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 Q2	$298K	Sell	3,155 -136	-4%	-$12.9K	0.02%	147
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 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

Bramshill Investments's IEF Position: Q2 2026 in Review

Bramshill Investments reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 4.1% in Q2 2026, selling an estimated $12.9K and leaving 3,155 shares worth $298K. The position accounts for 0.02% of the portfolio, ranked #147.

Bramshill Investments first reported a position in IEF in Q2 2025 and has held it in 5 quarters since. The position peaked at $314K in Q1 2026. 1,142 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Bramshill Investments held 3,155 shares of iShares 7-10 Year Treasury Bond ETF worth $298K as of Q2 2026.
Bramshill Investments sold 136 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $12.9K.
iShares 7-10 Year Treasury Bond ETF made up 0.02% of Bramshill Investments's portfolio in Q2 2026, its #147 holding.
Bramshill Investments first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2025 and has held it in 5 quarters since.
Bramshill Investments's iShares 7-10 Year Treasury Bond ETF position peaked at $314K in Q1 2026.
1,142 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Bramshill Investments's 13F filing for Q2 2026, filed 14 Aug 2026.