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Greenleaf Trust’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Greenleaf Trust’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 		$91.6M Buy
959,941
+190,400
+25% +$18.3M 0.9% 11
2025
Q4 		$74M Buy
769,541
+549,696
+250% +$53.2M 0.68% 15
2025
Q3 		$21.2M Buy
219,845
+8,451
+4% +$808K 0.19% 35
2025
Q2 		$20.2M Buy
211,394
+5,389
+3% +$510K 0.18% 34
2025
Q1 		$19.6M Buy
206,005
+12,544
+6% +$1.17M 0.18% 36
2024
Q4 		$17.9M Buy
193,461
+5,947
+3% +$562K 0.16% 45
2024
Q3 		$18.4M Buy
187,514
+14,311
+8% +$1.38M 0.16% 42
2024
Q2 		$16.2M Buy
173,203
+170,031
+5,360% +$15.8M 0.15% 44
2024
Q1 		$300K Sell
3,172
-526
-14% -$49.9K ﹤0.01% 604
2023
Q4 		$356K Sell
3,698
-1,605
-30% -$148K ﹤0.01% 552
2023
Q3 		$486K Buy
5,303
+2,805
+112% +$265K 0.01% 445
2023
Q2 		$241K Sell
2,498
-473
-16% -$46.5K ﹤0.01% 666
2023
Q1 		$294K Sell
2,971
-6,244
-68% -$610K ﹤0.01% 607
2022
Q4 		$883K Buy
9,215
+2,465
+37% +$237K 0.01% 292
2022
Q3 		$648K Buy
6,750
+566
+9% +$57.4K 0.01% 338
2022
Q2 		$633K Sell
6,184
-500
-7% -$51.3K 0.01% 330
2022
Q1 		$718K Hold
6,684
– – 0.01% 317
2021
Q4 		$769K Hold
6,684
– – 0.01% 304
2021
Q3 		$770K Hold
6,684
– – 0.01% 282
2021
Q2 		$772K Sell
6,684
-396
-6% -$45.3K 0.01% 284
2021
Q1 		$800K Buy
7,080
+185
+3% +$21.6K 0.01% 249
2020
Q4 		$827K Hold
6,895
– – 0.01% 219
2020
Q3 		$840K Hold
6,895
– – 0.01% 190
2020
Q2 		$840K Sell
6,895
-1,041
-13% -$126K 0.01% 180
2020
Q1 		$964K Hold
7,936
– – 0.02% 138
2019
Q4 		$875K Hold
7,936
– – 0.01% 185
2019
Q3 		$893K Sell
7,936
-800
-9% -$89.3K 0.01% 178
2019
Q2 		$961K Hold
8,736
– – 0.02% 168
2019
Q1 		$932K Buy
+8,736
New +$914K 0.02% 169

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

Greenleaf Trust's IEF Position: Q1 2026 in Review

Greenleaf Trust increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 25% in Q1 2026, buying an estimated $18.3M and bringing the position to 959,941 shares worth $91.6M. The position accounts for 0.9% of the portfolio, ranked #11.

Greenleaf Trust first reported a position in IEF in Q1 2019 and has held it in 29 quarters since. 1,114 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

  • Greenleaf Trust held 959,941 shares of iShares 7-10 Year Treasury Bond ETF worth $91.6M as of Q1 2026.
  • Greenleaf Trust bought 190,400 iShares 7-10 Year Treasury Bond ETF shares in Q1 2026, an estimated $18.3M.
  • iShares 7-10 Year Treasury Bond ETF made up 0.9% of Greenleaf Trust's portfolio in Q1 2026, its #11 holding.
  • Greenleaf Trust first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2019 and has held it in 29 quarters since.
  • 1,114 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2026.

Based on Greenleaf Trust's 13F filing for Q1 2026, filed 27 Apr 2026.