D.J. St. Germain’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

D.J. St. Germain’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	$58.9K	Sell	623 -821	-57%	-$77.7K	﹤0.01%	451
2026 Q1	$138K	Buy	1,444 +33	+2%	+$3.17K	0.01%	332
2025 Q4	$136K	Sell	1,411 -69	-5%	-$6.68K	0.01%	368
2025 Q3	$143K	Hold	1,480	–	–	0.01%	351
2025 Q2	$142K	Hold	1,480	–	–	0.01%	346
2025 Q1	$141K	Hold	1,480	–	–	0.01%	300
2024 Q4	$137K	Hold	1,480	–	–	0.01%	320
2024 Q3	$145K	Hold	1,480	–	–	0.01%	296
2024 Q2	$139K	Hold	1,480	–	–	0.01%	295
2024 Q1	$140K	Hold	1,480	–	–	0.01%	290
2023 Q4	$143K	Sell	1,480 -170	-10%	-$15.7K	0.01%	294
2023 Q3	$151K	Sell	1,650 -360	-18%	-$34K	0.01%	264
2023 Q2	$194K	Buy	+2,010	New	+$198K	0.01%	251
2022 Q4	–	Sell	-2,070	Closed	-$212K	–	404
2022 Q3	$212K	Hold	2,070	–	–	0.01%	221
2022 Q2	$212K	Hold	2,070	–	–	0.01%	221
2022 Q1	$222K	Hold	2,070	–	–	0.01%	229
2021 Q4	$238K	Sell	2,070 -95	-4%	-$10.9K	0.01%	230
2021 Q3	$249K	Sell	2,165 -2,615	-55%	-$306K	0.02%	215
2021 Q2	$552K	Sell	4,780 -1,100	-19%	-$126K	0.03%	161
2021 Q1	$664K	Buy	5,880 +1,740	+42%	+$203K	0.04%	135
2020 Q4	$497K	Buy	4,140 +1,115	+37%	+$134K	0.04%	152
2020 Q3	$369K	Sell	3,025 -500	-14%	-$61K	0.03%	162
2020 Q2	$430K	Sell	3,525 -60	-2%	-$7.29K	0.04%	143
2020 Q1	$436K	Hold	3,585	–	–	0.04%	142
2019 Q4	$395K	Buy	3,585 +670	+23%	+$74.7K	0.03%	172
2019 Q3	$328K	Buy	2,915 +300	+11%	+$33.5K	0.04%	152
2019 Q2	$288K	Buy	2,615 +170	+7%	+$18.2K	0.03%	160
2019 Q1	$261K	Buy	2,445 +455	+23%	+$47.6K	0.03%	160
2018 Q4	$207K	Hold	1,990	–	–	0.02%	171
2018 Q3	$201K	Buy	+1,990	New	+$203K	0.02%	173

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

D.J. St. Germain's IEF Position: Q2 2026 in Review

D.J. St. Germain reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 57% in Q2 2026, selling an estimated $77.7K and leaving 623 shares worth $58.9K. The position accounts for ﹤0.01% of the portfolio, ranked #451.

D.J. St. Germain first reported a position in IEF in Q3 2018 and has held it in 30 quarters since. The position peaked at $664K in Q1 2021. 1,136 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

D.J. St. Germain held 623 shares of iShares 7-10 Year Treasury Bond ETF worth $58.9K as of Q2 2026.
D.J. St. Germain sold 821 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $77.7K.
iShares 7-10 Year Treasury Bond ETF made up ﹤0.01% of D.J. St. Germain's portfolio in Q2 2026, its #451 holding.
D.J. St. Germain first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2018 and has held it in 30 quarters since.
D.J. St. Germain's iShares 7-10 Year Treasury Bond ETF position peaked at $664K in Q1 2021.
1,136 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on D.J. St. Germain's 13F filing for Q2 2026, filed 21 Jul 2026.