LIP
IEF icon

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

Lighthouse Investment 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 		$3.01M Sell
31,860
-198
-0.6% -$18.7K 0.08% 299
2026
Q1 		$3.06M Sell
32,058
-3,075
-9% -$296K 0.11% 264
2025
Q4 		$3.38M Buy
35,133
+7,541
+27% +$730K 0.1% 251
2025
Q3 		$2.66M Sell
27,592
-9,074
-25% -$868K 0.08% 299
2025
Q2 		$3.51M Buy
36,666
+14,305
+64% +$1.35M 0.13% 225
2025
Q1 		$2.13M Buy
22,361
+1,110
+5% +$104K 0.09% 258
2024
Q4 		$1.96M Buy
21,251
+8,691
+69% +$821K 0.07% 289
2024
Q3 		$1.23M Buy
12,560
+6,836
+119% +$661K 0.05% 311
2024
Q2 		$536K Sell
5,724
-6,585
-53% -$612K 0.02% 321
2024
Q1 		$1.17M Buy
12,309
+9,609
+356% +$911K 0.05% 278
2023
Q4 		$260K Buy
+2,700
New +$250K 0.01% 272

Other funds holding IEF

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Raymond James Financial
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

Lighthouse Investment Partners's IEF Position: Q2 2026 in Review

Lighthouse Investment Partners reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 0.62% in Q2 2026, selling an estimated $18.7K and leaving 31,860 shares worth $3.01M. The position accounts for 0.08% of the portfolio, ranked #299.

Lighthouse Investment Partners first reported a position in IEF in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.51M in Q2 2025. 1,136 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

  • Lighthouse Investment Partners held 31,860 shares of iShares 7-10 Year Treasury Bond ETF worth $3.01M as of Q2 2026.
  • Lighthouse Investment Partners sold 198 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $18.7K.
  • iShares 7-10 Year Treasury Bond ETF made up 0.08% of Lighthouse Investment Partners's portfolio in Q2 2026, its #299 holding.
  • Lighthouse Investment Partners first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • Lighthouse Investment Partners's iShares 7-10 Year Treasury Bond ETF position peaked at $3.51M in Q2 2025.
  • 1,136 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Lighthouse Investment Partners's 13F filing for Q2 2026, filed 14 Aug 2026.