Duncker Streett & Co’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Duncker Streett & Co’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	$137K	Hold	1,437	–	–	0.03%	260
2025 Q4	$138K	Hold	1,437	–	–	0.02%	256
2025 Q3	$139K	Hold	1,437	–	–	0.02%	259
2025 Q2	$138K	Sell	1,437 -454	-24%	-$42.9K	0.03%	255
2025 Q1	$180K	Hold	1,891	–	–	0.04%	234
2024 Q4	$175K	Hold	1,891	–	–	0.03%	237
2024 Q3	$186K	Hold	1,891	–	–	0.03%	237
2024 Q2	$177K	Hold	1,891	–	–	0.03%	230
2024 Q1	$179K	Hold	1,891	–	–	0.04%	227
2023 Q4	$182K	Hold	1,891	–	–	0.04%	222
2023 Q3	$173K	Hold	1,891	–	–	0.04%	217
2023 Q2	$183K	Buy	1,891 +1,177	+165%	+$116K	0.04%	213
2023 Q1	$70.8K	Hold	714	–	–	0.02%	272
2022 Q4	$68.4K	Hold	714	–	–	0.02%	282
2022 Q3	$69K	Buy	+714	New	+$72.5K	0.02%	278
2017 Q2	–	Sell	-63	Closed	-$7K	–	619
2017 Q1	$7K	Hold	63	–	–	﹤0.01%	558
2016 Q4	$7K	Hold	63	–	–	﹤0.01%	548
2016 Q3	$7K	Buy	+63	New	+$7.06K	﹤0.01%	538

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 $8.74B AUM 14.62% 1-Year Est. Return

Duncker Streett & Co's IEF Position: Q1 2026 in Review

Duncker Streett & Co held its iShares 7-10 Year Treasury Bond ETF (IEF) position steady in Q1 2026 at 1,437 shares worth $137K. The position accounts for 0.03% of the portfolio, ranked #260.

Duncker Streett & Co first reported a position in IEF in Q3 2016 and has held it in 18 quarters since. The position peaked at $186K in Q3 2024. 1,114 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

Duncker Streett & Co held 1,437 shares of iShares 7-10 Year Treasury Bond ETF worth $137K as of Q1 2026.
Duncker Streett & Co left its iShares 7-10 Year Treasury Bond ETF share count unchanged in Q1 2026.
iShares 7-10 Year Treasury Bond ETF made up 0.03% of Duncker Streett & Co's portfolio in Q1 2026, its #260 holding.
Duncker Streett & Co first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2016 and has held it in 18 quarters since.
Duncker Streett & Co's iShares 7-10 Year Treasury Bond ETF position peaked at $186K in Q3 2024.
1,114 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2026.

Based on Duncker Streett & Co's 13F filing for Q1 2026, filed 29 Apr 2026.