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Canandaigua National Trust of Florida’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Canandaigua National Trust of Florida’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 		– Sell
-6,632
Closed -$638K – 121
2025
Q4 		$638K Buy
6,632
+4,348
+190% +$421K 0.4% 61
2025
Q3 		$220K Sell
2,284
-4,348
-66% -$416K 0.17% 99
2025
Q2 		$635K Buy
6,632
+4,348
+190% +$411K 0.45% 60
2025
Q1 		$218K Buy
+2,284
New +$214K 0.19% 100

Other funds holding IEF

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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 $1.66T AUM 25.57% 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 $324B AUM 22.36% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Canandaigua National Trust of Florida's IEF Position: Q1 2026 in Review

Canandaigua National Trust of Florida sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q1 2026, closing a stake of 6,632 shares — an estimated $638K sold.

Canandaigua National Trust of Florida first reported a position in IEF in Q1 2025 and held it in 4 quarters. The position peaked at $638K in Q4 2025. 1,116 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

  • Canandaigua National Trust of Florida reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Canandaigua National Trust of Florida sold 6,632 iShares 7-10 Year Treasury Bond ETF shares in Q1 2026, an estimated $638K.
  • Canandaigua National Trust of Florida first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2025 and held it in 4 quarters.
  • Canandaigua National Trust of Florida's iShares 7-10 Year Treasury Bond ETF position peaked at $638K in Q4 2025.
  • 1,116 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2026.

Based on Canandaigua National Trust of Florida's 13F filing for Q1 2026, filed 8 Apr 2026.