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National Philanthropic Trust’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

National Philanthropic Trust’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 		$1.55M Buy
+16,432
New +$1.56M 0.02% 198
2026
Q1 		– Sell
-6,992
Closed -$672K – 383
2025
Q4 		$672K Buy
+6,992
New +$677K 0.01% 247
2024
Q4 		– Sell
-31,694
Closed -$3.11M – 279
2024
Q3 		$3.11M Sell
31,694
-1,125
-3% -$109K 0.06% 98
2024
Q2 		$3.07M Sell
32,819
-75,594
-70% -$7.02M 0.06% 96
2024
Q1 		$10.3M Buy
+108,413
New +$10.3M 0.22% 51

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
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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

National Philanthropic Trust's IEF Position: Q2 2026 in Review

National Philanthropic Trust opened a new position in iShares 7-10 Year Treasury Bond ETF (IEF) in Q2 2026: 16,432 shares worth $1.55M. The stake represents 0.02% of the portfolio and ranks #198 among its holdings. This is a return to the name: National Philanthropic Trust previously reported a position in IEF as recently as Q4 2025.

National Philanthropic Trust first reported a position in IEF in Q1 2024 and has held it in 5 quarters since. The position peaked at $10.3M in Q1 2024. 1,092 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

  • National Philanthropic Trust held 16,432 shares of iShares 7-10 Year Treasury Bond ETF worth $1.55M as of Q2 2026.
  • iShares 7-10 Year Treasury Bond ETF was a new National Philanthropic Trust position in Q2 2026.
  • iShares 7-10 Year Treasury Bond ETF made up 0.02% of National Philanthropic Trust's portfolio in Q2 2026, its #198 holding.
  • National Philanthropic Trust first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2024 and has held it in 5 quarters since.
  • National Philanthropic Trust's iShares 7-10 Year Treasury Bond ETF position peaked at $10.3M in Q1 2024.
  • 1,092 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on National Philanthropic Trust's 13F filing for Q2 2026, filed 14 Aug 2026.