HighTower Advisors’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

HighTower Advisors’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
2017 Q4	–	Sell	-5,000	Closed	-$4K	–	2326
2017 Q3	$4K	Hold	5,000	–	–	﹤0.01%	2176
2017 Q2	$7K	Hold	5,000	–	–	﹤0.01%	2134
2017 Q1	$7K	Hold	5,000	–	–	﹤0.01%	2026
2016 Q4	$8K	Buy	+5,000	New	+$537K	﹤0.01%	1894

Other funds holding IEF

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

HighTower Advisors's IEF Position: Q2 2026 in Review

HighTower Advisors increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 39% in Q2 2026, buying an estimated $19.8M and bringing the position to 743,484 shares worth $70.3M. The position accounts for 0.07% of the portfolio, ranked #284.

HighTower Advisors first reported a position in IEF in Q2 2013 and has held it in 53 quarters since. 1,138 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

HighTower Advisors held 743,484 shares of iShares 7-10 Year Treasury Bond ETF worth $70.3M as of Q2 2026.
HighTower Advisors bought 209,189 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $19.8M.
iShares 7-10 Year Treasury Bond ETF made up 0.07% of HighTower Advisors's portfolio in Q2 2026, its #284 holding.
HighTower Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2013 and has held it in 53 quarters since.
1,138 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.