Edgestream Partners’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Edgestream Partners’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	$7.49M	Buy	+79,216	New	+$7.5M	0.22%	132
2026 Q1	–	Sell	-15,779	Closed	-$1.52M	–	976
2025 Q4	$1.52M	Sell	15,779 -28,281	-64%	-$2.74M	0.04%	600
2025 Q3	$4.25M	Buy	44,060 +28,773	+188%	+$2.75M	0.12%	305
2025 Q2	$1.46M	Buy	+15,287	New	+$1.45M	0.04%	585
2024 Q4	–	Sell	-59,340	Closed	-$5.82M	–	958
2024 Q3	$5.82M	Buy	+59,340	New	+$5.74M	0.26%	101
2024 Q1	–	Sell	-25,538	Closed	-$2.46M	–	906
2023 Q4	$2.46M	Buy	+25,538	New	+$2.36M	0.18%	191

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

Edgestream Partners's IEF Position: Q2 2026 in Review

Edgestream Partners opened a new position in iShares 7-10 Year Treasury Bond ETF (IEF) in Q2 2026: 79,216 shares worth $7.49M. The stake represents 0.22% of the portfolio and ranks #132 among its holdings. This is a return to the name: Edgestream Partners previously reported a position in IEF as recently as Q4 2025.

Edgestream Partners first reported a position in IEF in Q4 2023 and has held it in 6 quarters since. 1,136 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Edgestream Partners held 79,216 shares of iShares 7-10 Year Treasury Bond ETF worth $7.49M as of Q2 2026.
iShares 7-10 Year Treasury Bond ETF was a new Edgestream Partners position in Q2 2026.
iShares 7-10 Year Treasury Bond ETF made up 0.22% of Edgestream Partners's portfolio in Q2 2026, its #132 holding.
Edgestream Partners first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2023 and has held it in 6 quarters since.
1,136 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Edgestream Partners's 13F filing for Q2 2026, filed 11 Aug 2026.