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

Forte 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 Q1	$3.33M	Sell	34,911 -1,141	-3%	-$110K	1.46%	28
2025 Q4	$3.47M	Sell	36,052 -426	-1%	-$41.2K	1.57%	26
2025 Q3	$3.52M	Buy	36,478 +169	+0.5%	+$16.2K	1.69%	24
2025 Q2	$3.48M	Sell	36,309 -3,445	-9%	-$326K	1.77%	23
2025 Q1	$3.79M	Sell	39,754 -2,678	-6%	-$251K	1.91%	20
2024 Q4	$3.92M	Buy	42,432 +2,361	+6%	+$223K	2.08%	19
2024 Q3	$3.93M	Sell	40,071 -8,276	-17%	-$800K	2.1%	16
2024 Q2	$4.53M	Buy	48,347 +5,373	+13%	+$499K	2.67%	14
2024 Q1	$4.07M	Buy	42,974 +5,500	+15%	+$521K	2.47%	16
2023 Q4	$3.61M	Buy	+37,474	New	+$3.47M	2.47%	17
2022 Q4	–	Sell	-6,748	Closed	-$648K	–	68
2022 Q3	$648K	Buy	6,748 +2,248	+50%	+$228K	0.43%	47
2022 Q2	$460K	Buy	+4,500	New	+$462K	0.32%	51

Other funds holding IEF

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Forte Asset Management's IEF Position: Q1 2026 in Review

Forte Asset Management reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 3.2% in Q1 2026, selling an estimated $110K and leaving 34,911 shares worth $3.33M. The position accounts for 1.46% of the portfolio, ranked #28.

Forte Asset Management first reported a position in IEF in Q2 2022 and has held it in 12 quarters since. The position peaked at $4.53M in Q2 2024. 1,114 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

Forte Asset Management held 34,911 shares of iShares 7-10 Year Treasury Bond ETF worth $3.33M as of Q1 2026.
Forte Asset Management sold 1,141 iShares 7-10 Year Treasury Bond ETF shares in Q1 2026, an estimated $110K.
iShares 7-10 Year Treasury Bond ETF made up 1.46% of Forte Asset Management's portfolio in Q1 2026, its #28 holding.
Forte Asset Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2022 and has held it in 12 quarters since.
Forte Asset Management's iShares 7-10 Year Treasury Bond ETF position peaked at $4.53M in Q2 2024.
1,114 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2026.

Based on Forte Asset Management's 13F filing for Q1 2026, filed 27 Apr 2026.