BridgePort Financial Solutions’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

BridgePort Financial Solutions’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	$420K	Hold	4,445	–	–	0.11%	153
2026 Q1	$424K	Sell	4,445 -3,500	-44%	-$337K	0.12%	139
2025 Q4	$764K	Hold	7,945	–	–	0.21%	93
2025 Q3	$766K	Buy	+7,945	New	+$760K	0.21%	91

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

BridgePort Financial Solutions's IEF Position: Q2 2026 in Review

BridgePort Financial Solutions held its iShares 7-10 Year Treasury Bond ETF (IEF) position steady in Q2 2026 at 4,445 shares worth $420K. The position accounts for 0.11% of the portfolio, ranked #153.

BridgePort Financial Solutions first reported a position in IEF in Q3 2025 and has held it in 4 quarters since. The position peaked at $766K in Q3 2025. 1,138 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

BridgePort Financial Solutions held 4,445 shares of iShares 7-10 Year Treasury Bond ETF worth $420K as of Q2 2026.
BridgePort Financial Solutions left its iShares 7-10 Year Treasury Bond ETF share count unchanged in Q2 2026.
iShares 7-10 Year Treasury Bond ETF made up 0.11% of BridgePort Financial Solutions's portfolio in Q2 2026, its #153 holding.
BridgePort Financial Solutions first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2025 and has held it in 4 quarters since.
BridgePort Financial Solutions's iShares 7-10 Year Treasury Bond ETF position peaked at $766K in Q3 2025.
1,138 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on BridgePort Financial Solutions's 13F filing for Q2 2026, filed 24 Jul 2026.