Peapack-Gladstone Financial Corp’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Peapack-Gladstone Financial Corp’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	$877K	Buy	9,271 +3,957	+74%	+$374K	0.01%	425
2026 Q1	$507K	Sell	5,314 -50	-0.9%	-$4.81K	0.01%	495
2025 Q4	$515K	Buy	+5,364	New	+$519K	0.01%	489
2023 Q2	–	Sell	-5,199	Closed	-$514K	–	719
2023 Q1	$514K	Buy	5,199 +496	+11%	+$48.5K	0.01%	481
2022 Q4	$450K	Buy	4,703 +2,386	+103%	+$229K	0.01%	478
2022 Q3	$222K	Buy	+2,317	New	+$235K	﹤0.01%	604
2022 Q1	–	Sell	-4,474	Closed	-$515K	–	706
2021 Q4	$515K	Buy	4,474 +121	+3%	+$13.9K	0.01%	463
2021 Q3	$502K	Buy	+4,353	New	+$509K	0.01%	466
2017 Q4	–	Sell	-4,013	Closed	-$427K	–	336
2017 Q3	$427K	Sell	4,013 -134	-3%	-$14.4K	0.02%	247
2017 Q2	$442K	Hold	4,147	–	–	0.03%	232
2017 Q1	$438K	Buy	4,147 +1,564	+61%	+$164K	0.03%	232
2016 Q4	$271K	Hold	2,583	–	–	0.02%	277
2016 Q3	$289K	Hold	2,583	–	–	0.02%	274
2016 Q2	$292K	Buy	+2,583	New	+$286K	0.02%	270

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

Peapack-Gladstone Financial Corp's IEF Position: Q2 2026 in Review

Peapack-Gladstone Financial Corp increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 74% in Q2 2026, buying an estimated $374K and bringing the position to 9,271 shares worth $877K. The position accounts for 0.01% of the portfolio, ranked #425.

Peapack-Gladstone Financial Corp first reported a position in IEF in Q2 2016 and has held it in 14 quarters since. 1,136 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Peapack-Gladstone Financial Corp held 9,271 shares of iShares 7-10 Year Treasury Bond ETF worth $877K as of Q2 2026.
Peapack-Gladstone Financial Corp bought 3,957 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $374K.
iShares 7-10 Year Treasury Bond ETF made up 0.01% of Peapack-Gladstone Financial Corp's portfolio in Q2 2026, its #425 holding.
Peapack-Gladstone Financial Corp first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2016 and has held it in 14 quarters since.
1,136 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Peapack-Gladstone Financial Corp's 13F filing for Q2 2026, filed 14 Aug 2026.