Evelyn Partners Asset Management’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Evelyn Partners Asset Management’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	$1.05M	Buy	11,005 +15	+0.1%	+$1.44K	0.26%	61
2025 Q4	$1.06M	Buy	10,990 +240	+2%	+$23.2K	0.25%	64
2025 Q3	$1.04M	Buy	10,750 +10	+0.1%	+$956	0.23%	61
2025 Q2	$1.03M	Buy	10,740 +15	+0.1%	+$1.42K	0.26%	59
2025 Q1	$1.02M	Sell	10,725 -962	-8%	-$90K	0.28%	58
2024 Q4	$1.08M	Buy	+11,687	New	+$1.1M	0.29%	55

Other funds holding IEF

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 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

Evelyn Partners Asset Management's IEF Position: Q1 2026 in Review

Evelyn Partners Asset Management increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 0.14% in Q1 2026, buying an estimated $1.44K and bringing the position to 11,005 shares worth $1.05M. The position accounts for 0.26% of the portfolio, ranked #61.

Evelyn Partners Asset Management first reported a position in IEF in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.08M in Q4 2024. 1,117 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

Evelyn Partners Asset Management held 11,005 shares of iShares 7-10 Year Treasury Bond ETF worth $1.05M as of Q1 2026.
Evelyn Partners Asset Management bought 15 iShares 7-10 Year Treasury Bond ETF shares in Q1 2026, an estimated $1.44K.
iShares 7-10 Year Treasury Bond ETF made up 0.26% of Evelyn Partners Asset Management's portfolio in Q1 2026, its #61 holding.
Evelyn Partners Asset Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2024 and has held it in 6 quarters since.
Evelyn Partners Asset Management's iShares 7-10 Year Treasury Bond ETF position peaked at $1.08M in Q4 2024.
1,117 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2026.

Based on Evelyn Partners Asset Management's 13F filing for Q1 2026, filed 15 May 2026.