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Crestwood Advisors Group’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Crestwood Advisors 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 		$237K Sell
2,506
-1,569
-39% -$148K ﹤0.01% 775
2026
Q1 		$389K Sell
4,075
-515
-11% -$49.5K 0.01% 493
2025
Q4 		$441K Buy
4,590
+95
+2% +$9.19K 0.01% 422
2025
Q3 		$434K Sell
4,495
-34
-0.8% -$3.25K 0.01% 386
2025
Q2 		$434K Sell
4,529
-902
-17% -$85.3K 0.01% 372
2025
Q1 		$518K Sell
5,431
-28
-0.5% -$2.62K 0.01% 339
2024
Q4 		$505K Sell
5,459
-1,648
-23% -$156K 0.01% 305
2024
Q3 		$697K Buy
7,107
+1,028
+17% +$99.4K 0.01% 257
2024
Q2 		$569K Buy
6,079
+133
+2% +$12.4K 0.01% 266
2024
Q1 		$563K Buy
5,946
+232
+4% +$22K 0.01% 261
2023
Q4 		$551K Buy
+5,714
New +$528K 0.01% 249

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

Crestwood Advisors Group's IEF Position: Q2 2026 in Review

Crestwood Advisors Group reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 39% in Q2 2026, selling an estimated $148K and leaving 2,506 shares worth $237K. The position accounts for ﹤0.01% of the portfolio, ranked #775.

Crestwood Advisors Group first reported a position in IEF in Q4 2023 and has held it in 11 quarters since. The position peaked at $697K in Q3 2024. 1,136 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

  • Crestwood Advisors Group held 2,506 shares of iShares 7-10 Year Treasury Bond ETF worth $237K as of Q2 2026.
  • Crestwood Advisors Group sold 1,569 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $148K.
  • iShares 7-10 Year Treasury Bond ETF made up ﹤0.01% of Crestwood Advisors Group's portfolio in Q2 2026, its #775 holding.
  • Crestwood Advisors Group first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • Crestwood Advisors Group's iShares 7-10 Year Treasury Bond ETF position peaked at $697K in Q3 2024.
  • 1,136 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.