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

Colonial Trust’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 		$57.5K Sell
608
-48
-7% -$4.54K 0.01% 496
2026
Q1 		$62.6K Sell
656
-57
-8% -$5.48K 0.01% 490
2025
Q4 		$68.6K Sell
713
-224
-24% -$21.7K 0.01% 483
2025
Q3 		$90.4K Sell
937
-9
-1% -$861 0.01% 460
2025
Q2 		$90.6K Buy
946
+38
+4% +$3.59K 0.01% 448
2025
Q1 		$86.6K Sell
908
-122
-12% -$11.4K 0.01% 442
2024
Q4 		$95.2K Buy
1,030
+52
+5% +$4.91K 0.01% 459
2024
Q3 		$96K Buy
978
+177
+22% +$17.1K 0.01% 455
2024
Q2 		$75K Sell
801
-18
-2% -$1.67K 0.01% 451
2024
Q1 		$77.5K Buy
819
+3
+0.4% +$284 0.01% 445
2023
Q4 		$78.7K Sell
816
-65
-7% -$6.01K 0.02% 432
2023
Q3 		$80.7K Buy
881
+49
+6% +$4.62K 0.02% 399
2023
Q2 		$80.4K Sell
832
-524
-39% -$51.5K 0.02% 400
2023
Q1 		$134K Buy
1,356
+1,025
+310% +$100K 0.03% 287
2022
Q4 		$31.7K Buy
+331
New +$31.8K 0.01% 510

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

Colonial Trust's IEF Position: Q2 2026 in Review

Colonial Trust reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 7.3% in Q2 2026, selling an estimated $4.54K and leaving 608 shares worth $57.5K. The position accounts for 0.01% of the portfolio, ranked #496.

Colonial Trust first reported a position in IEF in Q4 2022 and has held it in 15 quarters since. The position peaked at $134K in Q1 2023. 1,136 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

  • Colonial Trust held 608 shares of iShares 7-10 Year Treasury Bond ETF worth $57.5K as of Q2 2026.
  • Colonial Trust sold 48 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $4.54K.
  • iShares 7-10 Year Treasury Bond ETF made up 0.01% of Colonial Trust's portfolio in Q2 2026, its #496 holding.
  • Colonial Trust first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • Colonial Trust's iShares 7-10 Year Treasury Bond ETF position peaked at $134K in Q1 2023.
  • 1,136 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Colonial Trust's 13F filing for Q2 2026, filed 11 Aug 2026.