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Lowe Brockenbrough & Co’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Lowe Brockenbrough & Co’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
Q1 		$12K Hold
126
– – ﹤0.01% 321
2025
Q4 		$12.1K Hold
126
– – ﹤0.01% 323
2025
Q3 		$12.2K Buy
+126
New +$12K ﹤0.01% 324

Other funds holding IEF

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

Lowe Brockenbrough & Co's IEF Position: Q1 2026 in Review

Lowe Brockenbrough & Co held its iShares 7-10 Year Treasury Bond ETF (IEF) position steady in Q1 2026 at 126 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #321.

Lowe Brockenbrough & Co first reported a position in IEF in Q3 2025 and has held it in 3 quarters since. The position peaked at $12.2K in Q3 2025. 1,114 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

  • Lowe Brockenbrough & Co held 126 shares of iShares 7-10 Year Treasury Bond ETF worth $12K as of Q1 2026.
  • Lowe Brockenbrough & Co left its iShares 7-10 Year Treasury Bond ETF share count unchanged in Q1 2026.
  • iShares 7-10 Year Treasury Bond ETF made up ﹤0.01% of Lowe Brockenbrough & Co's portfolio in Q1 2026, its #321 holding.
  • Lowe Brockenbrough & Co first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • Lowe Brockenbrough & Co's iShares 7-10 Year Treasury Bond ETF position peaked at $12.2K in Q3 2025.
  • 1,114 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2026.

Based on Lowe Brockenbrough & Co's 13F filing for Q1 2026, filed 7 May 2026.