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Bigelow Investment Advisors’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Bigelow Investment Advisors’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 		$213K Sell
2,230
-94
-4% -$9.04K 0.09% 148
2025
Q4 		$223K Buy
+2,324
New +$225K 0.09% 144
2023
Q4 		– Sell
-2,958
Closed -$271K – 152
2023
Q3 		$271K Buy
2,958
+1
+0% +$94 0.16% 129
2023
Q2 		$286K Buy
+2,957
New +$291K 0.16% 127
2023
Q1 		– Sell
-3,538
Closed -$346K – 124
2022
Q4 		$339K Sell
3,538
-2,393
-40% -$230K 0.2% 120
2022
Q3 		$569K Buy
5,931
+236
+4% +$23.9K 0.34% 84
2022
Q2 		$583K Buy
5,695
+1,906
+50% +$196K 0.32% 88
2022
Q1 		$407K Buy
3,789
+1,723
+83% +$191K 0.19% 109
2021
Q4 		$238K Hold
2,066
– – 0.11% 136
2021
Q3 		$238K Sell
2,066
-240
-10% -$28.1K 0.12% 131
2021
Q2 		$266K Hold
2,306
– – 0.13% 127
2021
Q1 		$260K Hold
2,306
– – 0.13% 127
2020
Q4 		$277K Hold
2,306
– – 0.15% 124
2020
Q3 		$281K Hold
2,306
– – 0.17% 120
2020
Q2 		$281K Hold
2,306
– – 0.18% 119
2020
Q1 		$280K Buy
2,306
+30
+1% +$3.45K 0.21% 118
2019
Q4 		$251K Buy
+2,276
New +$254K 0.15% 141
2019
Q3 		– Sell
-1,938
Closed -$213K – 154
2019
Q2 		$213K Sell
1,938
-26
-1% -$2.79K 0.14% 144
2019
Q1 		$209K Hold
1,964
– – 0.14% 146
2018
Q4 		$205K Sell
1,964
-200
-9% -$20.3K 0.15% 139
2018
Q3 		$219K Hold
2,164
– – 0.15% 144
2018
Q2 		$222K Sell
2,164
-681
-24% -$69.4K 0.15% 140
2018
Q1 		$294K Hold
2,845
– – 0.2% 126
2017
Q4 		$300K Buy
+2,845
New +$302K 0.3% 84

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

Bigelow Investment Advisors's IEF Position: Q1 2026 in Review

Bigelow Investment Advisors reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 4% in Q1 2026, selling an estimated $9.04K and leaving 2,230 shares worth $213K. The position accounts for 0.09% of the portfolio, ranked #148.

Bigelow Investment Advisors first reported a position in IEF in Q4 2017 and has held it in 24 quarters since. The position peaked at $583K in Q2 2022. 1,115 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

  • Bigelow Investment Advisors held 2,230 shares of iShares 7-10 Year Treasury Bond ETF worth $213K as of Q1 2026.
  • Bigelow Investment Advisors sold 94 iShares 7-10 Year Treasury Bond ETF shares in Q1 2026, an estimated $9.04K.
  • iShares 7-10 Year Treasury Bond ETF made up 0.09% of Bigelow Investment Advisors's portfolio in Q1 2026, its #148 holding.
  • Bigelow Investment Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2017 and has held it in 24 quarters since.
  • Bigelow Investment Advisors's iShares 7-10 Year Treasury Bond ETF position peaked at $583K in Q2 2022.
  • 1,115 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2026.

Based on Bigelow Investment Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.