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Dunhill Financial’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Dunhill Financial’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 		$668 Buy
+7
New +$673 ﹤0.01% 1054
2025
Q4 		– Hold
0
– – – 105
2025
Q3 		– Sell
-524
Closed -$50.1K – 90
2025
Q2 		$50.2K Sell
524
-308
-37% -$29.1K 0.01% 238
2025
Q1 		$79.4K Sell
832
-73
-8% -$6.83K 0.04% 154
2024
Q4 		$83.7K Buy
905
+516
+133% +$48.8K 0.04% 142
2024
Q3 		$38.2K Buy
+389
New +$37.6K 0.02% 190

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

Dunhill Financial's IEF Position: Q1 2026 in Review

Dunhill Financial opened a new position in iShares 7-10 Year Treasury Bond ETF (IEF) in Q1 2026: 7 shares worth $668. The stake represents ﹤0.01% of the portfolio and ranks #1054 among its holdings. This is a return to the name: Dunhill Financial previously reported a position in IEF as recently as Q2 2025.

Dunhill Financial first reported a position in IEF in Q3 2024 and has held it in 5 quarters since. The position peaked at $83.7K in Q4 2024. 1,114 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

  • Dunhill Financial held 7 shares of iShares 7-10 Year Treasury Bond ETF worth $668 as of Q1 2026.
  • iShares 7-10 Year Treasury Bond ETF was a new Dunhill Financial position in Q1 2026.
  • iShares 7-10 Year Treasury Bond ETF made up ﹤0.01% of Dunhill Financial's portfolio in Q1 2026, its #1054 holding.
  • Dunhill Financial first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2024 and has held it in 5 quarters since.
  • Dunhill Financial's iShares 7-10 Year Treasury Bond ETF position peaked at $83.7K in Q4 2024.
  • 1,114 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2026.

Based on Dunhill Financial's 13F filing for Q1 2026, filed 6 May 2026.