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 Q2	$6.72M	Buy	71,108 +11,335	+19%	+$1.07M	0.42%	48
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 $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

DDD Partners's IEF Position: Q2 2026 in Review

DDD Partners increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 19% in Q2 2026, buying an estimated $1.07M and bringing the position to 71,108 shares worth $6.72M. The position accounts for 0.42% of the portfolio, ranked #48.

DDD Partners first reported a position in IEF in Q1 2024 and has held it in 10 quarters since. 1,142 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

DDD Partners held 71,108 shares of iShares 7-10 Year Treasury Bond ETF worth $6.72M as of Q2 2026.
DDD Partners bought 11,335 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $1.07M.
iShares 7-10 Year Treasury Bond ETF made up 0.42% of DDD Partners's portfolio in Q2 2026, its #48 holding.
DDD Partners first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2024 and has held it in 10 quarters since.
1,142 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on DDD Partners's 13F filing for Q2 2026, filed 5 Aug 2026.