BankPlus Trust Department’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

BankPlus Trust Department’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	$31.7K	Hold	335	–	–	0.01%	317
2026 Q1	$32K	Hold	335	–	–	0.01%	301
2025 Q4	$32.2K	Hold	335	–	–	0.01%	290
2025 Q3	$32.3K	Hold	335	–	–	0.01%	282
2025 Q2	$32.1K	Hold	335	–	–	0.01%	268
2025 Q1	$31.9K	Hold	335	–	–	0.01%	265
2024 Q4	$31K	Buy	+335	New	+$31.7K	0.01%	262

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 22.9% 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

BankPlus Trust Department's IEF Position: Q2 2026 in Review

BankPlus Trust Department held its iShares 7-10 Year Treasury Bond ETF (IEF) position steady in Q2 2026 at 335 shares worth $31.7K. The position accounts for 0.01% of the portfolio, ranked #317.

BankPlus Trust Department first reported a position in IEF in Q4 2024 and has held it in 7 quarters since. The position peaked at $32.3K in Q3 2025. 1,143 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

BankPlus Trust Department held 335 shares of iShares 7-10 Year Treasury Bond ETF worth $31.7K as of Q2 2026.
BankPlus Trust Department left its iShares 7-10 Year Treasury Bond ETF share count unchanged in Q2 2026.
iShares 7-10 Year Treasury Bond ETF made up 0.01% of BankPlus Trust Department's portfolio in Q2 2026, its #317 holding.
BankPlus Trust Department first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2024 and has held it in 7 quarters since.
BankPlus Trust Department's iShares 7-10 Year Treasury Bond ETF position peaked at $32.3K in Q3 2025.
1,143 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on BankPlus Trust Department's 13F filing for Q2 2026, filed 28 Jul 2026.