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HUB Investment Partners’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

HUB Investment Partners’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
Q2 		$1.3M Buy
13,742
+2,395
+21% +$227K 0.02% 388
2026
Q1 		$1.08M Buy
11,347
+1,038
+10% +$99.8K 0.03% 350
2025
Q4 		$991K Buy
10,309
+861
+9% +$83.3K 0.03% 307
2025
Q3 		$911K Buy
9,448
+104
+1% +$9.94K 0.03% 292
2025
Q2 		$895K Sell
9,344
-664
-7% -$62.8K 0.03% 281
2025
Q1 		$954K Sell
10,008
-388
-4% -$36.3K 0.04% 235
2024
Q4 		$961K Buy
+10,396
New +$982K 0.04% 216
2024
Q3 		– Sell
-2,883
Closed -$270K – 562
2024
Q2 		$270K Sell
2,883
-341
-11% -$31.7K 0.01% 381
2024
Q1 		$305K Buy
3,224
+632
+24% +$59.9K 0.02% 357
2023
Q4 		$250K Buy
+2,592
New +$240K 0.02% 347

Other funds holding IEF

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Raymond James Financial
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

HUB Investment Partners's IEF Position: Q2 2026 in Review

HUB Investment Partners increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 21% in Q2 2026, buying an estimated $227K and bringing the position to 13,742 shares worth $1.3M. The position accounts for 0.02% of the portfolio, ranked #388.

HUB Investment Partners first reported a position in IEF in Q4 2023 and has held it in 10 quarters since. 1,136 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

  • HUB Investment Partners held 13,742 shares of iShares 7-10 Year Treasury Bond ETF worth $1.3M as of Q2 2026.
  • HUB Investment Partners bought 2,395 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $227K.
  • iShares 7-10 Year Treasury Bond ETF made up 0.02% of HUB Investment Partners's portfolio in Q2 2026, its #388 holding.
  • HUB Investment Partners first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2023 and has held it in 10 quarters since.
  • 1,136 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on HUB Investment Partners's 13F filing for Q2 2026, filed 31 Jul 2026.