Norden Group’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Norden 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	$668K	Sell	7,064 -444	-6%	-$42K	0.05%	290
2026 Q1	$717K	Sell	7,508 -759	-9%	-$73K	0.07%	250
2025 Q4	$795K	Sell	8,267 -55	-0.7%	-$5.32K	0.08%	234
2025 Q3	$803K	Sell	8,322 -292	-3%	-$27.9K	0.08%	231
2025 Q2	$825K	Buy	8,614 +2,409	+39%	+$228K	0.09%	224
2025 Q1	$592K	Sell	6,205 -1,691	-21%	-$158K	0.07%	273
2024 Q4	$730K	Sell	7,896 -1,267	-14%	-$120K	0.08%	253
2024 Q3	$899K	Buy	9,163 +4,382	+92%	+$424K	0.11%	211
2024 Q2	$448K	Sell	4,781 -615	-11%	-$57.1K	0.09%	235
2024 Q1	$511K	Buy	+5,396	New	+$511K	0.1%	227

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

Norden Group's IEF Position: Q2 2026 in Review

Norden Group reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 5.9% in Q2 2026, selling an estimated $42K and leaving 7,064 shares worth $668K. The position accounts for 0.05% of the portfolio, ranked #290.

Norden Group first reported a position in IEF in Q1 2024 and has held it in 10 quarters since. The position peaked at $899K in Q3 2024. 1,136 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Norden Group held 7,064 shares of iShares 7-10 Year Treasury Bond ETF worth $668K as of Q2 2026.
Norden Group sold 444 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $42K.
iShares 7-10 Year Treasury Bond ETF made up 0.05% of Norden Group's portfolio in Q2 2026, its #290 holding.
Norden Group first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2024 and has held it in 10 quarters since.
Norden Group's iShares 7-10 Year Treasury Bond ETF position peaked at $899K in Q3 2024.
1,136 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Norden Group's 13F filing for Q2 2026, filed 29 Jul 2026.