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Newbridge Financial Services Group’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Newbridge Financial Services Group’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 		$61.8K Buy
653
+641
+5,342% +$60.7K 0.01% 434
2026
Q1 		$1.15K Hold
12
– – ﹤0.01% 1073
2025
Q4 		$1.15K Hold
12
– – ﹤0.01% 1063
2025
Q3 		$1.16K Sell
12
-98
-89% -$9.37K ﹤0.01% 1173
2025
Q2 		$10.5K Buy
110
+98
+817% +$9.27K ﹤0.01% 870
2025
Q1 		$1.14K Hold
12
– – ﹤0.01% 939
2024
Q4 		$1.11K Buy
+12
New +$1.13K ﹤0.01% 1012
2024
Q3 		– Sell
-35
Closed -$3.28K – 852
2024
Q2 		$3.28K Hold
35
– – ﹤0.01% 903
2024
Q1 		$3.31K Hold
35
– – ﹤0.01% 943
2023
Q4 		$3.37K Sell
35
-1,111
-97% -$103K ﹤0.01% 909
2023
Q3 		$105K Sell
1,146
-4,189
-79% -$395K 0.05% 284
2023
Q2 		$515K Buy
5,335
+4,951
+1,289% +$487K 0.25% 79
2023
Q1 		$38.1K Sell
384
-40
-9% -$3.91K 0.02% 530
2022
Q4 		$40.6K Buy
424
+14
+3% +$1.34K 0.02% 513
2022
Q3 		$39K Buy
410
+131
+47% +$13.3K 0.02% 511
2022
Q2 		$29K Buy
279
+89
+47% +$9.13K 0.02% 545
2022
Q1 		$20K Sell
190
-2
-1% -$222 0.01% 733
2021
Q4 		$22K Sell
192
-131
-41% -$15.1K 0.01% 696
2021
Q3 		$37K Buy
323
+62
+24% +$7.25K 0.02% 495
2021
Q2 		$30K Sell
261
-103
-28% -$11.8K 0.02% 636
2021
Q1 		$41K Buy
364
+273
+300% +$31.8K 0.03% 439
2020
Q4 		$11K Sell
91
-189
-68% -$22.7K 0.01% 694
2020
Q3 		$34K Buy
+280
New +$34.2K 0.03% 375

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Newbridge Financial Services Group's IEF Position: Q2 2026 in Review

Newbridge Financial Services Group increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 5,342% in Q2 2026, buying an estimated $60.7K and bringing the position to 653 shares worth $61.8K. The position accounts for 0.01% of the portfolio, ranked #434.

Newbridge Financial Services Group first reported a position in IEF in Q3 2020 and has held it in 23 quarters since. The position peaked at $515K in Q2 2023. 1,136 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

  • Newbridge Financial Services Group held 653 shares of iShares 7-10 Year Treasury Bond ETF worth $61.8K as of Q2 2026.
  • Newbridge Financial Services Group bought 641 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $60.7K.
  • iShares 7-10 Year Treasury Bond ETF made up 0.01% of Newbridge Financial Services Group's portfolio in Q2 2026, its #434 holding.
  • Newbridge Financial Services Group first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2020 and has held it in 23 quarters since.
  • Newbridge Financial Services Group's iShares 7-10 Year Treasury Bond ETF position peaked at $515K in Q2 2023.
  • 1,136 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Newbridge Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.