Cary Street Partners’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Cary Street Partners’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	$685K	Buy	7,242 +292	+4%	+$27.6K	0.02%	584
2026 Q1	$663K	Sell	6,950 -26	-0.4%	-$2.5K	0.02%	527
2025 Q4	$671K	Buy	6,976 +261	+4%	+$25.3K	0.02%	526
2025 Q3	$648K	Sell	6,715 -161	-2%	-$15.4K	0.02%	517
2025 Q2	$659K	Sell	6,876 -2,100	-23%	-$199K	0.02%	495
2025 Q1	$856K	Sell	8,976 -133	-1%	-$12.4K	0.03%	424
2024 Q4	$842K	Buy	+9,109	New	+$861K	0.03%	411

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

Cary Street Partners's IEF Position: Q2 2026 in Review

Cary Street Partners increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 4.2% in Q2 2026, buying an estimated $27.6K and bringing the position to 7,242 shares worth $685K. The position accounts for 0.02% of the portfolio, ranked #584.

Cary Street Partners first reported a position in IEF in Q4 2024 and has held it in 7 quarters since. The position peaked at $856K in Q1 2025. 1,136 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Cary Street Partners held 7,242 shares of iShares 7-10 Year Treasury Bond ETF worth $685K as of Q2 2026.
Cary Street Partners bought 292 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $27.6K.
iShares 7-10 Year Treasury Bond ETF made up 0.02% of Cary Street Partners's portfolio in Q2 2026, its #584 holding.
Cary Street Partners first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2024 and has held it in 7 quarters since.
Cary Street Partners's iShares 7-10 Year Treasury Bond ETF position peaked at $856K in Q1 2025.
1,136 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Cary Street Partners's 13F filing for Q2 2026, filed 17 Jul 2026.