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Blue Trust Inc’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Blue Trust 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
Q1 		$618M Buy
6,475,952
+354,797
+6% +$34.1M 7.07% 1
2025
Q4 		$589M Buy
6,121,155
+168,542
+3% +$16.3M 6.65% 1
2025
Q3 		$574M Buy
5,952,613
+359,889
+6% +$34.4M 6.45% 2
2025
Q2 		$536M Buy
5,592,724
+326,335
+6% +$30.9M 6.32% 1
2025
Q1 		$502M Sell
5,266,389
-231,168
-4% -$21.6M 6.44% 1
2024
Q4 		$508M Buy
5,497,557
+497,208
+10% +$47M 6.51% 1
2024
Q3 		$468M Buy
5,000,349
+168,097
+3% +$16.3M 6.11% 3
2024
Q2 		$457M Sell
4,832,252
-66,954
-1% -$6.22M 6.27% 2
2024
Q1 		$464M Buy
4,899,206
+433,840
+10% +$41.1M 6.53% 2
2023
Q4 		$409M Buy
4,465,366
+259,802
+6% +$24M 6.56% 2
2023
Q3 		$406M Buy
4,205,564
+932,170
+28% +$87.9M 6.2% 2
2023
Q2 		$324M Buy
3,273,394
+1,023,190
+45% +$101M 5.15% 7
2023
Q1 		$216M Buy
2,250,204
+590,148
+36% +$57.7M 3.54% 10
2022
Q4 		$159M Buy
1,660,056
+1,313,771
+379% +$126M 2.85% 13
2022
Q3 		$35.4M Sell
346,285
-22,948
-6% -$2.33M 0.62% 28
2022
Q2 		$39.7M Buy
+369,233
New +$37.9M 0.62% 27

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Blue Trust Inc's IEF Position: Q1 2026 in Review

Blue Trust Inc increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 5.8% in Q1 2026, buying an estimated $34.1M and bringing the position to 6,475,952 shares worth $618M. The position accounts for 7.07% of the portfolio, ranked #1.

Blue Trust Inc first reported a position in IEF in Q2 2022 and has held it in 16 quarters since. 1,114 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

  • Blue Trust Inc held 6,475,952 shares of iShares 7-10 Year Treasury Bond ETF worth $618M as of Q1 2026.
  • Blue Trust Inc bought 354,797 iShares 7-10 Year Treasury Bond ETF shares in Q1 2026, an estimated $34.1M.
  • iShares 7-10 Year Treasury Bond ETF made up 7.07% of Blue Trust Inc's portfolio in Q1 2026, its #1 holding.
  • Blue Trust Inc first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2022 and has held it in 16 quarters since.
  • 1,114 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2026.

Based on Blue Trust Inc's 13F filing for Q1 2026, filed 20 Apr 2026.