Fulton Breakefield Broenniman’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Fulton Breakefield Broenniman’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	$1.35M	Sell	14,125 -430	-3%	-$41.4K	0.09%	83
2025 Q4	$1.4M	Sell	14,555 -702	-5%	-$67.9K	0.09%	84
2025 Q3	$1.47M	Sell	15,257 -107	-0.7%	-$10.2K	0.1%	86
2025 Q2	$1.47M	Sell	15,364 -453	-3%	-$42.8K	0.1%	84
2025 Q1	$1.51M	Sell	15,817 -230	-1%	-$21.5K	0.11%	79
2024 Q4	$1.48M	Sell	16,047 -22,470	-58%	-$2.12M	0.11%	85
2024 Q3	$3.78M	Sell	38,517 -320	-0.8%	-$30.9K	0.26%	64
2024 Q2	$3.64M	Sell	38,837 -3,437	-8%	-$319K	0.27%	63
2024 Q1	$4M	Sell	42,274 -12,008	-22%	-$1.14M	0.31%	59
2023 Q4	$5.23M	Sell	54,282 -16,803	-24%	-$1.55M	0.42%	57
2023 Q3	$6.51M	Sell	71,085 -7,565	-10%	-$714K	0.57%	54
2023 Q2	$7.6M	Sell	78,650 -5,008	-6%	-$492K	0.63%	50
2023 Q1	$8.29M	Sell	83,658 -2,439	-3%	-$238K	0.71%	53
2022 Q4	$8.25M	Sell	86,097 -9,724	-10%	-$934K	0.73%	52
2022 Q3	$9.2M	Sell	95,821 -3,850	-4%	-$391K	0.86%	46
2022 Q2	$10.2M	Sell	99,671 -3,219	-3%	-$330K	0.88%	48
2022 Q1	$11.1M	Sell	102,890 -1,424	-1%	-$158K	0.97%	43
2021 Q4	$12M	Sell	104,314 -9,692	-9%	-$1.11M	0.89%	45
2021 Q3	$13.1M	Sell	114,006 -1,672	-1%	-$196K	1.12%	39
2021 Q2	$13.4M	Sell	115,678 -519	-0.4%	-$59.4K	1.14%	39
2021 Q1	$13.1M	Buy	116,197 +14,809	+15%	+$1.73M	1.21%	37
2020 Q4	$12.2M	Sell	101,388 -15,251	-13%	-$1.83M	1.46%	29
2020 Q3	$14.2M	Buy	116,639 +6,817	+6%	+$832K	1.6%	27
2020 Q2	$13.4M	Buy	109,822 +5,447	+5%	+$662K	1.63%	26
2020 Q1	$12.7M	Sell	104,375 -498	-0.5%	-$57.3K	1.89%	21
2019 Q4	$11.6M	Buy	104,873 +266	+0.3%	+$29.7K	1.35%	36
2019 Q3	$11.8M	Buy	+104,607	New	+$11.7M	1.5%	26

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 $9.54B AUM 19.86% 1-Year Est. Return

Fulton Breakefield Broenniman's IEF Position: Q1 2026 in Review

Fulton Breakefield Broenniman reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 3% in Q1 2026, selling an estimated $41.4K and leaving 14,125 shares worth $1.35M. The position accounts for 0.09% of the portfolio, ranked #83.

Fulton Breakefield Broenniman first reported a position in IEF in Q3 2019 and has held it in 27 quarters since. The position peaked at $14.2M in Q3 2020. 1,115 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

Fulton Breakefield Broenniman held 14,125 shares of iShares 7-10 Year Treasury Bond ETF worth $1.35M as of Q1 2026.
Fulton Breakefield Broenniman sold 430 iShares 7-10 Year Treasury Bond ETF shares in Q1 2026, an estimated $41.4K.
iShares 7-10 Year Treasury Bond ETF made up 0.09% of Fulton Breakefield Broenniman's portfolio in Q1 2026, its #83 holding.
Fulton Breakefield Broenniman first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2019 and has held it in 27 quarters since.
Fulton Breakefield Broenniman's iShares 7-10 Year Treasury Bond ETF position peaked at $14.2M in Q3 2020.
1,115 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2026.

Based on Fulton Breakefield Broenniman's 13F filing for Q1 2026, filed 27 Apr 2026.