Moors & Cabot’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Moors & Cabot’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	$939K	Buy	9,931 +2,019	+26%	+$191K	0.04%	405
2026 Q1	$755K	Sell	7,912 -38,889	-83%	-$3.74M	0.03%	440
2025 Q4	$4.5M	Buy	+46,801	New	+$4.53M	0.19%	107
2021 Q1	–	Sell	-4,793	Closed	-$576K	–	808
2020 Q4	$576K	Buy	4,793 +81	+2%	+$9.74K	0.05%	331
2020 Q3	$574K	Buy	4,712 +99	+2%	+$12.1K	0.05%	305
2020 Q2	$562K	Buy	4,613 +150	+3%	+$18.2K	0.06%	287
2020 Q1	$540K	Buy	+4,463	New	+$514K	0.08%	233

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

Moors & Cabot's IEF Position: Q2 2026 in Review

Moors & Cabot increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 26% in Q2 2026, buying an estimated $191K and bringing the position to 9,931 shares worth $939K. The position accounts for 0.04% of the portfolio, ranked #405.

Moors & Cabot first reported a position in IEF in Q1 2020 and has held it in 7 quarters since. The position peaked at $4.5M in Q4 2025. 1,142 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Moors & Cabot held 9,931 shares of iShares 7-10 Year Treasury Bond ETF worth $939K as of Q2 2026.
Moors & Cabot bought 2,019 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $191K.
iShares 7-10 Year Treasury Bond ETF made up 0.04% of Moors & Cabot's portfolio in Q2 2026, its #405 holding.
Moors & Cabot first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2020 and has held it in 7 quarters since.
Moors & Cabot's iShares 7-10 Year Treasury Bond ETF position peaked at $4.5M in Q4 2025.
1,142 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Moors & Cabot's 13F filing for Q2 2026, filed 10 Aug 2026.