Itau Unibanco Holding S.A.’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Itau Unibanco Holding S.A.’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	$83.1K	Buy	+879	New	+$83.2K	﹤0.01%	245
2024 Q2	–	Sell	-13,688	Closed	-$2.38M	–	351
2024 Q1	$2.38M	Hold	13,688	–	–	0.1%	62
2023 Q4	$2.41M	Hold	13,688	–	–	0.08%	84
2023 Q3	$2.31M	Buy	+13,688	New	+$1.29M	0.1%	86
2023 Q1	–	Sell	-10,680	Closed	-$1.03M	–	553
2022 Q4	$1.03M	Buy	10,680 +3,160	+42%	+$303K	0.04%	118
2022 Q3	$722K	Buy	7,520 +2,680	+55%	+$272K	0.03%	130
2022 Q2	$495K	Buy	+4,840	New	+$497K	0.02%	166
2017 Q1	–	Sell	-11,200	Closed	-$1.17M	–	756
2016 Q4	$1.17M	Sell	11,200 -669,973	-98%	-$72M	0.14%	66
2016 Q3	$76.2M	Buy	681,173 +45,500	+7%	+$5.1M	8.6%	2
2016 Q2	$71.8M	Buy	+635,673	New	+$70.3M	11.89%	2

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

Itau Unibanco Holding S.A.'s IEF Position: Q2 2026 in Review

Itau Unibanco Holding S.A. opened a new position in iShares 7-10 Year Treasury Bond ETF (IEF) in Q2 2026: 879 shares worth $83.1K. The stake represents ﹤0.01% of the portfolio and ranks #245 among its holdings. This is a return to the name: Itau Unibanco Holding S.A. previously reported a position in IEF as recently as Q1 2024.

Itau Unibanco Holding S.A. first reported a position in IEF in Q2 2016 and has held it in 10 quarters since. The position peaked at $76.2M in Q3 2016. 1,138 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Itau Unibanco Holding S.A. held 879 shares of iShares 7-10 Year Treasury Bond ETF worth $83.1K as of Q2 2026.
iShares 7-10 Year Treasury Bond ETF was a new Itau Unibanco Holding S.A. position in Q2 2026.
iShares 7-10 Year Treasury Bond ETF made up ﹤0.01% of Itau Unibanco Holding S.A.'s portfolio in Q2 2026, its #245 holding.
Itau Unibanco Holding S.A. first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2016 and has held it in 10 quarters since.
Itau Unibanco Holding S.A.'s iShares 7-10 Year Treasury Bond ETF position peaked at $76.2M in Q3 2016.
1,138 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Itau Unibanco Holding S.A.'s 13F filing for Q2 2026, filed 14 Aug 2026.