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Dover Advisors’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Dover Advisors’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 		$210K Hold
2,199
– – 0.09% 157
2025
Q4 		$211K Hold
2,199
– – 0.08% 165
2025
Q3 		$212K Buy
2,199
+20
+0.9% +$1.91K 0.08% 163
2025
Q2 		$209K Hold
2,179
– – 0.09% 161
2025
Q1 		$208K Buy
+2,179
New +$204K 0.09% 159
2024
Q4 		– Sell
-2,179
Closed -$214K – 133
2024
Q3 		$214K Buy
+2,179
New +$211K 0.12% 130

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 $9.54B AUM 19.86% 1-Year Est. Return

Dover Advisors's IEF Position: Q1 2026 in Review

Dover Advisors held its iShares 7-10 Year Treasury Bond ETF (IEF) position steady in Q1 2026 at 2,199 shares worth $210K. The position accounts for 0.09% of the portfolio, ranked #157.

Dover Advisors first reported a position in IEF in Q3 2024 and has held it in 6 quarters since. The position peaked at $214K in Q3 2024. 1,115 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

  • Dover Advisors held 2,199 shares of iShares 7-10 Year Treasury Bond ETF worth $210K as of Q1 2026.
  • Dover Advisors left its iShares 7-10 Year Treasury Bond ETF share count unchanged in Q1 2026.
  • iShares 7-10 Year Treasury Bond ETF made up 0.09% of Dover Advisors's portfolio in Q1 2026, its #157 holding.
  • Dover Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2024 and has held it in 6 quarters since.
  • Dover Advisors's iShares 7-10 Year Treasury Bond ETF position peaked at $214K in Q3 2024.
  • 1,115 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2026.

Based on Dover Advisors's 13F filing for Q1 2026, filed 8 Apr 2026.