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NewEdge Advisors’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

NewEdge Advisors’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 		$35.2M Sell
369,077
-8,955
-2% -$861K 0.13% 164
2025
Q4 		$36.4M Buy
378,032
+118,678
+46% +$11.5M 0.13% 151
2025
Q3 		$25M Buy
259,354
+35,583
+16% +$3.4M 0.11% 174
2025
Q2 		$21.4M Buy
223,771
+42,302
+23% +$4M 0.11% 188
2025
Q1 		$17.3M Buy
181,469
+4,674
+3% +$437K 0.1% 203
2024
Q4 		$16.3M Sell
176,795
-108,008
-38% -$10.2M 0.1% 201
2024
Q3 		$27.9M Buy
284,803
+127,414
+81% +$12.3M 0.18% 122
2024
Q2 		$14.7M Buy
157,389
+52,537
+50% +$4.88M 0.11% 190
2024
Q1 		$9.93M Buy
104,852
+7,584
+8% +$719K 0.09% 227
2023
Q4 		$9.31M Buy
97,268
+26,453
+37% +$2.45M 0.09% 220
2023
Q3 		$6.49M Buy
70,815
+11,524
+19% +$1.09M 0.07% 267
2023
Q2 		$5.73M Sell
59,291
-24,470
-29% -$2.41M 0.06% 290
2023
Q1 		$8.34M Buy
83,761
+58,081
+226% +$5.68M 0.1% 204
2022
Q4 		$2.09M Sell
25,680
-7,441
-22% -$715K 0.06% 326
2022
Q3 		$3.18M Sell
33,121
-15,025
-31% -$1.52M 0.05% 321
2022
Q2 		$4.92M Sell
48,146
-83,841
-64% -$8.6M 0.08% 239
2022
Q1 		$14.2M Sell
131,987
-6,221
-5% -$690K 0.23% 105
2021
Q4 		$15.9M Buy
138,208
+126,332
+1,064% +$14.5M 0.24% 95
2021
Q3 		$1.37M Sell
11,876
-1,088
-8% -$127K 0.03% 427
2021
Q2 		$1.5M Sell
12,964
-2,746
-17% -$314K 0.04% 383
2021
Q1 		$1.77M Sell
15,710
-14,390
-48% -$1.68M 0.05% 309
2020
Q4 		$3.61M Sell
30,100
-20,114
-40% -$2.42M 0.12% 174
2020
Q3 		$6.12M Sell
50,214
-8,265
-14% -$1.01M 0.21% 103
2020
Q2 		$7.13M Sell
58,479
-78,188
-57% -$9.5M 0.28% 86
2020
Q1 		$16.6M Buy
136,667
+48,567
+55% +$5.59M 0.8% 27
2019
Q4 		$9.71M Sell
88,100
-10,033
-10% -$1.12M 0.39% 68
2019
Q3 		$11M Buy
98,133
+96,065
+4,645% +$10.7M 0.49% 52
2019
Q2 		$227K Buy
+2,068
New +$222K 0.01% 590
2019
Q1 		– Sell
-4,811
Closed -$501 – 689
2018
Q4 		$501 Buy
+4,811
New +$487K 0.03% 370
2018
Q3 		– Sell
-10,211
Closed -$1.04K – 667
2018
Q2 		$1.04K Buy
10,211
+1,283
+14% +$131K 0.1% 206
2018
Q1 		$921K Sell
8,928
-27,844
-76% -$2.87M 0.11% 192
2017
Q4 		$3.87M Buy
36,772
+14,975
+69% +$1.59M 0.52% 54
2017
Q3 		$2.32M Buy
21,797
+9,241
+74% +$990K 0.36% 70
2017
Q2 		$1.33M Buy
12,556
+10,345
+468% +$1.1M 0.23% 99
2017
Q1 		$235K Sell
2,211
-268
-11% -$28.1K 0.05% 232
2016
Q4 		$262K Sell
2,479
-89,419
-97% -$9.61M 0.07% 209
2016
Q3 		$10.3M Sell
91,898
-15,079
-14% -$1.69M 3.24% 2
2016
Q2 		$12.1M Buy
106,977
+97,975
+1,088% +$10.8M 5% 3
2016
Q1 		$992K Buy
9,002
+3,487
+63% +$380K 0.83% 36
2015
Q4 		$580K Buy
5,515
+2,098
+61% +$224K 0.48% 46
2015
Q3 		$369K Buy
+3,417
New +$363K 0.4% 45

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

NewEdge Advisors's IEF Position: Q1 2026 in Review

NewEdge Advisors reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 2.4% in Q1 2026, selling an estimated $861K and leaving 369,077 shares worth $35.2M. The position accounts for 0.13% of the portfolio, ranked #164.

NewEdge Advisors first reported a position in IEF in Q3 2015 and has held it in 41 quarters since. The position peaked at $36.4M in Q4 2025. 1,115 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

  • NewEdge Advisors held 369,077 shares of iShares 7-10 Year Treasury Bond ETF worth $35.2M as of Q1 2026.
  • NewEdge Advisors sold 8,955 iShares 7-10 Year Treasury Bond ETF shares in Q1 2026, an estimated $861K.
  • iShares 7-10 Year Treasury Bond ETF made up 0.13% of NewEdge Advisors's portfolio in Q1 2026, its #164 holding.
  • NewEdge Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2015 and has held it in 41 quarters since.
  • NewEdge Advisors's iShares 7-10 Year Treasury Bond ETF position peaked at $36.4M in Q4 2025.
  • 1,115 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.