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

Patten & Patten’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 		$605K Hold
6,397
– – 0.03% 230
2026
Q1 		$611K Buy
6,397
+239
+4% +$23K 0.04% 227
2025
Q4 		$592K Sell
6,158
-425
-6% -$41.1K 0.03% 225
2025
Q3 		$635K Hold
6,583
– – 0.04% 230
2025
Q2 		$630K Hold
6,583
– – 0.04% 209
2025
Q1 		$628K Sell
6,583
-120
-2% -$11.2K 0.04% 206
2024
Q4 		$620K Sell
6,703
-17
-0.3% -$1.61K 0.04% 203
2024
Q3 		$659K Hold
6,720
– – 0.04% 199
2024
Q2 		$629K Sell
6,720
-750
-10% -$69.7K 0.04% 195
2024
Q1 		$707K Buy
+7,470
New +$708K 0.05% 190

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

Patten & Patten's IEF Position: Q2 2026 in Review

Patten & Patten held its iShares 7-10 Year Treasury Bond ETF (IEF) position steady in Q2 2026 at 6,397 shares worth $605K. The position accounts for 0.03% of the portfolio, ranked #230.

Patten & Patten first reported a position in IEF in Q1 2024 and has held it in 10 quarters since. The position peaked at $707K in Q1 2024. 1,138 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

  • Patten & Patten held 6,397 shares of iShares 7-10 Year Treasury Bond ETF worth $605K as of Q2 2026.
  • Patten & Patten left its iShares 7-10 Year Treasury Bond ETF share count unchanged in Q2 2026.
  • iShares 7-10 Year Treasury Bond ETF made up 0.03% of Patten & Patten's portfolio in Q2 2026, its #230 holding.
  • Patten & Patten first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2024 and has held it in 10 quarters since.
  • Patten & Patten's iShares 7-10 Year Treasury Bond ETF position peaked at $707K in Q1 2024.
  • 1,138 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Patten & Patten's 13F filing for Q2 2026, filed 5 Aug 2026.