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Graybill Wealth Management’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Graybill Wealth 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 		$9.25M Buy
96,961
+2,181
+2% +$210K 2.82% 6
2025
Q4 		$9.11M Sell
94,780
-672
-0.7% -$65K 2.69% 9
2025
Q3 		$9.21M Buy
95,452
+2,041
+2% +$195K 2.83% 9
2025
Q2 		$8.95M Sell
93,411
-639
-0.7% -$60.4K 2.92% 8
2025
Q1 		$8.97M Buy
+94,050
New +$8.8M 3.08% 6
2024
Q3 		$9.21M Buy
93,891
+33,306
+55% +$3.22M 3.41% 4
2024
Q2 		$5.67M Buy
60,585
+10,132
+20% +$941K 2.3% 18
2024
Q1 		$4.78M Buy
50,453
+1,134
+2% +$107K 2.01% 24
2023
Q4 		$4.75M Buy
49,319
+414
+0.8% +$38.3K 2.1% 22
2023
Q3 		$4.48M Buy
48,905
+1,456
+3% +$137K 2.19% 17
2023
Q2 		$4.58M Buy
47,449
+4,243
+10% +$417K 2.18% 20
2023
Q1 		$4.28M Buy
43,206
+9,967
+30% +$974K 2.18% 20
2022
Q4 		$3.18M Sell
33,239
-21,106
-39% -$2.03M 1.72% 31
2022
Q3 		$5.22M Buy
54,345
+195
+0.4% +$19.8K 3.1% 8
2022
Q2 		$5.54M Buy
54,150
+16,148
+42% +$1.66M 3.07% 7
2022
Q1 		$4.08M Buy
38,002
+585
+2% +$64.9K 1.99% 25
2021
Q4 		$4.3M Sell
37,417
-119
-0.3% -$13.7K 1.95% 25
2021
Q3 		$4.33M Buy
37,536
+704
+2% +$82.3K 2.13% 19
2021
Q2 		$4.25M Sell
36,832
-266
-0.7% -$30.4K 2.1% 21
2021
Q1 		$4.19M Buy
37,098
+10,411
+39% +$1.21M 2.22% 21
2020
Q4 		$3.2M Sell
26,687
-394
-1% -$47.4K 1.81% 30
2020
Q3 		$3.3M Sell
27,081
-708
-3% -$86.4K 2.15% 21
2020
Q2 		$3.39M Buy
+27,789
New +$3.38M 2.49% 17

Other funds holding IEF

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Raymond James Financial
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

Graybill Wealth Management's IEF Position: Q1 2026 in Review

Graybill Wealth Management increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 2.3% in Q1 2026, buying an estimated $210K and bringing the position to 96,961 shares worth $9.25M. The position accounts for 2.82% of the portfolio, ranked #6.

Graybill Wealth Management first reported a position in IEF in Q2 2020 and has held it in 23 quarters since. 1,114 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

  • Graybill Wealth Management held 96,961 shares of iShares 7-10 Year Treasury Bond ETF worth $9.25M as of Q1 2026.
  • Graybill Wealth Management bought 2,181 iShares 7-10 Year Treasury Bond ETF shares in Q1 2026, an estimated $210K.
  • iShares 7-10 Year Treasury Bond ETF made up 2.82% of Graybill Wealth Management's portfolio in Q1 2026, its #6 holding.
  • Graybill Wealth Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2020 and has held it in 23 quarters since.
  • 1,114 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2026.

Based on Graybill Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.