Barrett & Company’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Barrett & Company’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	$43.5K	Hold	460	–	–	0.01%	333
2026 Q1	$43.9K	Hold	460	–	–	0.02%	304
2025 Q4	$44.2K	Hold	460	–	–	0.01%	313
2025 Q3	$44.4K	Hold	460	–	–	0.02%	318
2025 Q2	$44.1K	Hold	460	–	–	0.02%	318
2025 Q1	$43.9K	Hold	460	–	–	0.02%	285
2024 Q4	$42.5K	Hold	460	–	–	0.02%	290
2024 Q3	$45.1K	Hold	460	–	–	0.02%	281
2024 Q2	$43.1K	Hold	460	–	–	0.02%	285
2024 Q1	$43.5K	Hold	460	–	–	0.02%	291
2023 Q4	$44.3K	Hold	460	–	–	0.02%	267
2023 Q3	$42.1K	Hold	460	–	–	0.02%	260
2023 Q2	$44.4K	Hold	460	–	–	0.03%	261
2023 Q1	$45.6K	Hold	460	–	–	0.03%	247
2022 Q4	$44.1K	Hold	460	–	–	0.03%	238
2022 Q3	$44.1K	Buy	+460	New	+$46.7K	0.03%	238

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 22.96% 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

Barrett & Company's IEF Position: Q2 2026 in Review

Barrett & Company held its iShares 7-10 Year Treasury Bond ETF (IEF) position steady in Q2 2026 at 460 shares worth $43.5K. The position accounts for 0.01% of the portfolio, ranked #333.

Barrett & Company first reported a position in IEF in Q3 2022 and has held it in 16 quarters since. The position peaked at $45.6K in Q1 2023. 1,142 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Barrett & Company held 460 shares of iShares 7-10 Year Treasury Bond ETF worth $43.5K as of Q2 2026.
Barrett & Company 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 Barrett & Company's portfolio in Q2 2026, its #333 holding.
Barrett & Company first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2022 and has held it in 16 quarters since.
Barrett & Company's iShares 7-10 Year Treasury Bond ETF position peaked at $45.6K in Q1 2023.
1,142 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Barrett & Company's 13F filing for Q2 2026, filed 24 Jul 2026.