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Oppenheimer & Co’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Oppenheimer & Co’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 		$6.89M Sell
72,203
-6,568
-8% -$632K 0.08% 262
2025
Q4 		$7.57M Buy
78,771
+24,088
+44% +$2.33M 0.11% 214
2025
Q3 		$5.27M Buy
54,683
+21,078
+63% +$2.02M 0.06% 328
2025
Q2 		$3.22M Sell
33,605
-4,172
-11% -$394K 0.04% 448
2025
Q1 		$3.6M Sell
37,777
-1,109
-3% -$104K 0.05% 377
2024
Q4 		$3.6M Buy
38,886
+4,278
+12% +$404K 0.05% 368
2024
Q3 		$3.4M Buy
34,608
+14,420
+71% +$1.39M 0.05% 378
2024
Q2 		$1.89M Buy
20,188
+11,613
+135% +$1.08M 0.03% 550
2024
Q1 		$812K Buy
8,575
+985
+13% +$93.3K 0.01% 815
2023
Q4 		$732K Sell
7,590
-3,218
-30% -$298K 0.01% 838
2023
Q3 		$990K Sell
10,808
-3,110
-22% -$293K 0.02% 679
2023
Q2 		$1.34M Buy
13,918
+4,097
+42% +$403K 0.03% 602
2023
Q1 		$973K Buy
9,821
+1,468
+18% +$144K 0.02% 705
2022
Q4 		$800K Sell
8,353
-13,650
-62% -$1.31M 0.02% 762
2022
Q3 		$2.11M Sell
22,003
-67
-0.3% -$6.8K 0.05% 412
2022
Q2 		$2.26M Sell
22,070
-2,613
-11% -$268K 0.05% 427
2022
Q1 		$2.65M Sell
24,683
-936
-4% -$104K 0.05% 430
2021
Q4 		$2.95M Buy
25,619
+5,798
+29% +$666K 0.05% 397
2021
Q3 		$2.28M Sell
19,821
-1,131
-5% -$132K 0.04% 471
2021
Q2 		$2.42M Buy
20,952
+1,648
+9% +$189K 0.04% 451
2021
Q1 		$2.18M Sell
19,304
-15,851
-45% -$1.85M 0.04% 445
2020
Q4 		$4.22M Sell
35,155
-3,532
-9% -$425K 0.09% 261
2020
Q3 		$4.71M Buy
38,687
+21,240
+122% +$2.59M 0.12% 194
2020
Q2 		$2.13M Buy
17,447
+2,689
+18% +$327K 0.06% 368
2020
Q1 		$1.79M Buy
14,758
+9,537
+183% +$1.1M 0.05% 365
2019
Q4 		$575K Sell
5,221
-7,607
-59% -$848K 0.01% 782
2019
Q3 		$1.44M Sell
12,828
-352
-3% -$39.3K 0.04% 490
2019
Q2 		$1.45M Buy
13,180
+16
+0.1% +$1.72K 0.04% 484
2019
Q1 		$1.4M Buy
13,164
+1,361
+12% +$142K 0.04% 486
2018
Q4 		$1.23M Sell
11,803
-331
-3% -$33.5K 0.04% 471
2018
Q3 		$1.23M Buy
12,134
+1,321
+12% +$135K 0.03% 531
2018
Q2 		$1.11M Buy
10,813
+7,444
+221% +$758K 0.03% 551
2018
Q1 		$348K Sell
3,369
-2,071
-38% -$213K 0.01% 992
2017
Q4 		$574K Buy
5,440
+1,442
+36% +$153K 0.01% 813
2017
Q3 		$426K Sell
3,998
-192
-5% -$20.6K 0.01% 901
2017
Q2 		$447K Sell
4,190
-20
-0.5% -$2.14K 0.01% 871
2017
Q1 		$445K Sell
4,210
-320
-7% -$33.6K 0.01% 848
2016
Q4 		$475K Sell
4,530
-20
-0.4% -$2.15K 0.01% 828
2016
Q3 		$509K Sell
4,550
-1,174
-21% -$132K 0.01% 805
2016
Q2 		$647K Sell
5,724
-17,568
-75% -$1.94M 0.02% 690
2016
Q1 		$2.57M Buy
23,292
+21,337
+1,091% +$2.33M 0.08% 295
2015
Q4 		$206K Sell
1,955
-11,522
-85% -$1.23M 0.01% 1123
2015
Q3 		$1.45M Buy
+13,477
New +$1.43M 0.04% 457

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

Oppenheimer & Co's IEF Position: Q1 2026 in Review

Oppenheimer & Co reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 8.3% in Q1 2026, selling an estimated $632K and leaving 72,203 shares worth $6.89M. The position accounts for 0.08% of the portfolio, ranked #262.

Oppenheimer & Co first reported a position in IEF in Q3 2015 and has held it in 43 quarters since. The position peaked at $7.57M in Q4 2025. 1,115 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

  • Oppenheimer & Co held 72,203 shares of iShares 7-10 Year Treasury Bond ETF worth $6.89M as of Q1 2026.
  • Oppenheimer & Co sold 6,568 iShares 7-10 Year Treasury Bond ETF shares in Q1 2026, an estimated $632K.
  • iShares 7-10 Year Treasury Bond ETF made up 0.08% of Oppenheimer & Co's portfolio in Q1 2026, its #262 holding.
  • Oppenheimer & Co first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2015 and has held it in 43 quarters since.
  • Oppenheimer & Co's iShares 7-10 Year Treasury Bond ETF position peaked at $7.57M 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 Oppenheimer & Co's 13F filing for Q1 2026, filed 24 Apr 2026.