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

Global Trust 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	$13.7M	Buy	145,287 +46,378	+47%	+$4.39M	4.3%	3
2026 Q1	$9.44M	Buy	98,909 +10,115	+11%	+$973K	3.61%	7
2025 Q4	$8.54M	Buy	88,794 +87,798	+8,815%	+$8.5M	3.37%	6
2025 Q3	$96.1K	Sell	996 -300	-23%	-$28.7K	0.04%	237
2025 Q2	$124K	Buy	1,296 +125	+11%	+$11.8K	0.07%	193
2025 Q1	$112K	Sell	1,171 -1,225	-51%	-$115K	0.07%	189
2024 Q4	$222K	Sell	2,396 -4,376	-65%	-$413K	0.08%	160
2024 Q3	$664K	Buy	6,772 +2,322	+52%	+$224K	0.25%	92
2024 Q2	$417K	Sell	4,450 -200	-4%	-$18.6K	0.17%	115
2024 Q1	$440K	Buy	4,650 +2,050	+79%	+$194K	0.18%	108
2023 Q4	$251K	Buy	+2,600	New	+$240K	0.11%	131
2020 Q2	–	Sell	-5,840	Closed	-$708K	–	370
2020 Q1	$708K	Sell	5,840 -5,220	-47%	-$601K	0.55%	46
2019 Q4	$1.22M	Sell	11,060 -85	-0.8%	-$9.48K	0.73%	33
2019 Q3	$1.25M	Buy	+11,145	New	+$1.24M	0.83%	35

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

Global Trust Asset Management's IEF Position: Q2 2026 in Review

Global Trust Asset Management increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 47% in Q2 2026, buying an estimated $4.39M and bringing the position to 145,287 shares worth $13.7M. The position accounts for 4.3% of the portfolio, ranked #3.

Global Trust Asset Management first reported a position in IEF in Q3 2019 and has held it in 14 quarters since. 1,137 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Global Trust Asset Management held 145,287 shares of iShares 7-10 Year Treasury Bond ETF worth $13.7M as of Q2 2026.
Global Trust Asset Management bought 46,378 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $4.39M.
iShares 7-10 Year Treasury Bond ETF made up 4.3% of Global Trust Asset Management's portfolio in Q2 2026, its #3 holding.
Global Trust Asset Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2019 and has held it in 14 quarters since.
1,137 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Global Trust Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.