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

Bramshill Investments’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 		$314K Buy
3,291
+43
+1% +$4.14K 0.03% 145
2025
Q4 		$312K Buy
3,248
+261
+9% +$25.3K 0.02% 140
2025
Q3 		$288K Buy
2,987
+872
+41% +$83.4K 0.02% 141
2025
Q2 		$203K Buy
+2,115
New +$200K 0.02% 148

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 $8.74B AUM 14.62% 1-Year Est. Return

Bramshill Investments's IEF Position: Q1 2026 in Review

Bramshill Investments increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 1.3% in Q1 2026, buying an estimated $4.14K and bringing the position to 3,291 shares worth $314K. The position accounts for 0.03% of the portfolio, ranked #145.

Bramshill Investments first reported a position in IEF in Q2 2025 and has held it in 4 quarters since. 1,114 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

  • Bramshill Investments held 3,291 shares of iShares 7-10 Year Treasury Bond ETF worth $314K as of Q1 2026.
  • Bramshill Investments bought 43 iShares 7-10 Year Treasury Bond ETF shares in Q1 2026, an estimated $4.14K.
  • iShares 7-10 Year Treasury Bond ETF made up 0.03% of Bramshill Investments's portfolio in Q1 2026, its #145 holding.
  • Bramshill Investments first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2025 and has held it in 4 quarters since.
  • 1,114 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2026.

Based on Bramshill Investments's 13F filing for Q1 2026, filed 15 May 2026.