Dorsey & Whitney Trust’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Dorsey & Whitney Trust’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	$5.82M	Sell	61,590 -901	-1%	-$85.3K	0.28%	79
2026 Q1	$5.96M	Buy	62,491 +9	+0%	+$866	0.33%	70
2025 Q4	$6.01M	Buy	+62,482	New	+$6.05M	0.32%	71
2023 Q1	–	Sell	-14,712	Closed	-$1.41M	–	589
2022 Q4	$1.41M	Buy	14,712 +2,837	+24%	+$272K	0.14%	149
2022 Q3	$1.14M	Sell	11,875 -539	-4%	-$54.7K	0.12%	164
2022 Q2	$1.27M	Buy	12,414 +300	+2%	+$30.8K	0.13%	156
2022 Q1	$1.3M	Buy	+12,114	New	+$1.34M	0.11%	169
2021 Q1	–	Sell	-11,446	Closed	-$1.37M	–	533
2020 Q4	$1.37M	Buy	11,446 +25	+0.2%	+$3.01K	0.16%	129
2020 Q3	$1.39M	Sell	11,421 -591	-5%	-$72.1K	0.19%	121
2020 Q2	$1.46M	Sell	12,012 -1,904	-14%	-$231K	0.2%	117
2020 Q1	$1.69M	Sell	13,916 -13,749	-50%	-$1.58M	0.29%	92
2019 Q4	$3.05M	Buy	27,665 +1,498	+6%	+$167K	0.41%	67
2019 Q3	$2.94M	Buy	+26,167	New	+$2.92M	0.43%	60
2016 Q4	–	Sell	-2,500	Closed	-$280K	–	302
2016 Q3	$280K	Buy	+2,500	New	+$280K	0.06%	202

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

Dorsey & Whitney Trust's IEF Position: Q2 2026 in Review

Dorsey & Whitney Trust reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 1.4% in Q2 2026, selling an estimated $85.3K and leaving 61,590 shares worth $5.82M. The position accounts for 0.28% of the portfolio, ranked #79.

Dorsey & Whitney Trust first reported a position in IEF in Q3 2016 and has held it in 14 quarters since. The position peaked at $6.01M in Q4 2025. 1,140 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Dorsey & Whitney Trust held 61,590 shares of iShares 7-10 Year Treasury Bond ETF worth $5.82M as of Q2 2026.
Dorsey & Whitney Trust sold 901 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $85.3K.
iShares 7-10 Year Treasury Bond ETF made up 0.28% of Dorsey & Whitney Trust's portfolio in Q2 2026, its #79 holding.
Dorsey & Whitney Trust first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2016 and has held it in 14 quarters since.
Dorsey & Whitney Trust's iShares 7-10 Year Treasury Bond ETF position peaked at $6.01M in Q4 2025.
1,140 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Dorsey & Whitney Trust's 13F filing for Q2 2026, filed 14 Aug 2026.