HM Payson & Co’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

HM Payson & Co’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	–	Sell	-63,890	Closed	-$6.14M	–	1170
2025 Q4	$6.14M	Hold	63,890	–	–	0.09%	96
2025 Q3	$6.16M	Hold	63,890	–	–	0.09%	95
2025 Q2	$6.12M	Buy	63,890 +21,549	+51%	+$2.04M	0.1%	93
2025 Q1	$4.04M	Buy	42,341 +41,908	+9,679%	+$3.92M	0.07%	114
2024 Q4	$40K	Buy	+433	New	+$40.9K	﹤0.01%	675
2024 Q1	–	Sell	-33	Closed	-$3.18K	–	978
2023 Q4	$3.18K	Sell	33 -13	-28%	-$1.2K	﹤0.01%	890
2023 Q3	$4.21K	Hold	46	–	–	﹤0.01%	885
2023 Q2	$4.44K	Hold	46	–	–	﹤0.01%	862
2023 Q1	$4.56K	Hold	46	–	–	﹤0.01%	864
2022 Q4	$4.41K	Hold	46	–	–	﹤0.01%	811
2022 Q3	$4K	Hold	46	–	–	﹤0.01%	867
2022 Q2	$5K	Hold	46	–	–	﹤0.01%	889
2022 Q1	$5K	Buy	+46	New	+$5.11K	﹤0.01%	914
2021 Q1	–	Sell	-128	Closed	-$15K	–	1146
2020 Q4	$15K	Buy	+128	New	+$15.4K	﹤0.01%	820
2019 Q3	–	Sell	-87	Closed	-$10K	–	955
2019 Q2	$10K	Buy	+87	New	+$9.32K	﹤0.01%	818
2017 Q1	–	Sell	-13,273	Closed	-$1.39M	–	342
2016 Q4	$1.39M	Sell	13,273 -773	-6%	-$83K	0.07%	162
2016 Q3	$1.57M	Hold	14,046	–	–	0.08%	154
2016 Q2	$1.59M	Hold	14,046	–	–	0.08%	146
2016 Q1	$1.55M	Sell	14,046 -4,682	-25%	-$511K	0.08%	143
2015 Q4	$1.98M	Hold	18,728	–	–	0.1%	140
2015 Q3	$2.02M	Buy	18,728 +2,263	+14%	+$240K	0.11%	139
2015 Q2	$1.73M	Hold	16,465	–	–	0.09%	150
2015 Q1	$1.78M	Hold	16,465	–	–	0.09%	145
2014 Q4	$1.75M	Hold	16,465	–	–	0.09%	144
2014 Q3	$1.71M	Hold	16,465	–	–	0.09%	144
2014 Q2	$1.71M	Buy	+16,465	New	+$1.69M	0.09%	142

Other funds holding IEF

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

HM Payson & Co's IEF Position: Q1 2026 in Review

HM Payson & Co sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q1 2026, closing a stake of 63,890 shares — an estimated $6.14M sold.

HM Payson & Co first reported a position in IEF in Q2 2014 and held it in 26 quarters. The position peaked at $6.16M in Q3 2025. 1,117 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

HM Payson & Co reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q1 2026 after selling out during the quarter.
HM Payson & Co sold 63,890 iShares 7-10 Year Treasury Bond ETF shares in Q1 2026, an estimated $6.14M.
HM Payson & Co first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2014 and held it in 26 quarters.
HM Payson & Co's iShares 7-10 Year Treasury Bond ETF position peaked at $6.16M in Q3 2025.
1,117 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2026.

Based on HM Payson & Co's 13F filing for Q1 2026, filed 13 Apr 2026.