Bryn Mawr Capital Management’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Bryn Mawr Capital Management’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	$693K	Sell	7,329 -3,533	-33%	-$334K	0.03%	250
2026 Q1	$1.04M	Sell	10,862 -3,194	-23%	-$307K	0.05%	212
2025 Q4	$1.35M	Sell	14,056 -5,438	-28%	-$526K	0.07%	186
2025 Q3	$1.88M	Sell	19,494 -4,416	-18%	-$422K	0.09%	156
2025 Q2	$2.29M	Sell	23,910 -4,093	-15%	-$387K	0.13%	134
2025 Q1	$2.67M	Sell	28,003 -1,214	-4%	-$114K	0.16%	117
2024 Q4	$2.7M	Buy	29,217 +860	+3%	+$81.3K	0.15%	128
2024 Q3	$2.78M	Buy	28,357 +378	+1%	+$36.5K	0.15%	130
2024 Q2	$2.62M	Buy	27,979 +1,491	+6%	+$139K	0.14%	131
2024 Q1	$2.51M	Buy	26,488 +3,135	+13%	+$297K	0.14%	133
2023 Q4	$2.25M	Buy	23,353 +311	+1%	+$28.8K	0.14%	140
2023 Q3	$2.11M	Buy	23,042 +2,566	+13%	+$242K	0.14%	141
2023 Q2	$1.98M	Sell	20,476 -3,230	-14%	-$318K	0.19%	113
2023 Q1	$2.35M	Buy	23,706 +2,144	+10%	+$210K	0.25%	94
2022 Q4	$2.07M	Buy	+21,562	New	+$2.07M	0.22%	102

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

Bryn Mawr Capital Management's IEF Position: Q2 2026 in Review

Bryn Mawr Capital Management reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 33% in Q2 2026, selling an estimated $334K and leaving 7,329 shares worth $693K. The position accounts for 0.03% of the portfolio, ranked #250.

Bryn Mawr Capital Management first reported a position in IEF in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.78M in Q3 2024. 1,136 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Bryn Mawr Capital Management held 7,329 shares of iShares 7-10 Year Treasury Bond ETF worth $693K as of Q2 2026.
Bryn Mawr Capital Management sold 3,533 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $334K.
iShares 7-10 Year Treasury Bond ETF made up 0.03% of Bryn Mawr Capital Management's portfolio in Q2 2026, its #250 holding.
Bryn Mawr Capital Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2022 and has held it in 15 quarters since.
Bryn Mawr Capital Management's iShares 7-10 Year Treasury Bond ETF position peaked at $2.78M in Q3 2024.
1,136 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Bryn Mawr Capital Management's 13F filing for Q2 2026, filed 3 Aug 2026.