BEI
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Benjamin Edwards Inc’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Benjamin Edwards Inc’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 		$910K Sell
9,628
-55
-0.6% -$5.21K 0.01% 839
2026
Q1 		$924K Sell
9,683
-140
-1% -$13.5K 0.01% 790
2025
Q4 		$945K Buy
9,823
+1,740
+22% +$168K 0.01% 734
2025
Q3 		$780K Buy
8,083
+1,224
+18% +$117K 0.01% 778
2025
Q2 		$657K Buy
6,859
+3,513
+105% +$332K 0.01% 761
2025
Q1 		$319K Buy
+3,346
New +$313K ﹤0.01% 918
2023
Q1 		– Sell
-7,059
Closed -$676K – 728
2022
Q4 		$676K Buy
7,059
+881
+14% +$84.6K 0.18% 149
2022
Q3 		$593K Buy
6,178
+169
+3% +$17.1K 0.18% 150
2022
Q2 		$615K Buy
6,009
+1,271
+27% +$130K 0.18% 147
2022
Q1 		$509K Sell
4,738
-36,007
-88% -$4M 0.15% 162
2021
Q4 		$4.69M Buy
40,745
+23,953
+143% +$2.75M 1.52% 7
2021
Q3 		$1.94M Buy
16,792
+6,783
+68% +$793K 1.18% 10
2021
Q2 		$1.16M Buy
+10,009
New +$1.15M 0.79% 30
2020
Q4 		– Sell
-445
Closed -$54K – 377
2020
Q3 		$54K Sell
445
-13
-3% -$1.59K 0.04% 213
2020
Q2 		$56K Buy
458
+16
+4% +$1.94K 0.05% 191
2020
Q1 		$54K Buy
+442
New +$50.9K 0.06% 167
2019
Q4 		– Sell
-4,172
Closed -$469K – 292
2019
Q3 		$469K Buy
+4,172
New +$465K 1.02% 27

Other funds holding IEF

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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 $1.89T AUM 35.08% 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 $369B AUM 28.27% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Benjamin Edwards Inc's IEF Position: Q2 2026 in Review

Benjamin Edwards Inc reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 0.57% in Q2 2026, selling an estimated $5.21K and leaving 9,628 shares worth $910K. The position accounts for 0.01% of the portfolio, ranked #839.

Benjamin Edwards Inc first reported a position in IEF in Q3 2019 and has held it in 17 quarters since. The position peaked at $4.69M in Q4 2021. 1,138 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

  • Benjamin Edwards Inc held 9,628 shares of iShares 7-10 Year Treasury Bond ETF worth $910K as of Q2 2026.
  • Benjamin Edwards Inc sold 55 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $5.21K.
  • iShares 7-10 Year Treasury Bond ETF made up 0.01% of Benjamin Edwards Inc's portfolio in Q2 2026, its #839 holding.
  • Benjamin Edwards Inc first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2019 and has held it in 17 quarters since.
  • Benjamin Edwards Inc's iShares 7-10 Year Treasury Bond ETF position peaked at $4.69M in Q4 2021.
  • 1,138 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.