Central Trust Company’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Central Trust Company’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	$8.78K	Sell	92 -111	-55%	-$10.7K	﹤0.01%	1175
2025 Q4	$19.5K	Hold	203	–	–	﹤0.01%	993
2025 Q3	$19.6K	Buy	203 +2	+1%	+$191	﹤0.01%	985
2025 Q2	$19.3K	Sell	201 -400	-67%	-$37.8K	﹤0.01%	991
2025 Q1	$57.3K	Sell	601 -217	-27%	-$20.3K	﹤0.01%	760
2024 Q4	$75.6K	Hold	818	–	–	﹤0.01%	711
2024 Q3	$80.3K	Hold	818	–	–	﹤0.01%	689
2024 Q2	$76.6K	Hold	818	–	–	﹤0.01%	696
2024 Q1	$77.4K	Buy	818 +581	+245%	+$55.1K	﹤0.01%	723
2023 Q4	$22.8K	Buy	+237	New	+$21.9K	﹤0.01%	936
2023 Q2	–	Sell	-53	Closed	-$5.25K	–	1261
2023 Q1	$5.25K	Hold	53	–	–	﹤0.01%	1112
2022 Q4	$5.08K	Hold	53	–	–	﹤0.01%	1086
2022 Q3	$5K	Hold	53	–	–	﹤0.01%	1113
2022 Q2	$5K	Hold	53	–	–	﹤0.01%	1121
2022 Q1	$6K	Sell	53 -143	-73%	-$15.9K	﹤0.01%	1137
2021 Q4	$23K	Buy	196 +103	+111%	+$11.8K	﹤0.01%	924
2021 Q3	$11K	Hold	93	–	–	﹤0.01%	1022
2021 Q2	$11K	Hold	93	–	–	﹤0.01%	999
2021 Q1	$11K	Hold	93	–	–	﹤0.01%	917
2020 Q4	$11K	Sell	93 -80	-46%	-$9.63K	﹤0.01%	886
2020 Q3	$21K	Hold	173	–	–	﹤0.01%	752
2020 Q2	$21K	Hold	173	–	–	﹤0.01%	735
2020 Q1	$21K	Buy	173 +158	+1,053%	+$18.2K	﹤0.01%	756
2019 Q4	$2K	Buy	+15	New	+$1.67K	﹤0.01%	1139
2016 Q1	–	Sell	-67	Closed	-$7K	–	1138
2015 Q4	$7K	Buy	+67	New	+$7.14K	﹤0.01%	1020
2015 Q3	–	Sell	-85	Closed	-$9K	–	1218
2015 Q2	$9K	Buy	+85	New	+$9.05K	﹤0.01%	1026

Other funds holding IEF

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Central Trust Company's IEF Position: Q1 2026 in Review

Central Trust Company reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 55% in Q1 2026, selling an estimated $10.7K and leaving 92 shares worth $8.78K. The position accounts for ﹤0.01% of the portfolio, ranked #1175.

Central Trust Company first reported a position in IEF in Q2 2015 and has held it in 26 quarters since. The position peaked at $80.3K in Q3 2024. 1,115 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

Central Trust Company held 92 shares of iShares 7-10 Year Treasury Bond ETF worth $8.78K as of Q1 2026.
Central Trust Company sold 111 iShares 7-10 Year Treasury Bond ETF shares in Q1 2026, an estimated $10.7K.
iShares 7-10 Year Treasury Bond ETF made up ﹤0.01% of Central Trust Company's portfolio in Q1 2026, its #1175 holding.
Central Trust Company first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2015 and has held it in 26 quarters since.
Central Trust Company's iShares 7-10 Year Treasury Bond ETF position peaked at $80.3K in Q3 2024.
1,115 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2026.

Based on Central Trust Company's 13F filing for Q1 2026, filed 17 Apr 2026.