Patton Fund Management
IEF icon

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
Q3 		$47.1M Buy
527,427
+4,957
+0.9% +$459K 12.1% 1
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

Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
Wealthcare Capital Management
Wealthcare Capital Management Richmond, Virginia $911M AUM 7.69% 1-Year Est. Return
Eastern Bank
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AAG
Avalon Advisory Group Wexford, Pennsylvania $266M AUM 7.19% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
CenturyLink Investment Management
CenturyLink Investment Management Denver, Colorado $126M AUM 0.66% 1-Year Est. Return
Evergreen Capital Management
Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return
Raub Brock Capital Management
Raub Brock Capital Management Larkspur, California $326M AUM 6.45% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Patton Fund Management's IEF Position: Q3 2026 in Review

Patton Fund Management increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 0.95% in Q3 2026, buying an estimated $459K and bringing the position to 527,427 shares worth $47.1M. The position accounts for 12.1% of the portfolio, ranked #1.

Patton Fund Management first reported a position in IEF in Q2 2019 and has held it in 30 quarters since. The position peaked at $49.4M in Q2 2026. 331 funds tracked by Wall St. Rank hold IEF as of Q3 2026.

  • Patton Fund Management held 527,427 shares of iShares 7-10 Year Treasury Bond ETF worth $47.1M as of Q3 2026.
  • Patton Fund Management bought 4,957 iShares 7-10 Year Treasury Bond ETF shares in Q3 2026, an estimated $459K.
  • iShares 7-10 Year Treasury Bond ETF made up 12.1% of Patton Fund Management's portfolio in Q3 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 30 quarters since.
  • Patton Fund Management's iShares 7-10 Year Treasury Bond ETF position peaked at $49.4M in Q2 2026.
  • 331 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2026.

Based on Patton Fund Management's 13F filing for Q3 2026, filed 13 Oct 2026.