J. Safra Sarasin Holding’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

J. Safra Sarasin Holding’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	$3.59M	Buy	37,609 +4,444	+13%	+$421K	0.05%	185
2026 Q1	$3.17M	Buy	33,165 +1,988	+6%	+$191K	0.05%	154
2025 Q4	$3M	Buy	31,177 +9,589	+44%	+$928K	0.05%	164
2025 Q3	$2.08M	Buy	21,588 +3,453	+19%	+$330K	0.03%	208
2025 Q2	$1.74M	Sell	18,135 -1,518	-8%	-$144K	0.03%	255
2025 Q1	$1.87M	Sell	19,653 -18,594	-49%	-$1.74M	0.03%	230
2024 Q4	$3.54M	Buy	38,247 +11,405	+42%	+$1.08M	0.06%	160
2024 Q3	$2.63M	Sell	26,842 -5,583	-17%	-$540K	0.05%	190
2024 Q2	$3.04M	Buy	+32,425	New	+$3.01M	0.06%	174

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

J. Safra Sarasin Holding's IEF Position: Q2 2026 in Review

J. Safra Sarasin Holding increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 13% in Q2 2026, buying an estimated $421K and bringing the position to 37,609 shares worth $3.59M. The position accounts for 0.05% of the portfolio, ranked #185.

J. Safra Sarasin Holding first reported a position in IEF in Q2 2024 and has held it in 9 quarters since. 1,136 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

J. Safra Sarasin Holding held 37,609 shares of iShares 7-10 Year Treasury Bond ETF worth $3.59M as of Q2 2026.
J. Safra Sarasin Holding bought 4,444 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $421K.
iShares 7-10 Year Treasury Bond ETF made up 0.05% of J. Safra Sarasin Holding's portfolio in Q2 2026, its #185 holding.
J. Safra Sarasin Holding first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2024 and has held it in 9 quarters since.
1,136 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on J. Safra Sarasin Holding's 13F filing for Q2 2026, filed 31 Jul 2026.