Morgan Stanley
IEF icon

Morgan Stanley’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Morgan Stanley’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 		$1.22B Sell
12,781,391
-4,258,280
-25% -$410M 0.07% 239
2025
Q4 		$1.64B Buy
17,039,671
+2,737,040
+19% +$265M 0.1% 179
2025
Q3 		$1.38B Buy
14,302,631
+1,781,036
+14% +$170M 0.08% 210
2025
Q2 		$1.2B Buy
12,521,595
+1,419,056
+13% +$134M 0.08% 225
2025
Q1 		$1.06B Buy
11,102,539
+3,332,221
+43% +$312M 0.08% 242
2024
Q4 		$718M Sell
7,770,318
-6,350,880
-45% -$600M 0.05% 351
2024
Q3 		$1.39B Sell
14,121,198
-6,261,589
-31% -$605M 0.1% 181
2024
Q2 		$1.91B Buy
20,382,787
+11,528,319
+130% +$1.07B 0.15% 130
2024
Q1 		$838M Sell
8,854,468
-10,779,666
-55% -$1.02B 0.07% 267
2023
Q4 		$1.89B Buy
19,634,134
+4,186,740
+27% +$387M 0.08% 221
2023
Q3 		$1.41B Buy
15,447,394
+1,636,435
+12% +$154M 0.14% 136
2023
Q2 		$1.33B Buy
13,810,959
+1,385,126
+11% +$136M 0.13% 144
2023
Q1 		$1.23B Buy
12,425,833
+8,422,034
+210% +$823M 0.13% 149
2022
Q4 		$383M Buy
4,003,799
+253,631
+7% +$24.4M 0.04% 429
2022
Q3 		$360M Buy
3,750,168
+426,473
+13% +$43.3M 0.05% 376
2022
Q2 		$340M Buy
3,323,695
+813,316
+32% +$83.5M 0.04% 401
2022
Q1 		$270M Sell
2,510,379
-668,264
-21% -$74.2M 0.04% 433
2021
Q4 		$366M Buy
3,178,643
+1,201,461
+61% +$138M 0.05% 371
2021
Q3 		$228M Sell
1,977,182
-1,504,049
-43% -$176M 0.03% 479
2021
Q2 		$402M Buy
3,481,231
+1,684,580
+94% +$193M 0.05% 317
2021
Q1 		$203M Sell
1,796,651
-1,715,846
-49% -$200M 0.03% 474
2020
Q4 		$421M Sell
3,512,497
-766,982
-18% -$92.3M 0.07% 259
2020
Q3 		$521M Sell
4,279,479
-241,470
-5% -$29.5M 0.1% 187
2020
Q2 		$551M Buy
4,520,949
+934,483
+26% +$114M 0.12% 166
2020
Q1 		$436M Sell
3,586,466
-2,467,046
-41% -$284M 0.12% 168
2019
Q4 		$667M Buy
6,053,512
+1,420,837
+31% +$158M 0.16% 134
2019
Q3 		$521M Sell
4,632,675
-854,698
-16% -$95.4M 0.14% 151
2019
Q2 		$604M Buy
5,487,373
+2,271,334
+71% +$243M 0.16% 139
2019
Q1 		$343M Sell
3,216,039
-344,635
-10% -$36M 0.1% 216
2018
Q4 		$371M Buy
3,560,674
+1,244,833
+54% +$126M 0.11% 190
2018
Q3 		$234M Buy
2,315,841
+692,423
+43% +$70.6M 0.06% 323
2018
Q2 		$166M Sell
1,623,418
-1,768,790
-52% -$180M 0.05% 388
2018
Q1 		$350M Buy
3,392,208
+830,168
+32% +$85.5M 0.1% 211
2017
Q4 		$270M Buy
2,562,040
+1,333,815
+109% +$141M 0.07% 277
2017
Q3 		$131M Sell
1,228,225
-526,072
-30% -$56.4M 0.04% 451
2017
Q2 		$187M Buy
1,754,297
+719,947
+70% +$76.9M 0.06% 352
2017
Q1 		$109M Sell
1,034,350
-160,687
-13% -$16.9M 0.03% 528
2016
Q4 		$125M Sell
1,195,037
-710,652
-37% -$76.3M 0.04% 453
2016
Q3 		$213M Sell
1,905,689
-44,352
-2% -$4.97M 0.07% 296
2016
Q2 		$220M Sell
1,950,041
-524,517
-21% -$58M 0.08% 278
2016
Q1 		$273M Buy
2,474,558
+1,033,742
+72% +$113M 0.11% 213
2015
Q4 		$152M Sell
1,440,816
-227,579
-14% -$24.3M 0.06% 359
2015
Q3 		$180M Buy
1,668,395
+495,942
+42% +$52.7M 0.07% 315
2015
Q2 		$123M Sell
1,172,453
-27,655
-2% -$2.94M 0.04% 437
2015
Q1 		$130M Sell
1,200,108
-207,272
-15% -$22.4M 0.05% 408
2014
Q4 		$149M Sell
1,407,380
-308,891
-18% -$32.6M 0.05% 383
2014
Q3 		$178M Buy
1,716,271
+26,675
+2% +$2.77M 0.07% 314
2014
Q2 		$175M Sell
1,689,596
-15,952
-0.9% -$1.64M 0.07% 312
2014
Q1 		$174M Buy
1,705,548
+636,264
+60% +$64.6M 0.07% 307
2013
Q4 		$106M Sell
1,069,284
-418,347
-28% -$42.4M 0.05% 433
2013
Q3 		$152M Sell
1,487,631
-190,505
-11% -$19.3M 0.07% 320
2013
Q2 		$172M Buy
+1,678,136
New +$179M 0.09% 263

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
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 $9.54B AUM 19.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley's IEF Position: Q1 2026 in Review

Morgan Stanley reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 25% in Q1 2026, selling an estimated $410M and leaving 12,781,391 shares worth $1.22B. The position accounts for 0.07% of the portfolio, ranked #239.

Morgan Stanley first reported a position in IEF in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.91B in Q2 2024. 1,115 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

  • Morgan Stanley held 12,781,391 shares of iShares 7-10 Year Treasury Bond ETF worth $1.22B as of Q1 2026.
  • Morgan Stanley sold 4,258,280 iShares 7-10 Year Treasury Bond ETF shares in Q1 2026, an estimated $410M.
  • iShares 7-10 Year Treasury Bond ETF made up 0.07% of Morgan Stanley's portfolio in Q1 2026, its #239 holding.
  • Morgan Stanley first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2013 and has held it in 52 quarters since.
  • Morgan Stanley's iShares 7-10 Year Treasury Bond ETF position peaked at $1.91B in Q2 2024.
  • 1,115 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.