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Crescent Grove Advisors’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Crescent Grove Advisors’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 		$24.4M Buy
255,658
+239,370
+1,470% +$23M 2.35% 7
2025
Q4 		$1.57M Buy
16,288
+2,642
+19% +$256K 0.15% 98
2025
Q3 		$1.32M Hold
13,646
– – 0.12% 104
2025
Q2 		$1.31M Buy
13,646
+5,500
+68% +$520K 0.13% 99
2025
Q1 		$777K Buy
8,146
+4,613
+131% +$432K 0.08% 125
2024
Q4 		$327K Buy
3,533
+383
+12% +$36.2K 0.03% 205
2024
Q3 		$309K Buy
3,150
+205
+7% +$19.8K 0.03% 213
2024
Q2 		$276K Sell
2,945
-66,360
-96% -$6.16M 0.03% 222
2024
Q1 		$6.56M Sell
69,305
-16,999
-20% -$1.61M 0.68% 30
2023
Q4 		$8.32M Buy
86,304
+30,184
+54% +$2.79M 0.93% 24
2023
Q3 		$5.14M Buy
56,120
+9,015
+19% +$850K 0.64% 30
2023
Q2 		$4.55M Buy
47,105
+44,260
+1,556% +$4.35M 0.49% 42
2023
Q1 		$282K Hold
2,845
– – 0.03% 240
2022
Q4 		$272K Sell
2,845
-3,053
-52% -$293K 0.03% 236
2022
Q3 		$566K Sell
5,898
-2,239
-28% -$227K 0.07% 150
2022
Q2 		$832K Sell
8,137
-3,239
-28% -$332K 0.09% 116
2022
Q1 		$1.22M Buy
11,376
+514
+5% +$57K 0.12% 95
2021
Q4 		$1.25M Buy
10,862
+112
+1% +$12.9K 0.12% 95
2021
Q3 		$1.24M Buy
10,750
+3,441
+47% +$402K 0.13% 92
2021
Q2 		$844K Sell
7,309
-1,129
-13% -$129K 0.09% 117
2021
Q1 		$953K Sell
8,438
-380
-4% -$44.3K 0.11% 94
2020
Q4 		$1.06M Buy
8,818
+5,973
+210% +$719K 0.14% 76
2020
Q3 		$347K Hold
2,845
– – 0.07% 125
2020
Q2 		$347K Hold
2,845
– – 0.07% 109
2020
Q1 		$346K Hold
2,845
– – 0.08% 94
2019
Q4 		$314K Hold
2,845
– – 0.05% 127
2019
Q3 		$320K Buy
+2,845
New +$317K 0.06% 116

Other funds holding IEF

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Raymond James Financial
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

Crescent Grove Advisors's IEF Position: Q1 2026 in Review

Crescent Grove Advisors increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 1,470% in Q1 2026, buying an estimated $23M and bringing the position to 255,658 shares worth $24.4M. The position accounts for 2.35% of the portfolio, ranked #7.

Crescent Grove Advisors first reported a position in IEF in Q3 2019 and has held it in 27 quarters since. 1,115 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

  • Crescent Grove Advisors held 255,658 shares of iShares 7-10 Year Treasury Bond ETF worth $24.4M as of Q1 2026.
  • Crescent Grove Advisors bought 239,370 iShares 7-10 Year Treasury Bond ETF shares in Q1 2026, an estimated $23M.
  • iShares 7-10 Year Treasury Bond ETF made up 2.35% of Crescent Grove Advisors's portfolio in Q1 2026, its #7 holding.
  • Crescent Grove Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2019 and has held it in 27 quarters since.
  • 1,115 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2026.

Based on Crescent Grove Advisors's 13F filing for Q1 2026, filed 6 May 2026.