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Brookwood Investment Group’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Brookwood Investment Group’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 		$1.08M Sell
11,456
-3,331
-23% -$315K 0.12% 174
2026
Q1 		$1.41M Buy
14,787
+3,783
+34% +$364K 0.17% 132
2025
Q4 		$1.06M Sell
11,004
-13
-0.1% -$1.26K 0.13% 155
2025
Q3 		$1.06M Buy
11,017
+202
+2% +$19.3K 0.14% 138
2025
Q2 		$1.04M Buy
10,815
+469
+5% +$44.3K 0.17% 123
2025
Q1 		$987K Buy
+10,346
New +$968K 0.17% 118

Other funds holding IEF

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Raymond James Financial
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

Brookwood Investment Group's IEF Position: Q2 2026 in Review

Brookwood Investment Group reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 23% in Q2 2026, selling an estimated $315K and leaving 11,456 shares worth $1.08M. The position accounts for 0.12% of the portfolio, ranked #174.

Brookwood Investment Group first reported a position in IEF in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.41M in Q1 2026. 1,136 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

  • Brookwood Investment Group held 11,456 shares of iShares 7-10 Year Treasury Bond ETF worth $1.08M as of Q2 2026.
  • Brookwood Investment Group sold 3,331 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $315K.
  • iShares 7-10 Year Treasury Bond ETF made up 0.12% of Brookwood Investment Group's portfolio in Q2 2026, its #174 holding.
  • Brookwood Investment Group first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2025 and has held it in 6 quarters since.
  • Brookwood Investment Group's iShares 7-10 Year Treasury Bond ETF position peaked at $1.41M in Q1 2026.
  • 1,136 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Brookwood Investment Group's 13F filing for Q2 2026, filed 23 Jul 2026.