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Partners Capital Investment Group’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Partners Capital Investment 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 		$48.5M Sell
513,242
-31,319
-6% -$2.96M 1.71% 15
2026
Q1 		$52M Buy
544,561
+44,369
+9% +$4.27M 1.96% 15
2025
Q4 		$48.1M Buy
500,192
+75,638
+18% +$7.32M 1.79% 14
2025
Q3 		$41M Buy
424,554
+28,381
+7% +$2.71M 1.63% 15
2025
Q2 		$37.9M Sell
396,173
-552,123
-58% -$52.2M 1.52% 15
2025
Q1 		$90.4M Buy
948,296
+381,529
+67% +$35.7M 1.53% 16
2024
Q4 		$52.4M Sell
566,767
-486,356
-46% -$46M 1.44% 19
2024
Q3 		$103M Buy
1,053,123
+13,331
+1% +$1.29M 1.65% 17
2024
Q2 		$97.7M Buy
1,039,792
+299,707
+40% +$27.8M 1.65% 17
2024
Q1 		$70.1M Sell
740,085
-52,624
-7% -$4.99M 1.89% 12
2023
Q4 		$76.4M Sell
792,709
-319,752
-29% -$29.6M 1.68% 13
2023
Q3 		$102M Buy
1,112,461
+99,916
+10% +$9.42M 2.45% 11
2023
Q2 		$97.8M Buy
1,012,545
+369,264
+57% +$36.3M 2.09% 11
2023
Q1 		$63.8M Buy
643,281
+129,815
+25% +$12.7M 2.74% 8
2022
Q4 		$49.2M Sell
513,466
-94,851
-16% -$9.11M 2.36% 8
2022
Q3 		$58.4M Buy
608,317
+439,153
+260% +$44.6M 3.46% 6
2022
Q2 		$17.3M Buy
169,164
+617
+0.4% +$63.3K 1.17% 27
2022
Q1 		$18.1M Sell
168,547
-9,126
-5% -$1.01M 0.89% 42
2021
Q4 		$20.4M Sell
177,673
-8,112
-4% -$932K 0.95% 41
2021
Q3 		$21.4M Sell
185,785
-125,892
-40% -$14.7M 0.98% 44
2021
Q2 		$36M Sell
311,677
-6,042
-2% -$691K 1.6% 19
2021
Q1 		$35.9M Buy
317,719
+116,713
+58% +$13.6M 1.57% 17
2020
Q4 		$24.1M Sell
201,006
-98,051
-33% -$11.8M 1.38% 24
2020
Q3 		$36.4M Buy
299,057
+121,322
+68% +$14.8M 2.25% 13
2020
Q2 		$21.7M Buy
177,735
+108,102
+155% +$13.1M 1.07% 23
2020
Q1 		$8.46M Buy
69,633
+12,487
+22% +$1.44M 0.58% 43
2019
Q4 		$6.3M Buy
57,146
+57,030
+49,164% +$6.36M 0.48% 49
2019
Q3 		$13K Hold
116
– – ﹤0.01% 87
2019
Q2 		$13K Buy
116
+1
+0.9% +$107 ﹤0.01% 85
2019
Q1 		$12K Buy
115
+1
+0.9% +$105 ﹤0.01% 82
2018
Q4 		$12K Buy
114
+1
+0.9% +$101 ﹤0.01% 80
2018
Q3 		$11K Hold
113
– – ﹤0.01% 86
2018
Q2 		$12K Buy
113
+1
+0.9% +$102 ﹤0.01% 82
2018
Q1 		$12K Hold
112
– – ﹤0.01% 81
2017
Q4 		$12K Buy
112
+1
+0.9% +$106 ﹤0.01% 78
2017
Q3 		$12K Hold
111
– – ﹤0.01% 76
2017
Q2 		$12K Sell
111
-92
-45% -$9.83K ﹤0.01% 53
2017
Q1 		$21K Buy
203
+1
+0.5% +$105 ﹤0.01% 65
2016
Q4 		$21K Buy
202
+1
+0.5% +$107 ﹤0.01% 73
2016
Q3 		$22K Buy
201
+1
+0.5% +$112 0.01% 73
2016
Q2 		$23K Buy
200
+1
+0.5% +$111 0.01% 67
2016
Q1 		$22K Sell
199
-140
-41% -$15.3K 0.01% 65
2015
Q4 		$36K Buy
+339
New +$36.1K 0.01% 57

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

Partners Capital Investment Group's IEF Position: Q2 2026 in Review

Partners Capital Investment Group reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 5.8% in Q2 2026, selling an estimated $2.96M and leaving 513,242 shares worth $48.5M. The position accounts for 1.71% of the portfolio, ranked #15.

Partners Capital Investment Group first reported a position in IEF in Q4 2015 and has held it in 43 quarters since. The position peaked at $103M in Q3 2024. 1,136 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

  • Partners Capital Investment Group held 513,242 shares of iShares 7-10 Year Treasury Bond ETF worth $48.5M as of Q2 2026.
  • Partners Capital Investment Group sold 31,319 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $2.96M.
  • iShares 7-10 Year Treasury Bond ETF made up 1.71% of Partners Capital Investment Group's portfolio in Q2 2026, its #15 holding.
  • Partners Capital Investment Group first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2015 and has held it in 43 quarters since.
  • Partners Capital Investment Group's iShares 7-10 Year Treasury Bond ETF position peaked at $103M 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 Partners Capital Investment Group's 13F filing for Q2 2026, filed 13 Aug 2026.