Patton Fund Management’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Patton Fund Management’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	$49.4M	Buy	522,470 +12,918	+3%	+$1.22M	10.69%	1
2026 Q1	$48.6M	Buy	509,552 +28,073	+6%	+$2.7M	8.26%	1
2025 Q4	$46.3M	Buy	481,479 +12,126	+3%	+$1.17M	6.21%	1
2025 Q3	$45.3M	Buy	469,353 +25,717	+6%	+$2.46M	8.14%	2
2025 Q2	$42.5M	Sell	443,636 -394	-0.1%	-$37.3K	9.31%	1
2025 Q1	$42.3M	Sell	444,030 -1,032	-0.2%	-$96.6K	10.25%	1
2024 Q4	$41.1M	Buy	445,062 +1,297	+0.3%	+$123K	8.06%	1
2024 Q3	$43.5M	Sell	443,765 -783	-0.2%	-$75.7K	8.99%	1
2024 Q2	$41.6M	Buy	444,548 +196	+0%	+$18.2K	8.78%	1
2024 Q1	$42.1M	Buy	444,352 +47,282	+12%	+$4.48M	7.63%	1
2023 Q4	$38.3M	Sell	397,070 -16,557	-4%	-$1.53M	8.5%	2
2023 Q3	$37.9M	Buy	413,627 +39,868	+11%	+$3.76M	10.27%	2
2023 Q2	$36.1M	Buy	373,759 +1,421	+0.4%	+$140K	10.55%	1
2023 Q1	$36.9M	Buy	372,338 +26,395	+8%	+$2.58M	10.53%	2
2022 Q4	$33.1M	Sell	345,943 -16,696	-5%	-$1.6M	9.69%	1
2022 Q3	$34.8M	Sell	362,639 -6,779	-2%	-$688K	14.12%	1
2022 Q2	$37.8M	Buy	369,418 +21,997	+6%	+$2.26M	14.15%	1
2022 Q1	$37.3M	Buy	347,421 +39,948	+13%	+$4.43M	10.2%	1
2021 Q4	$35.4M	Buy	307,473 +5,454	+2%	+$627K	10.72%	1
2021 Q3	$34.8M	Buy	302,019 +93,485	+45%	+$10.9M	13.21%	1
2021 Q2	$24.1M	Buy	208,534 +21,333	+11%	+$2.44M	12.74%	1
2021 Q1	$21.1M	Buy	187,201 +14,225	+8%	+$1.66M	11.26%	1
2020 Q4	$20.7M	Buy	172,976 +10,805	+7%	+$1.3M	10.47%	1
2020 Q3	$19.8M	Buy	162,171 +6,630	+4%	+$809K	10.7%	1
2020 Q2	$19M	Buy	155,541 +15,428	+11%	+$1.87M	11.02%	1
2020 Q1	$17M	Sell	140,113 -31,520	-18%	-$3.63M	10.49%	1
2019 Q4	$18.9M	Buy	171,633 +10,916	+7%	+$1.22M	6.6%	1
2019 Q3	$18.1M	Buy	160,717 +4,209	+3%	+$470K	7.22%	1
2019 Q2	$17.2M	Buy	+156,508	New	+$16.8M	6.83%	2

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

Patton Fund Management's IEF Position: Q2 2026 in Review

Patton Fund Management increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 2.5% in Q2 2026, buying an estimated $1.22M and bringing the position to 522,470 shares worth $49.4M. The position accounts for 10.69% of the portfolio, ranked #1.

Patton Fund Management first reported a position in IEF in Q2 2019 and has held it in 29 quarters since. 1,138 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Patton Fund Management held 522,470 shares of iShares 7-10 Year Treasury Bond ETF worth $49.4M as of Q2 2026.
Patton Fund Management bought 12,918 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $1.22M.
iShares 7-10 Year Treasury Bond ETF made up 10.69% of Patton Fund Management's portfolio in Q2 2026, its #1 holding.
Patton Fund Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2019 and has held it in 29 quarters since.
1,138 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Patton Fund Management's 13F filing for Q2 2026, filed 13 Jul 2026.