Brown, Lisle/Cummings’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Brown, Lisle/Cummings’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 Q1	$6.87K	Buy	72 +13	+22%	+$1.25K	﹤0.01%	634
2025 Q4	$5.67K	Hold	59	–	–	﹤0.01%	545
2025 Q3	$5.69K	Hold	59	–	–	﹤0.01%	555
2025 Q2	$5.65K	Hold	59	–	–	﹤0.01%	557
2025 Q1	$5.63K	Hold	59	–	–	﹤0.01%	550
2024 Q4	$5.46K	Buy	59 +50	+556%	+$4.72K	﹤0.01%	532
2024 Q3	$883	Hold	9	–	–	﹤0.01%	600
2024 Q2	$843	Hold	9	–	–	﹤0.01%	590
2024 Q1	$852	Hold	9	–	–	﹤0.01%	544
2023 Q4	$868	Hold	9	–	–	﹤0.01%	558
2023 Q3	$824	Hold	9	–	–	﹤0.01%	537
2023 Q2	$869	Hold	9	–	–	﹤0.01%	541
2023 Q1	$892	Hold	9	–	–	﹤0.01%	518
2022 Q4	$862	Hold	9	–	–	﹤0.01%	506
2022 Q3	$864	Buy	+9	New	+$913	﹤0.01%	499

Other funds holding IEF

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 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, Lisle/Cummings's IEF Position: Q1 2026 in Review

Brown, Lisle/Cummings increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 22% in Q1 2026, buying an estimated $1.25K and bringing the position to 72 shares worth $6.87K. The position accounts for ﹤0.01% of the portfolio, ranked #634.

Brown, Lisle/Cummings first reported a position in IEF in Q3 2022 and has held it in 15 quarters since. 1,117 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

Brown, Lisle/Cummings held 72 shares of iShares 7-10 Year Treasury Bond ETF worth $6.87K as of Q1 2026.
Brown, Lisle/Cummings bought 13 iShares 7-10 Year Treasury Bond ETF shares in Q1 2026, an estimated $1.25K.
iShares 7-10 Year Treasury Bond ETF made up ﹤0.01% of Brown, Lisle/Cummings's portfolio in Q1 2026, its #634 holding.
Brown, Lisle/Cummings first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2022 and has held it in 15 quarters since.
1,117 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2026.

Based on Brown, Lisle/Cummings's 13F filing for Q1 2026, filed 20 Apr 2026.