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Birchbrook’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Birchbrook’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 		$3.97K Buy
42
+5
+14% +$473 ﹤0.01% 249
2026
Q1 		$3.53K Buy
+37
New +$3.56K ﹤0.01% 242
2024
Q2 		– Sell
-505
Closed -$47.8K – 273
2024
Q1 		$47.8K Hold
505
– – 0.03% 125
2023
Q4 		$48.7K Buy
+505
New +$46.7K 0.03% 121

Other funds holding IEF

BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
PC
Peavine Capital Reno, Nevada $472M AUM 9.2% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AG
AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MSCM
McElhenny Sheffield Capital Management Dallas, Texas $404M AUM 19.8% 1-Year Est. Return

Birchbrook's IEF Position: Q2 2026 in Review

Birchbrook increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 14% in Q2 2026, buying an estimated $473 and bringing the position to 42 shares worth $3.97K. The position accounts for ﹤0.01% of the portfolio, ranked #249.

Birchbrook first reported a position in IEF in Q4 2023 and has held it in 4 quarters since. The position peaked at $48.7K in Q4 2023. 542 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

  • Birchbrook held 42 shares of iShares 7-10 Year Treasury Bond ETF worth $3.97K as of Q2 2026.
  • Birchbrook bought 5 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $473.
  • iShares 7-10 Year Treasury Bond ETF made up ﹤0.01% of Birchbrook's portfolio in Q2 2026, its #249 holding.
  • Birchbrook first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2023 and has held it in 4 quarters since.
  • Birchbrook's iShares 7-10 Year Treasury Bond ETF position peaked at $48.7K in Q4 2023.
  • 542 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Birchbrook's 13F filing for Q2 2026, filed 9 Jul 2026.