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Evergreen Capital Management’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Evergreen Capital 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 		$5.9M Buy
61,781
+2,292
+4% +$220K 0.13% 166
2025
Q4 		$5.72M Buy
59,489
+1,218
+2% +$118K 0.13% 167
2025
Q3 		$5.62M Buy
58,271
+2,206
+4% +$211K 0.13% 165
2025
Q2 		$5.37M Buy
56,065
+3,629
+7% +$343K 0.16% 154
2025
Q1 		$5M Buy
52,436
+932
+2% +$87.2K 0.17% 151
2024
Q4 		$4.76M Buy
51,504
+1,406
+3% +$133K 0.16% 156
2024
Q3 		$4.92M Buy
50,098
+1,813
+4% +$175K 0.16% 151
2024
Q2 		$4.52M Buy
48,285
+46,023
+2,035% +$4.28M 0.16% 150
2024
Q1 		$214K Buy
2,262
+137
+6% +$13K 0.01% 776
2023
Q4 		$205K Buy
+2,125
New +$197K 0.01% 765
2023
Q3 		– Sell
-32,564
Closed -$3.15M – 822
2023
Q2 		$3.15M Sell
32,564
-92
-0.3% -$9.04K 0.13% 176
2023
Q1 		$3.24M Buy
32,656
+844
+3% +$82.5K 0.15% 167
2022
Q4 		$3.05M Sell
31,812
-5,588
-15% -$537K 0.14% 171
2022
Q3 		$3.59M Buy
37,400
+29,525
+375% +$3M 0.19% 143
2022
Q2 		$806K Buy
+7,875
New +$808K 0.04% 272
2022
Q1 		– Sell
-1,991
Closed -$229K – 670
2021
Q4 		$229K Hold
1,991
– – 0.01% 561
2021
Q3 		$229K Hold
1,991
– – 0.01% 508
2021
Q2 		$230K Hold
1,991
– – 0.01% 474
2021
Q1 		$225K Hold
1,991
– – 0.01% 457
2020
Q4 		$239K Sell
1,991
-725
-27% -$87.2K 0.01% 382
2020
Q3 		$331K Sell
2,716
-124
-4% -$15.1K 0.02% 320
2020
Q2 		$346K Sell
2,840
-7,071
-71% -$859K 0.03% 287
2020
Q1 		$1.2M Sell
9,911
-57,780
-85% -$6.65M 0.11% 152
2019
Q4 		$7.46M Sell
67,691
-8,175
-11% -$911K 0.62% 41
2019
Q3 		$8.53M Sell
75,866
-550
-0.7% -$61.4K 0.8% 28
2019
Q2 		$8.41M Buy
76,416
+110
+0.1% +$11.8K 0.8% 28
2019
Q1 		$8.14M Buy
+76,306
New +$7.98M 0.82% 28
2018
Q2 		– Sell
-51,372
Closed -$5.3M – 384
2018
Q1 		$5.3M Sell
51,372
-4,979
-9% -$513K 0.51% 52
2017
Q4 		$5.95M Sell
56,351
-944
-2% -$100K 0.6% 46
2017
Q3 		$6.1M Buy
57,295
+4,365
+8% +$468K 0.71% 41
2017
Q2 		$5.64M Buy
52,930
+6,241
+13% +$667K 0.91% 34
2017
Q1 		$4.93M Sell
46,689
-7,441
-14% -$782K 1.03% 34
2016
Q4 		$5.67M Buy
54,130
+1,301
+2% +$140K 1.1% 27
2016
Q3 		$5.91M Sell
52,829
-3,465
-6% -$388K 1.16% 26
2016
Q2 		$6.36M Buy
56,294
+25
+0% +$2.77K 1.38% 23
2016
Q1 		$6.21M Buy
56,269
+2,780
+5% +$303K 1.42% 20
2015
Q4 		$5.65M Buy
53,489
+9,225
+21% +$983K 1.35% 21
2015
Q3 		$4.78M Buy
+44,264
New +$4.7M 1.24% 25

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

Evergreen Capital Management's IEF Position: Q1 2026 in Review

Evergreen Capital Management increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 3.9% in Q1 2026, buying an estimated $220K and bringing the position to 61,781 shares worth $5.9M. The position accounts for 0.13% of the portfolio, ranked #166.

Evergreen Capital Management first reported a position in IEF in Q3 2015 and has held it in 38 quarters since. The position peaked at $8.53M in Q3 2019. 1,114 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

  • Evergreen Capital Management held 61,781 shares of iShares 7-10 Year Treasury Bond ETF worth $5.9M as of Q1 2026.
  • Evergreen Capital Management bought 2,292 iShares 7-10 Year Treasury Bond ETF shares in Q1 2026, an estimated $220K.
  • iShares 7-10 Year Treasury Bond ETF made up 0.13% of Evergreen Capital Management's portfolio in Q1 2026, its #166 holding.
  • Evergreen Capital Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2015 and has held it in 38 quarters since.
  • Evergreen Capital Management's iShares 7-10 Year Treasury Bond ETF position peaked at $8.53M in Q3 2019.
  • 1,114 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2026.

Based on Evergreen Capital Management's 13F filing for Q1 2026, filed 14 May 2026.