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F.L. Putnam Investment Management’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

F.L. Putnam Investment 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
Q2 		$19M Buy
200,828
+7,305
+4% +$691K 0.23% 84
2026
Q1 		$18.5M Buy
193,523
+3,628
+2% +$349K 0.28% 71
2025
Q4 		$18.3M Buy
189,895
+13,669
+8% +$1.32M 0.27% 68
2025
Q3 		$17M Buy
176,226
+9,370
+6% +$896K 0.25% 72
2025
Q2 		$16M Sell
166,856
-88,240
-35% -$8.34M 0.27% 75
2025
Q1 		$24.3M Buy
255,096
+20,937
+9% +$1.96M 0.46% 52
2024
Q4 		$21.6M Sell
234,159
-47,417
-17% -$4.48M 0.4% 53
2024
Q3 		$27.6M Buy
281,576
+17,511
+7% +$1.69M 0.5% 45
2024
Q2 		$24.7M Sell
264,065
-4,230
-2% -$393K 0.46% 45
2024
Q1 		$25.4M Buy
268,295
+32,966
+14% +$3.12M 0.54% 40
2023
Q4 		$22.7M Buy
235,329
+19,160
+9% +$1.77M 0.53% 42
2023
Q3 		$19.8M Buy
216,169
+126,863
+142% +$12M 0.55% 42
2023
Q2 		$8.63M Buy
89,306
+5,379
+6% +$529K 0.23% 93
2023
Q1 		$8.32M Buy
83,927
+20,776
+33% +$2.03M 0.27% 88
2022
Q4 		$6.05M Buy
63,151
+30,075
+91% +$2.89M 0.22% 103
2022
Q3 		$3.17M Buy
33,076
+3,457
+12% +$351K 0.12% 127
2022
Q2 		$3.03M Buy
+29,619
New +$3.04M 0.11% 143

Other funds holding IEF

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PC
Peavine Capital Reno, Nevada $472M AUM 9.2% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

F.L. Putnam Investment Management's IEF Position: Q2 2026 in Review

F.L. Putnam Investment Management increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 3.8% in Q2 2026, buying an estimated $691K and bringing the position to 200,828 shares worth $19M. The position accounts for 0.23% of the portfolio, ranked #84.

F.L. Putnam Investment Management first reported a position in IEF in Q2 2022 and has held it in 17 quarters since. The position peaked at $27.6M in Q3 2024. 755 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

  • F.L. Putnam Investment Management held 200,828 shares of iShares 7-10 Year Treasury Bond ETF worth $19M as of Q2 2026.
  • F.L. Putnam Investment Management bought 7,305 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $691K.
  • iShares 7-10 Year Treasury Bond ETF made up 0.23% of F.L. Putnam Investment Management's portfolio in Q2 2026, its #84 holding.
  • F.L. Putnam Investment Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2022 and has held it in 17 quarters since.
  • F.L. Putnam Investment Management's iShares 7-10 Year Treasury Bond ETF position peaked at $27.6M in Q3 2024.
  • 755 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on F.L. Putnam Investment Management's 13F filing for Q2 2026, filed 6 Aug 2026.