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Ewing Morris & Co Investment Partners’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Ewing Morris & Co Investment 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
Q1 		$247K Sell
2,589
-4,548
-64% -$437K 0.11% 80
2025
Q4 		$695K Sell
7,137
-134
-2% -$13K 0.3% 60
2025
Q3 		$701K Sell
7,271
-1,540
-17% -$147K 0.3% 61
2025
Q2 		$844K Buy
8,811
+2,196
+33% +$208K 0.38% 59
2025
Q1 		$908K Buy
+6,615
New +$619K 0.29% 61

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

Ewing Morris & Co Investment Partners's IEF Position: Q1 2026 in Review

Ewing Morris & Co Investment Partners reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 64% in Q1 2026, selling an estimated $437K and leaving 2,589 shares worth $247K. The position accounts for 0.11% of the portfolio, ranked #80.

Ewing Morris & Co Investment Partners first reported a position in IEF in Q1 2025 and has held it in 5 quarters since. The position peaked at $908K in Q1 2025. 1,115 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

  • Ewing Morris & Co Investment Partners held 2,589 shares of iShares 7-10 Year Treasury Bond ETF worth $247K as of Q1 2026.
  • Ewing Morris & Co Investment Partners sold 4,548 iShares 7-10 Year Treasury Bond ETF shares in Q1 2026, an estimated $437K.
  • iShares 7-10 Year Treasury Bond ETF made up 0.11% of Ewing Morris & Co Investment Partners's portfolio in Q1 2026, its #80 holding.
  • Ewing Morris & Co Investment Partners first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2025 and has held it in 5 quarters since.
  • Ewing Morris & Co Investment Partners's iShares 7-10 Year Treasury Bond ETF position peaked at $908K in Q1 2025.
  • 1,115 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2026.

Based on Ewing Morris & Co Investment Partners's 13F filing for Q1 2026, filed 11 May 2026.