NorthRock Partners’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

NorthRock Partners’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	$62.6M	Buy	662,231 +138,149	+26%	+$13.1M	0.91%	24
2026 Q1	$50M	Buy	524,082 +115,889	+28%	+$11.1M	0.81%	27
2025 Q4	$39.3M	Buy	408,193 +395,788	+3,191%	+$38.3M	0.66%	32
2025 Q3	$1.2M	Buy	+12,405	New	+$1.19M	0.02%	307
2025 Q2	–	Sell	-1,316	Closed	-$126K	–	794
2025 Q1	$126K	Buy	1,316 +311	+31%	+$29.1K	﹤0.01%	610
2024 Q4	$92.9K	Sell	1,005 -1,682	-63%	-$159K	﹤0.01%	622
2024 Q3	$264K	Sell	2,687 -283	-10%	-$27.4K	0.01%	538
2024 Q2	$278K	Buy	2,970 +1,510	+103%	+$140K	0.01%	498
2024 Q1	$138K	Buy	1,460 +130	+10%	+$12.3K	0.01%	610
2023 Q4	$128K	Buy	+1,330	New	+$123K	0.01%	574

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

NorthRock Partners's IEF Position: Q2 2026 in Review

NorthRock Partners increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 26% in Q2 2026, buying an estimated $13.1M and bringing the position to 662,231 shares worth $62.6M. The position accounts for 0.91% of the portfolio, ranked #24.

NorthRock Partners first reported a position in IEF in Q4 2023 and has held it in 10 quarters since. 1,141 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

NorthRock Partners held 662,231 shares of iShares 7-10 Year Treasury Bond ETF worth $62.6M as of Q2 2026.
NorthRock Partners bought 138,149 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $13.1M.
iShares 7-10 Year Treasury Bond ETF made up 0.91% of NorthRock Partners's portfolio in Q2 2026, its #24 holding.
NorthRock Partners first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2023 and has held it in 10 quarters since.
1,141 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on NorthRock Partners's 13F filing for Q2 2026, filed 11 Aug 2026.