Patriot Financial Group Insurance Agency’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Patriot Financial Group Insurance Agency’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	$470K	Buy	4,972 +2,496	+101%	+$236K	0.05%	313
2026 Q1	$236K	Buy	+2,476	New	+$238K	0.01%	624
2024 Q1	–	Sell	-2,370	Closed	-$228K	–	499
2023 Q4	$228K	Sell	2,370 -6,986	-75%	-$646K	0.04%	395
2023 Q3	$857K	Sell	9,356 -4,788	-34%	-$452K	0.18%	151
2023 Q2	$1.37M	Buy	14,144 +7,116	+101%	+$700K	0.26%	93
2023 Q1	$697K	Buy	7,028 +459	+7%	+$44.9K	0.14%	170
2022 Q4	$629K	Sell	6,569 -3,573	-35%	-$343K	0.08%	169
2022 Q3	$974K	Buy	10,142 +3,803	+60%	+$386K	0.24%	100
2022 Q2	$648K	Buy	6,339 +468	+8%	+$48K	0.13%	163
2022 Q1	$631K	Buy	5,871 +1,731	+42%	+$192K	0.11%	199
2021 Q4	$476K	Sell	4,140 -678	-14%	-$77.9K	0.08%	253
2021 Q3	$555K	Sell	4,818 -2,570	-35%	-$301K	0.1%	211
2021 Q2	$853K	Buy	7,388 +6,575	+809%	+$752K	0.16%	141
2021 Q1	$92K	Sell	813 -1,342	-62%	-$156K	0.02%	583
2020 Q4	$258K	Sell	2,155 -147	-6%	-$17.7K	0.06%	292
2020 Q3	$281K	Buy	2,302 +1,038	+82%	+$127K	0.09%	208
2020 Q2	$154K	Buy	+1,264	New	+$154K	0.06%	272
2019 Q1	–	Sell	-184	Closed	-$19K	–	1261
2018 Q4	$19K	Buy	+184	New	+$18.6K	0.01%	487
2018 Q2	–	Sell	-218	Closed	-$22K	–	734
2018 Q1	$22K	Sell	218 -1,387	-86%	-$143K	0.02%	455
2017 Q4	$169K	Buy	1,605 +813	+103%	+$86.2K	0.13%	143
2017 Q3	$84K	Buy	792 +388	+96%	+$41.6K	0.08%	193
2017 Q2	$43K	Buy	404 +387	+2,276%	+$41.3K	0.04%	258
2017 Q1	$2K	Sell	17 -216	-93%	-$22.7K	﹤0.01%	766
2016 Q4	$24K	Buy	+233	New	+$25K	0.03%	317

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

Patriot Financial Group Insurance Agency's IEF Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 101% in Q2 2026, buying an estimated $236K and bringing the position to 4,972 shares worth $470K. The position accounts for 0.05% of the portfolio, ranked #313.

Patriot Financial Group Insurance Agency first reported a position in IEF in Q4 2016 and has held it in 24 quarters since. The position peaked at $1.37M in Q2 2023. 1,136 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Patriot Financial Group Insurance Agency held 4,972 shares of iShares 7-10 Year Treasury Bond ETF worth $470K as of Q2 2026.
Patriot Financial Group Insurance Agency bought 2,496 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $236K.
iShares 7-10 Year Treasury Bond ETF made up 0.05% of Patriot Financial Group Insurance Agency's portfolio in Q2 2026, its #313 holding.
Patriot Financial Group Insurance Agency first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2016 and has held it in 24 quarters since.
Patriot Financial Group Insurance Agency's iShares 7-10 Year Treasury Bond ETF position peaked at $1.37M in Q2 2023.
1,136 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.