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Drake & Associates’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Drake & Associates’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 		– Sell
-2,360
Closed -$227K – 101
2025
Q4 		$227K Buy
+2,360
New +$228K 0.05% 96

Other funds holding IEF

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Raymond James Financial
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

Drake & Associates's IEF Position: Q1 2026 in Review

Drake & Associates sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q1 2026, closing a stake of 2,360 shares — an estimated $227K sold.

Drake & Associates first reported a position in IEF in Q4 2025 and held it in 1 quarter. The position peaked at $227K in Q4 2025. 1,117 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

  • Drake & Associates reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Drake & Associates sold 2,360 iShares 7-10 Year Treasury Bond ETF shares in Q1 2026, an estimated $227K.
  • Drake & Associates first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2025 and held it in 1 quarter.
  • Drake & Associates's iShares 7-10 Year Treasury Bond ETF position peaked at $227K in Q4 2025.
  • 1,117 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2026.

Based on Drake & Associates's 13F filing for Q1 2026, filed 13 May 2026.