DDD Partners’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

DDD Partners’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	$5.7M	Buy	59,773 +10,349	+21%	+$996K	0.39%	50
2025 Q4	$4.75M	Buy	49,424 +3,811	+8%	+$369K	0.3%	48
2025 Q3	$4.4M	Buy	45,613 +2,546	+6%	+$243K	0.28%	48
2025 Q2	$4.12M	Sell	43,067 -1,172	-3%	-$111K	0.44%	45
2025 Q1	$4.22M	Buy	44,239 +7,951	+22%	+$744K	0.51%	40
2024 Q4	$3.35M	Buy	36,288 +4,989	+16%	+$471K	0.41%	40
2024 Q3	$3.07M	Buy	31,299 +4,823	+18%	+$466K	0.33%	45
2024 Q2	$2.48M	Buy	26,476 +1,418	+6%	+$132K	0.29%	49
2024 Q1	$2.37M	Buy	+25,058	New	+$2.37M	0.29%	47

Other funds holding IEF

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

DDD Partners's IEF Position: Q1 2026 in Review

DDD Partners increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 21% in Q1 2026, buying an estimated $996K and bringing the position to 59,773 shares worth $5.7M. The position accounts for 0.39% of the portfolio, ranked #50.

DDD Partners first reported a position in IEF in Q1 2024 and has held it in 9 quarters since. 1,115 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

DDD Partners held 59,773 shares of iShares 7-10 Year Treasury Bond ETF worth $5.7M as of Q1 2026.
DDD Partners bought 10,349 iShares 7-10 Year Treasury Bond ETF shares in Q1 2026, an estimated $996K.
iShares 7-10 Year Treasury Bond ETF made up 0.39% of DDD Partners's portfolio in Q1 2026, its #50 holding.
DDD Partners first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2024 and has held it in 9 quarters since.
1,115 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2026.

Based on DDD Partners's 13F filing for Q1 2026, filed 28 Apr 2026.