Kovitz Investment Group Partners’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Kovitz Investment Group Partners’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	$19.8M	Sell	209,690 -16,736	-7%	-$1.58M	0.44%	58
2026 Q1	$21.6M	Buy	226,426 +3,448	+2%	+$332K	0.5%	52
2025 Q4	$21.4M	Sell	222,978 -1,042,181	-82%	-$101M	0.47%	48
2025 Q3	$122M	Sell	1,265,159 -20,659	-2%	-$1.98M	0.48%	48
2025 Q2	$123M	Sell	1,285,818 -85,093	-6%	-$8.05M	0.53%	46
2025 Q1	$131M	Buy	1,370,911 +64,467	+5%	+$6.03M	0.66%	37
2024 Q4	$121M	Buy	1,306,444 +159,727	+14%	+$15.1M	0.59%	44
2024 Q3	$112M	Buy	1,146,717 +984,731	+608%	+$95.2M	0.8%	29
2024 Q2	$15.2M	Buy	161,986 +139,925	+634%	+$13M	0.13%	118
2024 Q1	$2.09M	Buy	+22,061	New	+$2.09M	0.03%	293

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 22.9% 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

Kovitz Investment Group Partners's IEF Position: Q2 2026 in Review

Kovitz Investment Group Partners reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 7.4% in Q2 2026, selling an estimated $1.58M and leaving 209,690 shares worth $19.8M. The position accounts for 0.44% of the portfolio, ranked #58.

Kovitz Investment Group Partners first reported a position in IEF in Q1 2024 and has held it in 10 quarters since. The position peaked at $131M in Q1 2025. 1,143 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Kovitz Investment Group Partners held 209,690 shares of iShares 7-10 Year Treasury Bond ETF worth $19.8M as of Q2 2026.
Kovitz Investment Group Partners sold 16,736 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $1.58M.
iShares 7-10 Year Treasury Bond ETF made up 0.44% of Kovitz Investment Group Partners's portfolio in Q2 2026, its #58 holding.
Kovitz Investment Group Partners first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2024 and has held it in 10 quarters since.
Kovitz Investment Group Partners's iShares 7-10 Year Treasury Bond ETF position peaked at $131M in Q1 2025.
1,143 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q2 2026, filed 12 Aug 2026.