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Patten Group’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Patten 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
Q1 		$307K Sell
3,218
-450
-12% -$43.3K 0.05% 252
2025
Q4 		$353K Sell
3,668
-514
-12% -$49.7K 0.07% 244
2025
Q3 		$403K Buy
4,182
+925
+28% +$88.4K 0.08% 212
2025
Q2 		$312K Sell
3,257
-50
-2% -$4.73K 0.07% 232
2025
Q1 		$315K Sell
3,307
-204
-6% -$19.1K 0.07% 223
2024
Q4 		$325K Sell
3,511
-867
-20% -$81.9K 0.07% 219
2024
Q3 		$430K Sell
4,378
-401
-8% -$38.8K 0.1% 194
2024
Q2 		$448K Buy
4,779
+1,683
+54% +$156K 0.11% 176
2024
Q1 		$293K Buy
3,096
+719
+30% +$68.1K 0.07% 221
2023
Q4 		$229K Buy
+2,377
New +$220K 0.06% 225
2023
Q1 		– Sell
-2,255
Closed -$216K – 238
2022
Q4 		$216K Sell
2,255
-305
-12% -$29.3K 0.07% 224
2022
Q3 		$244K Hold
2,560
– – 0.08% 214
2022
Q2 		$261K Buy
2,560
+9
+0.4% +$924 0.08% 212
2022
Q1 		$274K Sell
2,551
-85
-3% -$9.43K 0.08% 217
2021
Q4 		$303K Sell
2,636
-364
-12% -$41.8K 0.08% 214
2021
Q3 		$346K Sell
3,000
-295
-9% -$34.5K 0.1% 193
2021
Q2 		$381K Sell
3,295
-555
-14% -$63.5K 0.11% 184
2021
Q1 		$435K Sell
3,850
-575
-13% -$67K 0.14% 164
2020
Q4 		$531K Sell
4,425
-115
-3% -$13.8K 0.14% 142
2020
Q3 		$553K Buy
4,540
+695
+18% +$84.8K 0.22% 118
2020
Q2 		$469K Buy
3,845
+570
+17% +$69.3K 0.2% 118
2020
Q1 		$398K Buy
3,275
+335
+11% +$38.6K 0.21% 112
2019
Q4 		$324K Buy
2,940
+271
+10% +$30.2K 0.12% 167
2019
Q3 		$300K Buy
2,669
+35
+1% +$3.9K 0.12% 166
2019
Q2 		$290K Sell
2,634
-200
-7% -$21.4K 0.12% 167
2019
Q1 		$302K Sell
2,834
-122
-4% -$12.8K 0.13% 151
2018
Q4 		$308K Sell
2,956
-200
-6% -$20.3K 0.15% 133
2018
Q3 		$319K Sell
3,156
-912
-22% -$93K 0.12% 156
2018
Q2 		$417K Sell
4,068
-1,798
-31% -$183K 0.17% 125
2018
Q1 		$605K Sell
5,866
-2,745
-32% -$283K 0.25% 105
2017
Q4 		$909K Sell
8,611
-1,287
-13% -$136K 0.36% 77
2017
Q3 		$1.05M Buy
9,898
+176
+2% +$18.9K 0.43% 69
2017
Q2 		$1.04M Buy
9,722
+97
+1% +$10.4K 0.42% 69
2017
Q1 		$1.02M Buy
9,625
+382
+4% +$40.1K 0.44% 67
2016
Q4 		$968K Buy
9,243
+2,138
+30% +$230K 0.43% 67
2016
Q3 		$785K Buy
7,105
+446
+7% +$50K 0.37% 71
2016
Q2 		$752K Sell
6,659
-119
-2% -$13.2K 0.35% 74
2016
Q1 		$748K Sell
6,778
-334
-5% -$36.4K 0.35% 75
2015
Q4 		$751K Sell
7,112
-259
-4% -$27.6K 0.36% 72
2015
Q3 		$795K Buy
7,371
+1,286
+21% +$137K 0.41% 66
2015
Q2 		$639K Sell
6,085
-30
-0.5% -$3.19K 0.3% 83
2015
Q1 		$662K Buy
6,115
+20
+0.3% +$2.16K 0.34% 81
2014
Q4 		$646K Buy
+6,095
New +$643K 0.31% 87

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

Patten Group's IEF Position: Q1 2026 in Review

Patten Group reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 12% in Q1 2026, selling an estimated $43.3K and leaving 3,218 shares worth $307K. The position accounts for 0.05% of the portfolio, ranked #252.

Patten Group first reported a position in IEF in Q4 2014 and has held it in 43 quarters since. The position peaked at $1.05M in Q3 2017. 1,115 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

  • Patten Group held 3,218 shares of iShares 7-10 Year Treasury Bond ETF worth $307K as of Q1 2026.
  • Patten Group sold 450 iShares 7-10 Year Treasury Bond ETF shares in Q1 2026, an estimated $43.3K.
  • iShares 7-10 Year Treasury Bond ETF made up 0.05% of Patten Group's portfolio in Q1 2026, its #252 holding.
  • Patten Group first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2014 and has held it in 43 quarters since.
  • Patten Group's iShares 7-10 Year Treasury Bond ETF position peaked at $1.05M in Q3 2017.
  • 1,115 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2026.

Based on Patten Group's 13F filing for Q1 2026, filed 24 Apr 2026.