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 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 Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

Patten & Patten's IEF Position: Q1 2026 in Review

Patten & Patten increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 3.9% in Q1 2026, buying an estimated $23K and bringing the position to 6,397 shares worth $611K. The position accounts for 0.04% of the portfolio, ranked #227.

Patten & Patten first reported a position in IEF in Q1 2024 and has held it in 9 quarters since. The position peaked at $707K in Q1 2024. 1,114 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

Patten & Patten held 6,397 shares of iShares 7-10 Year Treasury Bond ETF worth $611K as of Q1 2026.
Patten & Patten bought 239 iShares 7-10 Year Treasury Bond ETF shares in Q1 2026, an estimated $23K.
iShares 7-10 Year Treasury Bond ETF made up 0.04% of Patten & Patten's portfolio in Q1 2026, its #227 holding.
Patten & Patten first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2024 and has held it in 9 quarters since.
Patten & Patten's iShares 7-10 Year Treasury Bond ETF position peaked at $707K in Q1 2024.
1,114 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2026.

Based on Patten & Patten's 13F filing for Q1 2026, filed 1 May 2026.