Cresset Asset Management’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Cresset Asset Management’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	$1.72M	Buy	18,142 +304	+2%	+$28.8K	0.01%	718
2026 Q1	$1.7M	Sell	17,838 -128,916	-88%	-$12.4M	0.01%	602
2025 Q4	$14.1M	Buy	146,754 +7,351	+5%	+$711K	0.06%	197
2025 Q3	$13.4M	Sell	139,403 -55,149	-28%	-$5.27M	0.06%	194
2025 Q2	$18.6M	Sell	194,552 -12,521	-6%	-$1.18M	0.09%	134
2025 Q1	$19.7M	Buy	207,073 +158,842	+329%	+$14.9M	0.1%	128
2024 Q4	$4.46M	Sell	48,231 -25,650	-35%	-$2.42M	0.02%	375
2024 Q3	$7.25M	Buy	73,881 +18,808	+34%	+$1.82M	0.03%	380
2024 Q2	$5.16M	Buy	55,073 +1,499	+3%	+$139K	0.02%	420
2024 Q1	$5.07M	Sell	53,574 -39,180	-42%	-$3.71M	0.02%	380
2023 Q4	$8.94M	Sell	92,754 -30,707	-25%	-$2.84M	0.05%	232
2023 Q3	$11.3M	Buy	123,461 +119,618	+3,113%	+$11.3M	0.04%	189
2023 Q2	$371K	Sell	3,843 -1,889	-33%	-$186K	﹤0.01%	1422
2023 Q1	$568K	Sell	5,732 -177	-3%	-$17.3K	0.01%	460
2022 Q4	$355K	Buy	5,909 +566	+11%	+$54.4K	﹤0.01%	497
2022 Q3	$513K	Buy	5,343 +1,552	+41%	+$157K	0.01%	504
2022 Q2	$388K	Buy	+3,791	New	+$389K	﹤0.01%	632
2022 Q1	–	Sell	-3,587	Closed	-$413K	–	1057
2021 Q4	$413K	Buy	+3,587	New	+$412K	﹤0.01%	756
2020 Q2	–	Sell	-5,801	Closed	-$705K	–	696
2020 Q1	$705K	Buy	5,801 +2,267	+64%	+$261K	0.02%	235
2019 Q4	$390K	Buy	3,534 +33	+0.9%	+$3.68K	0.01%	355
2019 Q3	$394K	Buy	+3,501	New	+$391K	0.01%	312

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

Cresset Asset Management's IEF Position: Q2 2026 in Review

Cresset Asset Management increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 1.7% in Q2 2026, buying an estimated $28.8K and bringing the position to 18,142 shares worth $1.72M. The position accounts for 0.01% of the portfolio, ranked #718.

Cresset Asset Management first reported a position in IEF in Q3 2019 and has held it in 21 quarters since. The position peaked at $19.7M in Q1 2025. 1,136 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Cresset Asset Management held 18,142 shares of iShares 7-10 Year Treasury Bond ETF worth $1.72M as of Q2 2026.
Cresset Asset Management bought 304 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $28.8K.
iShares 7-10 Year Treasury Bond ETF made up 0.01% of Cresset Asset Management's portfolio in Q2 2026, its #718 holding.
Cresset Asset Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2019 and has held it in 21 quarters since.
Cresset Asset Management's iShares 7-10 Year Treasury Bond ETF position peaked at $19.7M in Q1 2025.
1,136 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Cresset Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.