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 Q2	–	Sell	-2,589	Closed	-$247K	–	93
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 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

Ewing Morris & Co Investment Partners's IEF Position: Q2 2026 in Review

Ewing Morris & Co Investment Partners sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q2 2026, closing a stake of 2,589 shares — an estimated $247K sold.

Ewing Morris & Co Investment Partners first reported a position in IEF in Q1 2025 and held it in 5 quarters. The position peaked at $908K in Q1 2025. 1,140 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Ewing Morris & Co Investment Partners reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
Ewing Morris & Co Investment Partners sold 2,589 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $247K.
Ewing Morris & Co Investment Partners first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2025 and held it in 5 quarters.
Ewing Morris & Co Investment Partners's iShares 7-10 Year Treasury Bond ETF position peaked at $908K in Q1 2025.
1,140 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Ewing Morris & Co Investment Partners's 13F filing for Q2 2026, filed 14 Aug 2026.