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Gleason Group’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Gleason Group’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 		$4.82K Buy
+51
New +$4.83K ﹤0.01% 331
2024
Q3 		– Sell
-1,272
Closed -$119K – 222
2024
Q2 		$119K Buy
+1,272
New +$118K 0.02% 82

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

Gleason Group's IEF Position: Q2 2026 in Review

Gleason Group opened a new position in iShares 7-10 Year Treasury Bond ETF (IEF) in Q2 2026: 51 shares worth $4.82K. The stake represents ﹤0.01% of the portfolio and ranks #331 among its holdings. This is a return to the name: Gleason Group previously reported a position in IEF as recently as Q2 2024.

Gleason Group first reported a position in IEF in Q2 2024 and has held it in 2 quarters since. The position peaked at $119K in Q2 2024. 1,137 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

  • Gleason Group held 51 shares of iShares 7-10 Year Treasury Bond ETF worth $4.82K as of Q2 2026.
  • iShares 7-10 Year Treasury Bond ETF was a new Gleason Group position in Q2 2026.
  • iShares 7-10 Year Treasury Bond ETF made up ﹤0.01% of Gleason Group's portfolio in Q2 2026, its #331 holding.
  • Gleason Group first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2024 and has held it in 2 quarters since.
  • Gleason Group's iShares 7-10 Year Treasury Bond ETF position peaked at $119K in Q2 2024.
  • 1,137 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Gleason Group's 13F filing for Q2 2026, filed 13 Jul 2026.