Hamlin Capital Management
IEF icon

Hamlin Capital Management’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Hamlin Capital 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
Q3 		– Sell
-10,756
Closed -$1.02M – 30
2026
Q2 		$1.02M Hold
10,756
– – 0.02% 30
2026
Q1 		$1.03M Hold
10,756
– – 0.02% 29
2025
Q4 		$1.03M Hold
10,756
– – 0.02% 30
2025
Q3 		$1.04M Buy
+10,756
New +$1.03M 0.02% 26

Other funds holding IEF

Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return
Wilshire Advisors
Wilshire Advisors Santa Monica, California $44.5B AUM 9.21% 1-Year Est. Return

Hamlin Capital Management's IEF Position: Q3 2026 in Review

Hamlin Capital Management sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q3 2026, closing a stake of 10,756 shares — an estimated $1.02M sold.

Hamlin Capital Management first reported a position in IEF in Q3 2025 and held it in 4 quarters. The position peaked at $1.04M in Q3 2025. 990 funds tracked by Wall St. Rank hold IEF as of Q3 2026.

  • Hamlin Capital Management reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q3 2026 after selling out during the quarter.
  • Hamlin Capital Management sold 10,756 iShares 7-10 Year Treasury Bond ETF shares in Q3 2026, an estimated $1.02M.
  • Hamlin Capital Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2025 and held it in 4 quarters.
  • Hamlin Capital Management's iShares 7-10 Year Treasury Bond ETF position peaked at $1.04M in Q3 2025.
  • 990 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2026.

Based on Hamlin Capital Management's 13F filing for Q3 2026, filed 8 Oct 2026.