfolio in Q1 2026, its #134 holding.
Bank of America first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2013 and has held it in 52 quarters since.
1,116 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2026.

Based on Bank of America's 13F filing for Q1 2026, filed 18 May 2026.