Blue Trust Inc
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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
Q3 		$694M Buy
7,771,223
+532,094
+7% +$49.2M 7.3% 1
2026
Q2 		$685M Buy
7,239,129
+763,177
+12% +$72.2M 7.17% 1
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 $348B AUM 26.9% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
AIA Group
AIA Group Hong Kong $8.11B AUM 23.7% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Wealthcare Capital Management
Wealthcare Capital Management Richmond, Virginia $911M AUM 7.69% 1-Year Est. Return
Eastern Bank
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Greenleaf Trust
Greenleaf Trust Kalamazoo, Michigan $9.8B AUM 2.94% 1-Year Est. Return

Blue Trust Inc's IEF Position: Q3 2026 in Review

Blue Trust Inc increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 7.4% in Q3 2026, buying an estimated $49.2M and bringing the position to 7,771,223 shares worth $694M. The position accounts for 7.3% of the portfolio, ranked #1.

Blue Trust Inc first reported a position in IEF in Q2 2022 and has held it in 18 quarters since. 662 funds tracked by Wall St. Rank hold IEF as of Q3 2026.

  • Blue Trust Inc held 7,771,223 shares of iShares 7-10 Year Treasury Bond ETF worth $694M as of Q3 2026.
  • Blue Trust Inc bought 532,094 iShares 7-10 Year Treasury Bond ETF shares in Q3 2026, an estimated $49.2M.
  • iShares 7-10 Year Treasury Bond ETF made up 7.3% of Blue Trust Inc's portfolio in Q3 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 18 quarters since.
  • 662 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2026.

Based on Blue Trust Inc's 13F filing for Q3 2026, filed 15 Oct 2026.