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Freestone Capital Holdings’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Freestone Capital Holdings’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 		$733K Buy
+7,750
New +$733K 0.02% 306
2021
Q1 		– Sell
-198
Closed -$23.8K – 712
2020
Q4 		$23.8K Sell
198
-7
-3% -$842 ﹤0.01% 705
2020
Q3 		$25K Buy
+205
New +$25K ﹤0.01% 606

Other funds holding IEF

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Raymond James Financial
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

Freestone Capital Holdings's IEF Position: Q2 2026 in Review

Freestone Capital Holdings opened a new position in iShares 7-10 Year Treasury Bond ETF (IEF) in Q2 2026: 7,750 shares worth $733K. The stake represents 0.02% of the portfolio and ranks #306 among its holdings. This is a return to the name: Freestone Capital Holdings previously reported a position in IEF as recently as Q4 2020.

Freestone Capital Holdings first reported a position in IEF in Q3 2020 and has held it in 3 quarters since. 1,138 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

  • Freestone Capital Holdings held 7,750 shares of iShares 7-10 Year Treasury Bond ETF worth $733K as of Q2 2026.
  • iShares 7-10 Year Treasury Bond ETF was a new Freestone Capital Holdings position in Q2 2026.
  • iShares 7-10 Year Treasury Bond ETF made up 0.02% of Freestone Capital Holdings's portfolio in Q2 2026, its #306 holding.
  • Freestone Capital Holdings first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2020 and has held it in 3 quarters since.
  • 1,138 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Freestone Capital Holdings's 13F filing for Q2 2026, filed 31 Jul 2026.