NBC Securities’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

NBC Securities’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	$2.39M	Sell	25,250 -2,288	-8%	-$217K	0.16%	147
2026 Q1	$2.63M	Sell	27,538 -1,973	-7%	-$190K	0.2%	118
2025 Q4	$2.84M	Sell	29,511 -536	-2%	-$51.9K	0.21%	104
2025 Q3	$2.9M	Buy	30,047 +3,138	+12%	+$300K	0.22%	107
2025 Q2	$2.58M	Buy	26,909 +25,881	+2,518%	+$2.45M	0.21%	118
2025 Q1	$98K	Buy	+1,028	New	+$96.2K	0.01%	983
2024 Q4	–	Sell	-989	Closed	-$97K	–	1638
2024 Q3	$97K	Buy	989 +56	+6%	+$5.41K	0.01%	993
2024 Q2	$87K	Buy	933 +261	+39%	+$24.2K	0.01%	984
2024 Q1	$63K	Hold	672	–	–	0.01%	1070
2023 Q4	$64K	Sell	672 -9	-1%	-$832	0.01%	1055
2023 Q3	$62K	Buy	+681	New	+$64.2K	0.01%	1063

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 22.96% 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

NBC Securities's IEF Position: Q2 2026 in Review

NBC Securities reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 8.3% in Q2 2026, selling an estimated $217K and leaving 25,250 shares worth $2.39M. The position accounts for 0.16% of the portfolio, ranked #147.

NBC Securities first reported a position in IEF in Q3 2023 and has held it in 11 quarters since. The position peaked at $2.9M in Q3 2025. 1,136 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

NBC Securities held 25,250 shares of iShares 7-10 Year Treasury Bond ETF worth $2.39M as of Q2 2026.
NBC Securities sold 2,288 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $217K.
iShares 7-10 Year Treasury Bond ETF made up 0.16% of NBC Securities's portfolio in Q2 2026, its #147 holding.
NBC Securities first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2023 and has held it in 11 quarters since.
NBC Securities's iShares 7-10 Year Treasury Bond ETF position peaked at $2.9M in Q3 2025.
1,136 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on NBC Securities's 13F filing for Q2 2026, filed 21 Jul 2026.