BC
IEF icon

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
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
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 $9.54B AUM 19.86% 1-Year Est. Return

Barrett & Company's IEF Position: Q1 2026 in Review

Barrett & Company held its iShares 7-10 Year Treasury Bond ETF (IEF) position steady in Q1 2026 at 460 shares worth $43.9K. The position accounts for 0.02% of the portfolio, ranked #304.

Barrett & Company first reported a position in IEF in Q3 2022 and has held it in 15 quarters since. The position peaked at $45.6K in Q1 2023. 1,115 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

  • Barrett & Company held 460 shares of iShares 7-10 Year Treasury Bond ETF worth $43.9K as of Q1 2026.
  • Barrett & Company left its iShares 7-10 Year Treasury Bond ETF share count unchanged in Q1 2026.
  • iShares 7-10 Year Treasury Bond ETF made up 0.02% of Barrett & Company's portfolio in Q1 2026, its #304 holding.
  • Barrett & Company first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2022 and has held it in 15 quarters since.
  • Barrett & Company's iShares 7-10 Year Treasury Bond ETF position peaked at $45.6K in Q1 2023.
  • 1,115 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2026.

Based on Barrett & Company's 13F filing for Q1 2026, filed 4 May 2026.