CPIG
IEF icon

Chicago Partners Investment Group’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Chicago Partners Investment Group’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 		$11.4M Buy
122,421
+15,089
+14% +$1.43M 0.23% 79
2026
Q1 		$10.3M Buy
107,332
+5,213
+5% +$501K 0.23% 82
2025
Q4 		$9.8M Buy
102,119
+9,842
+11% +$952K 0.24% 78
2025
Q3 		$9M Buy
92,277
+3,072
+3% +$294K 0.24% 81
2025
Q2 		$8.44M Buy
89,205
+1,651
+2% +$156K 0.24% 82
2025
Q1 		$8.32M Buy
87,554
+4,084
+5% +$382K 0.28% 75
2024
Q4 		$7.68M Buy
83,470
+1,476
+2% +$139K 0.26% 82
2024
Q3 		$7.78M Buy
81,994
+3,488
+4% +$337K 0.28% 78
2024
Q2 		$7.49M Buy
78,506
+5,393
+7% +$501K 0.29% 80
2024
Q1 		$6.72M Buy
73,113
+5,861
+9% +$555K 0.29% 79
2023
Q4 		$6.37M Buy
67,252
+35,504
+112% +$3.28M 0.29% 78
2023
Q3 		$2.85M Buy
31,748
+18,826
+146% +$1.78M 0.15% 131
2023
Q2 		$1.22M Buy
+12,922
New +$1.27M 0.06% 261
2018
Q1 		– Sell
-102
Closed -$11K – 933
2017
Q4 		$11K Hold
102
– – ﹤0.01% 730
2017
Q3 		$11K Buy
+102
New +$10.9K ﹤0.01% 759
2017
Q2 		– Sell
-102
Closed -$11K – 715
2017
Q1 		$11K Hold
102
– – ﹤0.01% 441
2016
Q4 		$11K Sell
102
-100
-50% -$10.7K ﹤0.01% 423
2016
Q3 		$23K Buy
+202
New +$22.6K 0.01% 354

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Chicago Partners Investment Group's IEF Position: Q2 2026 in Review

Chicago Partners Investment Group increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 14% in Q2 2026, buying an estimated $1.43M and bringing the position to 122,421 shares worth $11.4M. The position accounts for 0.23% of the portfolio, ranked #79.

Chicago Partners Investment Group first reported a position in IEF in Q3 2016 and has held it in 18 quarters since. 1,136 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

  • Chicago Partners Investment Group held 122,421 shares of iShares 7-10 Year Treasury Bond ETF worth $11.4M as of Q2 2026.
  • Chicago Partners Investment Group bought 15,089 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $1.43M.
  • iShares 7-10 Year Treasury Bond ETF made up 0.23% of Chicago Partners Investment Group's portfolio in Q2 2026, its #79 holding.
  • Chicago Partners Investment Group first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2016 and has held it in 18 quarters since.
  • 1,136 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.