Corient Private Wealth
IEF icon

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
Q2 		$13M Sell
137,362
-19,270
-12% -$1.82M 0.02% 558
2026
Q1 		$12.1M Buy
156,632
+36,539
+30% +$3.51M 0.02% 556
2025
Q4 		$11.5M Buy
120,093
+50,388
+72% +$4.88M 0.02% 528
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
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

Corient Private Wealth's IEF Position: Q2 2026 in Review

Corient Private Wealth reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 12% in Q2 2026, selling an estimated $1.82M and leaving 137,362 shares worth $13M. The position accounts for 0.02% of the portfolio, ranked #558.

Corient Private Wealth first reported a position in IEF in Q4 2022 and has held it in 15 quarters since. The position peaked at $179M in Q1 2023. 1,138 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

  • Corient Private Wealth held 137,362 shares of iShares 7-10 Year Treasury Bond ETF worth $13M as of Q2 2026.
  • Corient Private Wealth sold 19,270 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $1.82M.
  • iShares 7-10 Year Treasury Bond ETF made up 0.02% of Corient Private Wealth's portfolio in Q2 2026, its #558 holding.
  • Corient Private Wealth first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • Corient Private Wealth's iShares 7-10 Year Treasury Bond ETF position peaked at $179M in Q1 2023.
  • 1,138 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.