Brown Advisory’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Brown Advisory’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	$29.5M	Sell	311,661 -13,637	-4%	-$1.29M	0.05%	294
2026 Q1	$31M	Buy	325,298 +65,491	+25%	+$6.3M	0.05%	256
2025 Q4	$25M	Buy	259,807 +1,068	+0.4%	+$103K	0.03%	292
2025 Q3	$25M	Sell	258,739 -1,474	-0.6%	-$141K	0.03%	290
2025 Q2	$24.9M	Buy	260,213 +2,351	+0.9%	+$222K	0.03%	282
2025 Q1	$24.6M	Buy	257,862 +5,979	+2%	+$559K	0.04%	283
2024 Q4	$23.3M	Sell	251,883 -20,881	-8%	-$1.97M	0.03%	319
2024 Q3	$26.8M	Sell	272,764 -80,441	-23%	-$7.78M	0.03%	292
2024 Q2	$33.1M	Buy	353,205 +21,013	+6%	+$1.95M	0.04%	261
2024 Q1	$31.4M	Buy	332,192 +14,739	+5%	+$1.4M	0.04%	279
2023 Q4	$30.6M	Buy	317,453 +44,900	+16%	+$4.15M	0.04%	267
2023 Q3	$25M	Buy	272,553 +134,306	+97%	+$12.7M	0.04%	280
2023 Q2	$13.4M	Buy	138,247 +15,186	+12%	+$1.49M	0.02%	357
2023 Q1	$12.2M	Sell	123,061 -28,619	-19%	-$2.8M	0.02%	372
2022 Q4	$14.5M	Buy	151,680 +88,870	+141%	+$8.53M	0.03%	358
2022 Q3	$6.03M	Buy	+62,810	New	+$6.37M	0.01%	430

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

Brown Advisory's IEF Position: Q2 2026 in Review

Brown Advisory reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 4.2% in Q2 2026, selling an estimated $1.29M and leaving 311,661 shares worth $29.5M. The position accounts for 0.05% of the portfolio, ranked #294.

Brown Advisory first reported a position in IEF in Q3 2022 and has held it in 16 quarters since. The position peaked at $33.1M in Q2 2024. 1,138 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Brown Advisory held 311,661 shares of iShares 7-10 Year Treasury Bond ETF worth $29.5M as of Q2 2026.
Brown Advisory sold 13,637 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $1.29M.
iShares 7-10 Year Treasury Bond ETF made up 0.05% of Brown Advisory's portfolio in Q2 2026, its #294 holding.
Brown Advisory first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2022 and has held it in 16 quarters since.
Brown Advisory's iShares 7-10 Year Treasury Bond ETF position peaked at $33.1M in Q2 2024.
1,138 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Brown Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.