First Citizens Asset Management’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

First Citizens Asset 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	$850K	Buy	8,987 +914	+11%	+$86.5K	0.27%	16
2026 Q1	$770K	Buy	8,073 +925	+13%	+$89K	0.27%	16
2025 Q4	$687K	Buy	7,148 +1,426	+25%	+$138K	0.24%	17
2025 Q3	$552K	Buy	5,722 +468	+9%	+$44.7K	0.2%	19
2025 Q2	$503K	Buy	5,254 +124	+2%	+$11.7K	0.18%	18
2025 Q1	$489K	Sell	5,130 -221	-4%	-$20.7K	0.19%	18
2024 Q4	$495K	Sell	5,351 -413	-7%	-$39K	0.18%	18
2024 Q3	$566K	Buy	5,764 +33	+0.6%	+$3.19K	0.2%	20
2024 Q2	$537K	Sell	5,731 -105	-2%	-$9.76K	0.2%	21
2024 Q1	$552K	Sell	5,836 -499	-8%	-$47.3K	0.21%	22
2023 Q4	$611K	Sell	6,335 -126	-2%	-$11.7K	0.24%	24
2023 Q3	$592K	Buy	6,461 +711	+12%	+$67.1K	0.25%	26
2023 Q2	$555K	Sell	5,750 -6	-0.1%	-$590	0.23%	26
2023 Q1	$571K	Sell	5,756 -70	-1%	-$6.84K	0.24%	25
2022 Q4	$558K	Sell	5,826 -387	-6%	-$37.2K	0.31%	21
2022 Q3	$596K	Buy	+6,213	New	+$630K	0.38%	19

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

First Citizens Asset Management's IEF Position: Q2 2026 in Review

First Citizens Asset Management increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 11% in Q2 2026, buying an estimated $86.5K and bringing the position to 8,987 shares worth $850K. The position accounts for 0.27% of the portfolio, ranked #16.

First Citizens Asset Management first reported a position in IEF in Q3 2022 and has held it in 16 quarters since. 1,137 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

First Citizens Asset Management held 8,987 shares of iShares 7-10 Year Treasury Bond ETF worth $850K as of Q2 2026.
First Citizens Asset Management bought 914 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $86.5K.
iShares 7-10 Year Treasury Bond ETF made up 0.27% of First Citizens Asset Management's portfolio in Q2 2026, its #16 holding.
First Citizens Asset Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2022 and has held it in 16 quarters since.
1,137 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on First Citizens Asset Management's 13F filing for Q2 2026, filed 17 Jul 2026.