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D.A. Davidson & Co’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

D.A. Davidson & Co’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 		$6.57M Buy
68,836
+64,022
+1,330% +$6.16M 0.04% 328
2025
Q4 		$463K Sell
4,814
-52
-1% -$5.03K ﹤0.01% 1171
2025
Q3 		$469K Sell
4,866
-30,056
-86% -$2.87M ﹤0.01% 1151
2025
Q2 		$3.34M Sell
34,922
-112,581
-76% -$10.6M 0.02% 439
2025
Q1 		$14.1M Buy
147,503
+37,864
+35% +$3.54M 0.11% 149
2024
Q4 		$10.1M Buy
109,639
+105,930
+2,856% +$10M 0.08% 190
2024
Q3 		$364K Buy
3,709
+441
+13% +$42.6K ﹤0.01% 1123
2024
Q2 		$306K Sell
3,268
-3,308
-50% -$307K ﹤0.01% 1154
2024
Q1 		$622K Buy
6,576
+4,446
+209% +$421K 0.01% 902
2023
Q4 		$205K Buy
+2,130
New +$197K ﹤0.01% 1256
2022
Q3 		– Sell
-2,931
Closed -$300K – 1318
2022
Q2 		$300K Sell
2,931
-16,832
-85% -$1.73M ﹤0.01% 1012
2022
Q1 		$2.12M Buy
19,763
+17,821
+918% +$1.98M 0.02% 443
2021
Q4 		$223K Sell
1,942
-14,513
-88% -$1.67M ﹤0.01% 1157
2021
Q3 		$1.9M Sell
16,455
-16,620
-50% -$1.94M 0.02% 442
2021
Q2 		$3.82M Sell
33,075
-1,856
-5% -$212K 0.04% 307
2021
Q1 		$3.94M Buy
34,931
+4,664
+15% +$543K 0.05% 282
2020
Q4 		$3.63M Buy
30,267
+265
+0.9% +$31.9K 0.06% 241
2020
Q3 		$3.65M Buy
30,002
+255
+0.9% +$31.1K 0.06% 210
2020
Q2 		$3.63M Sell
29,747
-3,395
-10% -$413K 0.07% 198
2020
Q1 		$4.03M Buy
33,142
+1,782
+6% +$205K 0.08% 187
2019
Q4 		$3.46M Buy
31,360
+2,018
+7% +$225K 0.06% 254
2019
Q3 		$3.3M Buy
+29,342
New +$3.27M 0.06% 252
2017
Q3 		– Sell
-66
Closed -$7K – 1510
2017
Q2 		$7K Buy
66
+35
+113% +$3.74K ﹤0.01% 2137
2017
Q1 		$3K Sell
31
-493
-94% -$51.8K ﹤0.01% 2240
2016
Q4 		$54K Buy
524
+44
+9% +$4.73K ﹤0.01% 1565
2016
Q3 		$52K Sell
480
-12,692
-96% -$1.42M ﹤0.01% 1508
2016
Q2 		$1.49M Sell
13,172
-855
-6% -$94.6K 0.04% 334
2016
Q1 		$1.55M Buy
14,027
+12,491
+813% +$1.36M 0.05% 327
2015
Q4 		$161K Buy
1,536
+711
+86% +$75.8K 0.01% 925
2015
Q3 		$88K Buy
825
+343
+71% +$36.4K ﹤0.01% 1143
2015
Q2 		$50K Sell
482
-575
-54% -$61.2K ﹤0.01% 1434
2015
Q1 		$114K Buy
1,057
+322
+44% +$34.7K ﹤0.01% 1078
2014
Q4 		$77K Hold
735
– – ﹤0.01% 1252
2014
Q3 		$75K Sell
735
-2,354
-76% -$244K ﹤0.01% 1241
2014
Q2 		$319K Sell
3,089
-160
-5% -$16.4K 0.01% 725
2014
Q1 		$329K Sell
3,249
-747
-19% -$75.8K 0.01% 720
2013
Q4 		$396K Sell
3,996
-1,054
-21% -$107K 0.01% 656
2013
Q3 		$513K Sell
5,050
-1,124
-18% -$114K 0.02% 497
2013
Q2 		$631K Buy
+6,174
New +$658K 0.03% 425

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 $8.74B AUM 14.62% 1-Year Est. Return

D.A. Davidson & Co's IEF Position: Q1 2026 in Review

D.A. Davidson & Co increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 1,330% in Q1 2026, buying an estimated $6.16M and bringing the position to 68,836 shares worth $6.57M. The position accounts for 0.04% of the portfolio, ranked #328.

D.A. Davidson & Co first reported a position in IEF in Q2 2013 and has held it in 39 quarters since. The position peaked at $14.1M in Q1 2025. 1,114 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

  • D.A. Davidson & Co held 68,836 shares of iShares 7-10 Year Treasury Bond ETF worth $6.57M as of Q1 2026.
  • D.A. Davidson & Co bought 64,022 iShares 7-10 Year Treasury Bond ETF shares in Q1 2026, an estimated $6.16M.
  • iShares 7-10 Year Treasury Bond ETF made up 0.04% of D.A. Davidson & Co's portfolio in Q1 2026, its #328 holding.
  • D.A. Davidson & Co first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2013 and has held it in 39 quarters since.
  • D.A. Davidson & Co's iShares 7-10 Year Treasury Bond ETF position peaked at $14.1M in Q1 2025.
  • 1,114 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2026.

Based on D.A. Davidson & Co's 13F filing for Q1 2026, filed 5 May 2026.