Chilton Capital Management’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Chilton Capital Management’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	$8.13K	Hold	86	–	–	﹤0.01%	475
2026 Q1	$8.21K	Hold	86	–	–	﹤0.01%	486
2025 Q4	$8.27K	Hold	86	–	–	﹤0.01%	481
2025 Q3	$8.3K	Buy	+86	New	+$8.22K	﹤0.01%	504
2022 Q1	–	Sell	-39	Closed	-$4K	–	391
2021 Q4	$4K	Buy	+39	New	+$4.48K	﹤0.01%	568

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

Chilton Capital Management's IEF Position: Q2 2026 in Review

Chilton Capital Management held its iShares 7-10 Year Treasury Bond ETF (IEF) position steady in Q2 2026 at 86 shares worth $8.13K. The position accounts for ﹤0.01% of the portfolio, ranked #475.

Chilton Capital Management first reported a position in IEF in Q4 2021 and has held it in 5 quarters since. The position peaked at $8.3K in Q3 2025. 1,136 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Chilton Capital Management held 86 shares of iShares 7-10 Year Treasury Bond ETF worth $8.13K as of Q2 2026.
Chilton Capital Management left its iShares 7-10 Year Treasury Bond ETF share count unchanged in Q2 2026.
iShares 7-10 Year Treasury Bond ETF made up ﹤0.01% of Chilton Capital Management's portfolio in Q2 2026, its #475 holding.
Chilton Capital Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2021 and has held it in 5 quarters since.
Chilton Capital Management's iShares 7-10 Year Treasury Bond ETF position peaked at $8.3K in Q3 2025.
1,136 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Chilton Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.