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Harvest Portfolios Group’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Harvest Portfolios Group’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 		$181M Buy
1,897,311
+180,454
+11% +$17.4M 2.99% 6
2025
Q4 		$165M Buy
1,716,857
+203,540
+13% +$19.7M 2.87% 6
2025
Q3 		$146M Sell
1,513,317
-50,583
-3% -$4.84M 2.69% 7
2025
Q2 		$150M Buy
1,563,900
+120,751
+8% +$11.4M 3.48% 4
2025
Q1 		$138M Buy
1,443,149
+157,184
+12% +$14.7M 4.07% 2
2024
Q4 		$119M Buy
1,285,965
+329,248
+34% +$31.1M 3.97% 2
2024
Q3 		$93.9M Buy
956,717
+516,428
+117% +$49.9M 3.11% 2
2024
Q2 		$41.2M Buy
440,289
+54,137
+14% +$5.03M 1.58% 27
2024
Q1 		$36.6M Buy
+386,152
New +$36.6M 1.43% 27

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 $9.54B AUM 19.86% 1-Year Est. Return

Harvest Portfolios Group's IEF Position: Q1 2026 in Review

Harvest Portfolios Group increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 11% in Q1 2026, buying an estimated $17.4M and bringing the position to 1,897,311 shares worth $181M. The position accounts for 2.99% of the portfolio, ranked #6.

Harvest Portfolios Group first reported a position in IEF in Q1 2024 and has held it in 9 quarters since. 1,115 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

  • Harvest Portfolios Group held 1,897,311 shares of iShares 7-10 Year Treasury Bond ETF worth $181M as of Q1 2026.
  • Harvest Portfolios Group bought 180,454 iShares 7-10 Year Treasury Bond ETF shares in Q1 2026, an estimated $17.4M.
  • iShares 7-10 Year Treasury Bond ETF made up 2.99% of Harvest Portfolios Group's portfolio in Q1 2026, its #6 holding.
  • Harvest Portfolios Group first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2024 and has held it in 9 quarters since.
  • 1,115 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2026.

Based on Harvest Portfolios Group's 13F filing for Q1 2026, filed 14 May 2026.