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

Cerity 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 		$100M Buy
1,061,624
+77,660
+8% +$7.35M 0.12% 153
2026
Q1 		$93.9M Buy
983,964
+12,657
+1% +$1.22M 0.13% 146
2025
Q4 		$93.4M Buy
971,307
+67,495
+7% +$6.53M 0.14% 145
2025
Q3 		$87.2M Sell
903,812
-11,395
-1% -$1.09M 0.14% 144
2025
Q2 		$87.6M Sell
915,207
-90,813
-9% -$8.59M 0.16% 138
2025
Q1 		$95.9M Buy
1,006,020
+137,423
+16% +$12.9M 0.19% 113
2024
Q4 		$80.3M Buy
868,597
+94,504
+12% +$8.93M 0.17% 125
2024
Q3 		$76M Buy
774,093
+7,946
+1% +$768K 0.17% 137
2024
Q2 		$71.7M Sell
766,147
-11,156
-1% -$1.04M 0.19% 122
2024
Q1 		$73.5M Sell
777,303
-6,814
-0.9% -$646K 0.19% 114
2023
Q4 		$75.6M Sell
784,117
-24,146
-3% -$2.23M 0.25% 94
2023
Q3 		$74M Sell
808,263
-142,673
-15% -$13.5M 0.36% 75
2023
Q2 		$91.9M Buy
950,936
+800,305
+531% +$78.7M 0.36% 59
2023
Q1 		$14.9M Buy
150,631
+148,132
+5,928% +$14.5M 0.04% 291
2022
Q4 		$239K Buy
+2,499
New +$240K ﹤0.01% 1243
2022
Q3 		– Sell
-242,786
Closed -$24.8M – 1209
2022
Q2 		$24.8M Sell
242,786
-11,804
-5% -$1.21M 0.27% 75
2022
Q1 		$27.4M Sell
254,590
-4,915
-2% -$545K 0.43% 50
2021
Q4 		$29.8M Buy
259,505
+257,609
+13,587% +$29.6M 0.45% 49
2021
Q3 		$218K Sell
1,896
-493
-21% -$57.6K ﹤0.01% 631
2021
Q2 		$276K Sell
2,389
-548
-19% -$62.7K 0.01% 605
2021
Q1 		$332K Sell
2,937
-590
-17% -$68.7K 0.01% 530
2020
Q4 		$423K Buy
+3,527
New +$424K 0.01% 439

Other funds holding IEF

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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 $1.89T AUM 35.08% 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 $369B AUM 28.27% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Cerity Partners's IEF Position: Q2 2026 in Review

Cerity Partners increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 7.9% in Q2 2026, buying an estimated $7.35M and bringing the position to 1,061,624 shares worth $100M. The position accounts for 0.12% of the portfolio, ranked #153.

Cerity Partners first reported a position in IEF in Q4 2020 and has held it in 22 quarters since. 1,054 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

  • Cerity Partners held 1,061,624 shares of iShares 7-10 Year Treasury Bond ETF worth $100M as of Q2 2026.
  • Cerity Partners bought 77,660 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $7.35M.
  • iShares 7-10 Year Treasury Bond ETF made up 0.12% of Cerity Partners's portfolio in Q2 2026, its #153 holding.
  • Cerity Partners first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2020 and has held it in 22 quarters since.
  • 1,054 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.