FT
IEF icon

Fiduciary Trust’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Fiduciary Trust’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 		$587K Sell
6,153
-100
-2% -$9.62K 0.01% 532
2025
Q4 		$601K Buy
6,253
+936
+18% +$90.6K 0.01% 512
2025
Q3 		$513K Buy
5,317
+100
+2% +$9.56K 0.01% 548
2025
Q2 		$500K Buy
5,217
+226
+5% +$21.4K 0.01% 532
2025
Q1 		$476K Sell
4,991
-1,055
-17% -$98.7K 0.01% 530
2024
Q4 		$559K Buy
6,046
+768
+15% +$72.6K 0.01% 462
2024
Q3 		$518K Hold
5,278
– – 0.01% 468
2024
Q2 		$494K Sell
5,278
-83
-2% -$7.71K 0.01% 452
2024
Q1 		$507K Buy
5,361
+172
+3% +$16.3K 0.01% 456
2023
Q4 		$500K Sell
5,189
-476
-8% -$44K 0.01% 450
2023
Q3 		$519K Sell
5,665
-268
-5% -$25.3K 0.01% 427
2023
Q2 		$573K Buy
5,933
+961
+19% +$94.5K 0.01% 424
2023
Q1 		$493K Sell
4,972
-5,450
-52% -$533K 0.01% 440
2022
Q4 		$998K Sell
10,422
-2,100
-17% -$202K 0.02% 338
2022
Q3 		$1.2M Buy
12,522
+4,900
+64% +$497K 0.03% 288
2022
Q2 		$779K Hold
7,622
– – 0.02% 368
2022
Q1 		$819K Buy
7,622
+181
+2% +$20.1K 0.01% 384
2021
Q4 		$856K Sell
7,441
-476
-6% -$54.7K 0.01% 372
2021
Q3 		$912K Buy
7,917
+467
+6% +$54.6K 0.02% 350
2021
Q2 		$861K Buy
7,450
+450
+6% +$51.5K 0.02% 359
2021
Q1 		$790K Sell
7,000
-1,000
-13% -$117K 0.02% 371
2020
Q4 		$960K Buy
8,000
+3,932
+97% +$473K 0.02% 326
2020
Q3 		$496K Hold
4,068
– – 0.01% 396
2020
Q2 		$496K Buy
4,068
+1,042
+34% +$127K 0.01% 379
2020
Q1 		$368K Sell
3,026
-9,725
-76% -$1.12M 0.01% 389
2019
Q4 		$1.41M Buy
12,751
+1,405
+12% +$157K 0.03% 242
2019
Q3 		$1.28M Buy
11,346
+3,108
+38% +$347K 0.03% 244
2019
Q2 		$906K Buy
+8,238
New +$883K 0.02% 271
2018
Q4 		– Sell
-2,000
Closed -$202K – 455
2018
Q3 		$202K Hold
2,000
– – 0.01% 459
2018
Q2 		$205K Sell
2,000
-250
-11% -$25.5K 0.01% 443
2018
Q1 		$232K Hold
2,250
– – 0.01% 417
2017
Q4 		$237K Sell
2,250
-1,000
-31% -$106K 0.01% 398
2017
Q3 		$346K Sell
3,250
-3,119
-49% -$334K 0.01% 362
2017
Q2 		$679K Hold
6,369
– – 0.02% 300
2017
Q1 		$673K Hold
6,369
– – 0.02% 298
2016
Q4 		$668K Sell
6,369
-120
-2% -$12.9K 0.02% 300
2016
Q3 		$726K Sell
6,489
-1,720
-21% -$193K 0.02% 300
2016
Q2 		$928K Buy
8,209
+2,000
+32% +$221K 0.03% 266
2016
Q1 		$685K Buy
6,209
+3,620
+140% +$395K 0.02% 304
2015
Q4 		$273K Buy
+2,589
New +$276K 0.01% 341
2014
Q3 		– Sell
-2,400
Closed -$249K – 343
2014
Q2 		$249K Hold
2,400
– – 0.01% 297
2014
Q1 		$244K Sell
2,400
-200
-8% -$20.3K 0.01% 289
2013
Q4 		$258K Hold
2,600
– – 0.01% 280
2013
Q3 		$265K Sell
2,600
-3,550
-58% -$359K 0.01% 272
2013
Q2 		$630K Buy
+6,150
New +$655K 0.03% 199

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

Fiduciary Trust's IEF Position: Q1 2026 in Review

Fiduciary Trust reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 1.6% in Q1 2026, selling an estimated $9.62K and leaving 6,153 shares worth $587K. The position accounts for 0.01% of the portfolio, ranked #532.

Fiduciary Trust first reported a position in IEF in Q2 2013 and has held it in 45 quarters since. The position peaked at $1.41M in Q4 2019. 1,114 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

  • Fiduciary Trust held 6,153 shares of iShares 7-10 Year Treasury Bond ETF worth $587K as of Q1 2026.
  • Fiduciary Trust sold 100 iShares 7-10 Year Treasury Bond ETF shares in Q1 2026, an estimated $9.62K.
  • iShares 7-10 Year Treasury Bond ETF made up 0.01% of Fiduciary Trust's portfolio in Q1 2026, its #532 holding.
  • Fiduciary Trust first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2013 and has held it in 45 quarters since.
  • Fiduciary Trust's iShares 7-10 Year Treasury Bond ETF position peaked at $1.41M in Q4 2019.
  • 1,114 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2026.

Based on Fiduciary Trust's 13F filing for Q1 2026, filed 15 May 2026.