Corient Private Wealth’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Corient Private Wealth’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	$12.1M	Sell	156,632 -115,491	-42%	-$11.1M	0.02%	556
2025 Q4	$19.2M	Buy	272,123 +202,418	+290%	+$19.6M	0.01%	572
2025 Q3	$6.72M	Sell	69,705 -3,149	-4%	-$301K	0.01%	620
2025 Q2	$6.98M	Sell	72,854 -74,382	-51%	-$7.03M	0.01%	610
2025 Q1	$14M	Buy	147,236 +76,232	+107%	+$7.13M	0.02%	448
2024 Q4	$6M	Sell	71,004 -19,334	-21%	-$1.83M	0.01%	649
2024 Q3	$8.86M	Sell	90,338 -152,734	-63%	-$14.8M	0.01%	595
2024 Q2	$22.8M	Sell	243,072 -4,480	-2%	-$416K	0.04%	366
2024 Q1	$23.4M	Buy	247,552 +215,863	+681%	+$20.5M	0.04%	356
2023 Q4	$3.05M	Sell	31,689 -3,384	-10%	-$313K	0.01%	843
2023 Q3	$3.21M	Sell	35,073 -929,570	-96%	-$87.7M	0.01%	759
2023 Q2	$93.2M	Sell	964,643 -837,552	-46%	-$82.3M	0.22%	110
2023 Q1	$179M	Buy	1,802,195 +258,891	+17%	+$25.3M	0.48%	48
2022 Q4	$148M	Buy	+1,543,304	New	+$148M	0.54%	43

Other funds holding IEF

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Corient Private Wealth's IEF Position: Q1 2026 in Review

Corient Private Wealth reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 42% in Q1 2026, selling an estimated $11.1M and leaving 156,632 shares worth $12.1M. The position accounts for 0.02% of the portfolio, ranked #556.

Corient Private Wealth first reported a position in IEF in Q4 2022 and has held it in 14 quarters since. The position peaked at $179M in Q1 2023. 1,115 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

Corient Private Wealth held 156,632 shares of iShares 7-10 Year Treasury Bond ETF worth $12.1M as of Q1 2026.
Corient Private Wealth sold 115,491 iShares 7-10 Year Treasury Bond ETF shares in Q1 2026, an estimated $11.1M.
iShares 7-10 Year Treasury Bond ETF made up 0.02% of Corient Private Wealth's portfolio in Q1 2026, its #556 holding.
Corient Private Wealth first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2022 and has held it in 14 quarters since.
Corient Private Wealth's iShares 7-10 Year Treasury Bond ETF position peaked at $179M in Q1 2023.
1,115 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.