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

&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
Q1 		$3.9M Buy
40,826
+3,574
+10% +$344K 0.02% 613
2025
Q4 		$3.57M Buy
37,252
+3,074
+9% +$297K 0.02% 618
2025
Q3 		$3.3M Buy
34,178
+4,108
+14% +$393K 0.02% 554
2025
Q2 		$2.88M Buy
30,070
+9,615
+47% +$909K 0.02% 528
2025
Q1 		$1.92M Buy
20,455
+4,520
+28% +$423K 0.02% 556
2024
Q4 		$1.47M Buy
15,935
+6,041
+61% +$571K 0.02% 608
2024
Q3 		$971K Buy
+9,894
New +$956K 0.02% 577

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

&Partners's IEF Position: Q1 2026 in Review

&Partners increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 9.6% in Q1 2026, buying an estimated $344K and bringing the position to 40,826 shares worth $3.9M. The position accounts for 0.02% of the portfolio, ranked #613.

&Partners first reported a position in IEF in Q3 2024 and has held it in 7 quarters since. 1,115 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

  • &Partners held 40,826 shares of iShares 7-10 Year Treasury Bond ETF worth $3.9M as of Q1 2026.
  • &Partners bought 3,574 iShares 7-10 Year Treasury Bond ETF shares in Q1 2026, an estimated $344K.
  • iShares 7-10 Year Treasury Bond ETF made up 0.02% of &Partners's portfolio in Q1 2026, its #613 holding.
  • &Partners first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2024 and has held it in 7 quarters since.
  • 1,115 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.