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Brighton Jones LLC’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Brighton Jones LLC’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 		$342K Sell
3,618
-377
-9% -$35.7K 0.01% 984
2026
Q1 		$381K Buy
+3,995
New +$384K 0.01% 813
2025
Q4 		– Sell
-11,106
Closed -$1.07M – 462
2025
Q3 		$1.07M Buy
+11,106
New +$1.06M 0.03% 381

Other funds holding IEF

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $38.6B AUM 35.31% 1-Year Est. Return
PC
Peavine Capital Reno, Nevada $472M AUM 9.2% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Brighton Jones LLC's IEF Position: Q2 2026 in Review

Brighton Jones LLC reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 9.4% in Q2 2026, selling an estimated $35.7K and leaving 3,618 shares worth $342K. The position accounts for 0.01% of the portfolio, ranked #984.

Brighton Jones LLC first reported a position in IEF in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.07M in Q3 2025. 860 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

  • Brighton Jones LLC held 3,618 shares of iShares 7-10 Year Treasury Bond ETF worth $342K as of Q2 2026.
  • Brighton Jones LLC sold 377 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $35.7K.
  • iShares 7-10 Year Treasury Bond ETF made up 0.01% of Brighton Jones LLC's portfolio in Q2 2026, its #984 holding.
  • Brighton Jones LLC first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • Brighton Jones LLC's iShares 7-10 Year Treasury Bond ETF position peaked at $1.07M in Q3 2025.
  • 860 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Brighton Jones LLC's 13F filing for Q2 2026, filed 11 Aug 2026.