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

IEQ Capital’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	$1.44M	Buy	15,279 +361	+2%	+$34.2K	0.01%	955
2026 Q1	$1.42M	Buy	+14,918	New	+$1.44M	0.01%	903
2024 Q4	–	Sell	-3,154	Closed	-$309K	–	1382
2024 Q3	$309K	Buy	+3,154	New	+$305K	﹤0.01%	921
2022 Q4	–	Sell	-8,028	Closed	-$771K	–	855
2022 Q3	$771K	Buy	+8,028	New	+$815K	0.02%	427

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

IEQ Capital's IEF Position: Q2 2026 in Review

IEQ Capital increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 2.4% in Q2 2026, buying an estimated $34.2K and bringing the position to 15,279 shares worth $1.44M. The position accounts for 0.01% of the portfolio, ranked #955.

IEQ Capital first reported a position in IEF in Q3 2022 and has held it in 4 quarters since. 1,136 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

IEQ Capital held 15,279 shares of iShares 7-10 Year Treasury Bond ETF worth $1.44M as of Q2 2026.
IEQ Capital bought 361 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $34.2K.
iShares 7-10 Year Treasury Bond ETF made up 0.01% of IEQ Capital's portfolio in Q2 2026, its #955 holding.
IEQ Capital first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2022 and has held it in 4 quarters since.
1,136 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.