Israel Discount Bank of New York’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Israel Discount Bank of New York’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	$1.81M	Buy	19,113 +1,235	+7%	+$117K	3.35%	12
2026 Q1	$1.71M	Buy	17,878 +3,817	+27%	+$367K	3.74%	11
2025 Q4	$1.35M	Sell	14,061 -15,278	-52%	-$1.48M	3.68%	12
2025 Q3	$2.83M	Sell	29,339 -5,102	-15%	-$488K	8.38%	1
2025 Q2	$3.3M	Buy	34,441 +979	+3%	+$92.6K	12.52%	1
2025 Q1	$3.19M	Sell	33,462 -10,162	-23%	-$951K	2.45%	4
2024 Q4	$4.03M	Sell	43,624 -4,470	-9%	-$422K	2.93%	4
2024 Q3	$4.72M	Buy	48,094 +26,647	+124%	+$2.58M	7.02%	2
2024 Q2	$2.01M	Sell	21,447 -9,891	-32%	-$919K	3.2%	7
2024 Q1	$2.97M	Sell	31,338 -10,868	-26%	-$1.03M	3.7%	6
2023 Q4	$4.07M	Sell	42,206 -1,642	-4%	-$152K	3.19%	8
2023 Q3	$4.02M	Buy	43,848 +170	+0.4%	+$16K	3.34%	8
2023 Q2	$4.22M	Buy	43,678 +2,621	+6%	+$258K	3.36%	8
2023 Q1	$4.07M	Buy	41,057 +13,673	+50%	+$1.34M	3.06%	8
2022 Q4	$2.62M	Sell	27,384 -813	-3%	-$78.1K	2.22%	13
2022 Q3	$2.71M	Buy	28,197 +849	+3%	+$86.1K	2.24%	11
2022 Q2	$2.8M	Buy	27,348 +237	+0.9%	+$24.3K	2.12%	11
2022 Q1	$2.91M	Buy	27,111 +5,529	+26%	+$614K	1.91%	15
2021 Q4	$2.48M	Buy	21,582 +4,575	+27%	+$526K	1.53%	15
2021 Q3	$1.96M	Buy	+17,007	New	+$1.99M	1.33%	17
2021 Q1	$1.46M	Buy	12,942 +3,900	+43%	+$454K	1.13%	17
2020 Q4	$1.08M	Buy	+9,042	New	+$1.09M	0.79%	24
2019 Q1	–	Sell	-97	Closed	-$10K	–	433
2018 Q4	$10K	Buy	+97	New	+$9.82K	0.01%	370

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

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

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

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $38.6B AUM 35.31% 1-Year Est. Return

Israel Discount Bank of New York's IEF Position: Q2 2026 in Review

Israel Discount Bank of New York increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 6.9% in Q2 2026, buying an estimated $117K and bringing the position to 19,113 shares worth $1.81M. The position accounts for 3.35% of the portfolio, ranked #12.

Israel Discount Bank of New York first reported a position in IEF in Q4 2018 and has held it in 23 quarters since. The position peaked at $4.72M in Q3 2024. 915 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Israel Discount Bank of New York held 19,113 shares of iShares 7-10 Year Treasury Bond ETF worth $1.81M as of Q2 2026.
Israel Discount Bank of New York bought 1,235 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $117K.
iShares 7-10 Year Treasury Bond ETF made up 3.35% of Israel Discount Bank of New York's portfolio in Q2 2026, its #12 holding.
Israel Discount Bank of New York first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2018 and has held it in 23 quarters since.
Israel Discount Bank of New York's iShares 7-10 Year Treasury Bond ETF position peaked at $4.72M in Q3 2024.
915 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Israel Discount Bank of New York's 13F filing for Q2 2026, filed 7 Jul 2026.