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 Q2	$394K	Buy	4,166 +394	+10%	+$37.3K	0.03%	372
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 $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 22.9% 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

Perennial Investment Advisors's IEF Position: Q2 2026 in Review

Perennial Investment Advisors increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 10% in Q2 2026, buying an estimated $37.3K and bringing the position to 4,166 shares worth $394K. The position accounts for 0.03% of the portfolio, ranked #372.

Perennial Investment Advisors first reported a position in IEF in Q4 2022 and has held it in 10 quarters since. The position peaked at $472K in Q1 2023. 1,143 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Perennial Investment Advisors held 4,166 shares of iShares 7-10 Year Treasury Bond ETF worth $394K as of Q2 2026.
Perennial Investment Advisors bought 394 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $37.3K.
iShares 7-10 Year Treasury Bond ETF made up 0.03% of Perennial Investment Advisors's portfolio in Q2 2026, its #372 holding.
Perennial Investment Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2022 and has held it in 10 quarters since.
Perennial Investment Advisors's iShares 7-10 Year Treasury Bond ETF position peaked at $472K in Q1 2023.
1,143 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Perennial Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.