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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
Q2 		$4.6M Buy
48,642
+7,816
+19% +$740K 0.02% 632
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 $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's IEF Position: Q2 2026 in Review

&Partners increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 19% in Q2 2026, buying an estimated $740K and bringing the position to 48,642 shares worth $4.6M. The position accounts for 0.02% of the portfolio, ranked #632.

&Partners first reported a position in IEF in Q3 2024 and has held it in 8 quarters since. 1,139 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

  • &Partners held 48,642 shares of iShares 7-10 Year Treasury Bond ETF worth $4.6M as of Q2 2026.
  • &Partners bought 7,816 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $740K.
  • iShares 7-10 Year Treasury Bond ETF made up 0.02% of &Partners's portfolio in Q2 2026, its #632 holding.
  • &Partners first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2024 and has held it in 8 quarters since.
  • 1,139 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.