Community Financial Services Group’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Community Financial Services 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	$36.6M	Sell	389,041 -53,093	-12%	-$5.02M	5.33%	1
2026 Q1	$42M	Buy	442,134 +23,436	+6%	+$2.25M	7.4%	1
2025 Q4	$40.3M	Buy	418,698 +33,348	+9%	+$3.23M	7.39%	1
2025 Q3	$37.2M	Buy	385,350 +38,603	+11%	+$3.69M	6.81%	1
2025 Q2	$33.2M	Buy	346,747 +10,709	+3%	+$1.01M	6.61%	2
2025 Q1	$32M	Buy	336,038 +9,764	+3%	+$914K	6.95%	1
2024 Q4	$30.2M	Buy	326,274 +29,961	+10%	+$2.83M	5.98%	3
2024 Q3	$29.1M	Sell	296,313 -7,579	-2%	-$733K	5.95%	2
2024 Q2	$28.5M	Sell	303,892 -8,811	-3%	-$819K	6.13%	2
2024 Q1	$29.6M	Buy	+312,703	New	+$29.6M	6.74%	1
2023 Q3	$38.5M	Buy	+420,215	New	+$39.6M	9.71%	1
2020 Q1	–	Sell	-199,555	Closed	-$22M	–	72
2019 Q4	$22M	Buy	199,555 +29,647	+17%	+$3.31M	5.71%	2
2019 Q3	$19.1M	Buy	+169,908	New	+$19M	5.53%	2

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

Community Financial Services Group's IEF Position: Q2 2026 in Review

Community Financial Services Group reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 12% in Q2 2026, selling an estimated $5.02M and leaving 389,041 shares worth $36.6M. The position accounts for 5.33% of the portfolio, ranked #1.

Community Financial Services Group first reported a position in IEF in Q3 2019 and has held it in 13 quarters since. The position peaked at $42M in Q1 2026. 1,138 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Community Financial Services Group held 389,041 shares of iShares 7-10 Year Treasury Bond ETF worth $36.6M as of Q2 2026.
Community Financial Services Group sold 53,093 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $5.02M.
iShares 7-10 Year Treasury Bond ETF made up 5.33% of Community Financial Services Group's portfolio in Q2 2026, its #1 holding.
Community Financial Services Group first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2019 and has held it in 13 quarters since.
Community Financial Services Group's iShares 7-10 Year Treasury Bond ETF position peaked at $42M in Q1 2026.
1,138 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Community Financial Services Group's 13F filing for Q2 2026, filed 9 Jul 2026.