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

IPG Investment 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
2026 Q2	$10.3M	Buy	108,690 +41,266	+61%	+$3.91M	1.48%	15
2026 Q1	$6.43M	Buy	67,424 +1,730	+3%	+$166K	1.11%	24
2025 Q4	$6.32M	Buy	65,694 +7,978	+14%	+$772K	1.11%	23
2025 Q3	$5.57M	Sell	57,716 -725	-1%	-$69.3K	0.99%	29
2025 Q2	$5.6M	Sell	58,441 -69,788	-54%	-$6.6M	1.09%	24
2025 Q1	$12.2M	Buy	128,229 +9,404	+8%	+$880K	2.77%	11
2024 Q4	$11M	Buy	118,825 +58,634	+97%	+$5.54M	2.5%	11
2024 Q3	$5.91M	Sell	60,191 -62,866	-51%	-$6.08M	1.29%	21
2024 Q2	$11.5M	Buy	123,057 +2,143	+2%	+$199K	2.52%	10
2024 Q1	$11.4M	Sell	120,914 -513	-0.4%	-$48.6K	2.5%	14
2023 Q4	$11.7M	Sell	121,427 -33,338	-22%	-$3.08M	2.34%	13
2023 Q3	$14.2M	Buy	154,765 +42,809	+38%	+$4.04M	3.12%	6
2023 Q2	$10.8M	Buy	111,956 +24,957	+29%	+$2.45M	2.36%	14
2023 Q1	$8.62M	Buy	86,999 +67,245	+340%	+$6.57M	1.97%	16
2022 Q4	$1.89M	Sell	19,754 -1,285	-6%	-$123K	0.53%	35
2022 Q3	$2.02M	Hold	21,039	–	–	0.57%	37
2022 Q2	$2.15M	Hold	21,039	–	–	0.54%	33
2022 Q1	$2.26M	Buy	+21,039	New	+$2.33M	0.43%	37
2021 Q2	–	Sell	-15,224	Closed	-$1.72M	–	177
2021 Q1	$1.72M	Hold	15,224	–	–	0.34%	51
2020 Q4	$1.83M	Buy	15,224 +700	+5%	+$84.2K	0.42%	43
2020 Q3	$1.77M	Hold	14,524	–	–	0.51%	39
2020 Q2	$1.77M	Sell	14,524 -184	-1%	-$22.4K	0.6%	36
2020 Q1	$1.79M	Buy	14,708 +184	+1%	+$21.2K	0.75%	31
2019 Q4	$1.6M	Buy	14,524 +742	+5%	+$82.7K	0.51%	43
2019 Q3	$1.55M	Hold	13,782	–	–	0.54%	41
2019 Q2	$1.52M	Hold	13,782	–	–	0.55%	38
2019 Q1	$1.47M	Hold	13,782	–	–	0.5%	40
2018 Q4	$1.44M	Buy	+13,782	New	+$1.4M	0.55%	36
2017 Q3	–	Sell	-4,800	Closed	-$512K	–	150
2017 Q2	$512K	Buy	+4,800	New	+$513K	0.21%	65

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

IPG Investment Advisors's IEF Position: Q2 2026 in Review

IPG Investment Advisors increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 61% in Q2 2026, buying an estimated $3.91M and bringing the position to 108,690 shares worth $10.3M. The position accounts for 1.48% of the portfolio, ranked #15.

IPG Investment Advisors first reported a position in IEF in Q2 2017 and has held it in 29 quarters since. The position peaked at $14.2M in Q3 2023. 1,137 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

IPG Investment Advisors held 108,690 shares of iShares 7-10 Year Treasury Bond ETF worth $10.3M as of Q2 2026.
IPG Investment Advisors bought 41,266 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $3.91M.
iShares 7-10 Year Treasury Bond ETF made up 1.48% of IPG Investment Advisors's portfolio in Q2 2026, its #15 holding.
IPG Investment Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2017 and has held it in 29 quarters since.
IPG Investment Advisors's iShares 7-10 Year Treasury Bond ETF position peaked at $14.2M in Q3 2023.
1,137 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on IPG Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.