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Greatmark Investment Partners’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Greatmark Investment Partners’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 		$2.51M Sell
26,556
-575
-2% -$54.4K 0.28% 66
2026
Q1 		$2.59M Sell
27,131
-11,050
-29% -$1.06M 0.3% 54
2025
Q4 		$3.67M Buy
38,181
+4,850
+15% +$469K 0.43% 45
2025
Q3 		$3.22M Sell
33,331
-205
-0.6% -$19.6K 0.39% 48
2025
Q2 		$3.21M Sell
33,536
-625
-2% -$59.1K 0.4% 49
2025
Q1 		$3.26M Buy
34,161
+60
+0.2% +$5.61K 0.44% 48
2024
Q4 		$3.15M Buy
34,101
+625
+2% +$59.1K 0.43% 48
2024
Q3 		$3.28M Buy
33,476
+1,710
+5% +$165K 0.45% 48
2024
Q2 		$2.97M Sell
31,766
-165
-0.5% -$15.3K 0.43% 48
2024
Q1 		$3.02M Buy
31,931
+1,620
+5% +$154K 0.43% 51
2023
Q4 		$2.92M Sell
30,311
-1,255
-4% -$116K 0.46% 47
2023
Q3 		$2.89M Buy
31,566
+581
+2% +$54.8K 0.51% 47
2023
Q2 		$2.99M Buy
30,985
+24,200
+357% +$2.38M 0.5% 47
2023
Q1 		$673K Sell
6,785
-40
-0.6% -$3.91K 0.12% 80
2022
Q4 		$654K Buy
+6,825
New +$655K 0.12% 80

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

Greatmark Investment Partners's IEF Position: Q2 2026 in Review

Greatmark Investment Partners reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 2.1% in Q2 2026, selling an estimated $54.4K and leaving 26,556 shares worth $2.51M. The position accounts for 0.28% of the portfolio, ranked #66.

Greatmark Investment Partners first reported a position in IEF in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.67M in Q4 2025. 1,136 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

  • Greatmark Investment Partners held 26,556 shares of iShares 7-10 Year Treasury Bond ETF worth $2.51M as of Q2 2026.
  • Greatmark Investment Partners sold 575 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $54.4K.
  • iShares 7-10 Year Treasury Bond ETF made up 0.28% of Greatmark Investment Partners's portfolio in Q2 2026, its #66 holding.
  • Greatmark Investment Partners first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • Greatmark Investment Partners's iShares 7-10 Year Treasury Bond ETF position peaked at $3.67M in Q4 2025.
  • 1,136 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Greatmark Investment Partners's 13F filing for Q2 2026, filed 24 Jul 2026.