Bingham Private Wealth’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Bingham Private Wealth’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	$1.38M	Buy	14,541 +3,341	+30%	+$316K	0.95%	25
2026 Q1	$1.07M	Buy	11,200 +988	+10%	+$95K	0.85%	31
2025 Q4	$982K	Buy	+10,212	New	+$988K	0.85%	32
2025 Q2	$738K	Sell	7,706 -39	-0.5%	-$3.69K	0.7%	36
2025 Q1	$739K	Buy	7,745 +308	+4%	+$28.8K	0.76%	35
2024 Q4	$688K	Buy	+7,437	New	+$703K	0.73%	38

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

Bingham Private Wealth's IEF Position: Q2 2026 in Review

Bingham Private Wealth increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 30% in Q2 2026, buying an estimated $316K and bringing the position to 14,541 shares worth $1.38M. The position accounts for 0.95% of the portfolio, ranked #25.

Bingham Private Wealth first reported a position in IEF in Q4 2024 and has held it in 6 quarters since. 1,140 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Bingham Private Wealth held 14,541 shares of iShares 7-10 Year Treasury Bond ETF worth $1.38M as of Q2 2026.
Bingham Private Wealth bought 3,341 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $316K.
iShares 7-10 Year Treasury Bond ETF made up 0.95% of Bingham Private Wealth's portfolio in Q2 2026, its #25 holding.
Bingham Private Wealth first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2024 and has held it in 6 quarters since.
1,140 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Bingham Private Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.