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Equitable Holdings’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Equitable Holdings’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 		$16.6M Buy
172,372
+33,238
+24% +$3.2M 0.11% 182
2025
Q4 		$13.4M Buy
139,134
+129,770
+1,386% +$12.6M 0.09% 192
2025
Q3 		$903K Sell
9,364
-1,209
-11% -$116K 0.01% 860
2025
Q2 		$1.01M Sell
10,573
-282
-3% -$26.7K 0.01% 792
2025
Q1 		$1.04M Sell
10,855
-2,001
-16% -$187K 0.01% 700
2024
Q4 		$1.19M Sell
12,856
-145,131
-92% -$13.7M 0.01% 632
2024
Q3 		$15.5M Sell
157,987
-12,918
-8% -$1.25M 0.15% 122
2024
Q2 		$16M Sell
170,905
-12,451
-7% -$1.16M 0.17% 113
2024
Q1 		$17.4M Buy
183,356
+76,869
+72% +$7.28M 0.2% 96
2023
Q4 		$10.3M Sell
106,487
-1,715
-2% -$159K 0.13% 135
2023
Q3 		$9.91M Buy
108,202
+98,417
+1,006% +$9.28M 0.14% 124
2023
Q2 		$945K Buy
9,785
+3,264
+50% +$321K 0.01% 526
2023
Q1 		$646K Buy
6,521
+4,228
+184% +$413K 0.01% 581
2022
Q4 		$220K Sell
2,293
-658
-22% -$63.2K ﹤0.01% 825
2022
Q3 		$283K Sell
2,951
-908
-24% -$92.1K 0.01% 708
2022
Q2 		$395K Sell
3,859
-1,168
-23% -$120K 0.01% 619
2022
Q1 		$540K Buy
5,027
+1,454
+41% +$161K 0.01% 555
2021
Q4 		$411K Sell
3,573
-2,838
-44% -$326K 0.01% 618
2021
Q3 		$739K Sell
6,411
-1,003
-14% -$117K 0.01% 459
2021
Q2 		$856K Sell
7,414
-769
-9% -$88K 0.01% 408
2021
Q1 		$924K Sell
8,183
-2,451
-23% -$286K 0.02% 363
2020
Q4 		$1.28M Buy
10,634
+92
+0.9% +$11.1K 0.03% 283
2020
Q3 		$1.28M Sell
10,542
-466
-4% -$56.8K 0.03% 269
2020
Q2 		$1.34M Buy
11,008
+4,802
+77% +$583K 0.04% 260
2020
Q1 		$754K Buy
+6,206
New +$714K 0.03% 305

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

Equitable Holdings's IEF Position: Q1 2026 in Review

Equitable Holdings increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 24% in Q1 2026, buying an estimated $3.2M and bringing the position to 172,372 shares worth $16.6M. The position accounts for 0.11% of the portfolio, ranked #182.

Equitable Holdings first reported a position in IEF in Q1 2020 and has held it in 25 quarters since. The position peaked at $17.4M in Q1 2024. 1,115 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

  • Equitable Holdings held 172,372 shares of iShares 7-10 Year Treasury Bond ETF worth $16.6M as of Q1 2026.
  • Equitable Holdings bought 33,238 iShares 7-10 Year Treasury Bond ETF shares in Q1 2026, an estimated $3.2M.
  • iShares 7-10 Year Treasury Bond ETF made up 0.11% of Equitable Holdings's portfolio in Q1 2026, its #182 holding.
  • Equitable Holdings first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2020 and has held it in 25 quarters since.
  • Equitable Holdings's iShares 7-10 Year Treasury Bond ETF position peaked at $17.4M in Q1 2024.
  • 1,115 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2026.

Based on Equitable Holdings's 13F filing for Q1 2026, filed 15 May 2026.