Perennial Investment Advisors’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Perennial Investment Advisors’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	$360K	Buy	3,772 +1,008	+36%	+$97K	0.03%	347
2025 Q4	$266K	Sell	2,764 -575	-17%	-$55.6K	0.02%	404
2025 Q3	$322K	Buy	3,339 +219	+7%	+$20.9K	0.03%	351
2025 Q2	$299K	Sell	3,120 -377	-11%	-$35.6K	0.03%	347
2025 Q1	$333K	Buy	+3,497	New	+$327K	0.04%	302
2023 Q4	–	Sell	-3,179	Closed	-$291K	–	359
2023 Q3	$291K	Buy	3,179 +4	+0.1%	+$377	0.05%	245
2023 Q2	$307K	Sell	3,175 -1,586	-33%	-$156K	0.05%	245
2023 Q1	$472K	Buy	4,761 +1,113	+31%	+$109K	0.09%	182
2022 Q4	$349K	Buy	+3,648	New	+$350K	0.14%	132

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 $9.54B AUM 19.86% 1-Year Est. Return

Perennial Investment Advisors's IEF Position: Q1 2026 in Review

Perennial Investment Advisors increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 36% in Q1 2026, buying an estimated $97K and bringing the position to 3,772 shares worth $360K. The position accounts for 0.03% of the portfolio, ranked #347.

Perennial Investment Advisors first reported a position in IEF in Q4 2022 and has held it in 9 quarters since. The position peaked at $472K in Q1 2023. 1,115 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

Perennial Investment Advisors held 3,772 shares of iShares 7-10 Year Treasury Bond ETF worth $360K as of Q1 2026.
Perennial Investment Advisors bought 1,008 iShares 7-10 Year Treasury Bond ETF shares in Q1 2026, an estimated $97K.
iShares 7-10 Year Treasury Bond ETF made up 0.03% of Perennial Investment Advisors's portfolio in Q1 2026, its #347 holding.
Perennial Investment Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2022 and has held it in 9 quarters since.
Perennial Investment Advisors's iShares 7-10 Year Treasury Bond ETF position peaked at $472K in Q1 2023.
1,115 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2026.

Based on Perennial Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.