CTA
IEF icon

Chesley Taft & Associates’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Chesley Taft & Associates’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
-2,175
Closed -$209K – 381
2025
Q4 		$209K Sell
2,175
-1,100
-34% -$106K 0.01% 364
2025
Q3 		$316K Sell
3,275
-425
-11% -$40.6K 0.01% 305
2025
Q2 		$354K Sell
3,700
-600
-14% -$56.7K 0.02% 284
2025
Q1 		$410K Sell
4,300
-950
-18% -$88.9K 0.02% 273
2024
Q4 		$485K Sell
5,250
-5,300
-50% -$501K 0.02% 251
2024
Q3 		$1.04M Sell
10,550
-200
-2% -$19.3K 0.05% 190
2024
Q2 		$1.01M Sell
10,750
-100
-0.9% -$9.29K 0.05% 187
2024
Q1 		$1.03M Sell
10,850
-100
-0.9% -$9.48K 0.05% 186
2023
Q4 		$1.06M Sell
10,950
-800
-7% -$74K 0.06% 182
2023
Q3 		$1.08M Sell
11,750
-1,400
-11% -$132K 0.07% 171
2023
Q2 		$1.27M Buy
13,150
+200
+2% +$19.7K 0.08% 164
2023
Q1 		$1.28M Buy
12,950
+200
+2% +$19.6K 0.08% 157
2022
Q4 		$1.22M Hold
12,750
– – 0.08% 154
2022
Q3 		$1.22M Sell
12,750
-500
-4% -$50.7K 0.09% 149
2022
Q2 		$1.35M Hold
13,250
– – 0.09% 150
2022
Q1 		$1.38M Sell
13,250
-150
-1% -$16.6K 0.08% 158
2021
Q4 		$1.54M Sell
13,400
-200
-1% -$23K 0.08% 162
2021
Q3 		$1.57M Hold
13,600
– – 0.09% 156
2021
Q2 		$1.57M Sell
13,600
-400
-3% -$45.8K 0.09% 150
2021
Q1 		$1.58M Sell
14,000
-20,825
-60% -$2.43M 0.09% 147
2020
Q4 		$4.18M Buy
34,825
+1,000
+3% +$120K 0.27% 83
2020
Q3 		$4.12M Sell
33,825
-1,800
-5% -$220K 0.29% 79
2020
Q2 		$4.34M Buy
35,625
+50
+0.1% +$6.08K 0.33% 75
2020
Q1 		$4.32M Hold
35,575
– – 0.39% 67
2019
Q4 		$3.92M Sell
35,575
-50
-0.1% -$5.58K 0.28% 77
2019
Q3 		$4.01M Buy
35,625
+29,900
+522% +$3.34M 0.31% 75
2019
Q2 		$630K Buy
+5,725
New +$614K 0.05% 189
2014
Q1 		– Sell
-2,150
Closed -$213K – 266
2013
Q4 		$213K Sell
2,150
-10,125
-82% -$1.03M 0.02% 254
2013
Q3 		$1.25M Sell
12,275
-3,225
-21% -$326K 0.14% 140
2013
Q2 		$1.59M Buy
+15,500
New +$1.65M 0.18% 118

Other funds holding IEF

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 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 $374B AUM 17.66% 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 $173B AUM 20.72% 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 $8.74B AUM 14.62% 1-Year Est. Return

Chesley Taft & Associates's IEF Position: Q1 2026 in Review

Chesley Taft & Associates sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q1 2026, closing a stake of 2,175 shares — an estimated $209K sold.

Chesley Taft & Associates first reported a position in IEF in Q2 2013 and held it in 30 quarters. The position peaked at $4.34M in Q2 2020. 1,114 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

  • Chesley Taft & Associates reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Chesley Taft & Associates sold 2,175 iShares 7-10 Year Treasury Bond ETF shares in Q1 2026, an estimated $209K.
  • Chesley Taft & Associates first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2013 and held it in 30 quarters.
  • Chesley Taft & Associates's iShares 7-10 Year Treasury Bond ETF position peaked at $4.34M in Q2 2020.
  • 1,114 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2026.

Based on Chesley Taft & Associates's 13F filing for Q1 2026, filed 13 Apr 2026.