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Perigon Wealth Management’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Perigon Wealth 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
Q1 		$5.8M Buy
60,820
+5,322
+10% +$512K 0.11% 184
2025
Q4 		$5.34M Buy
55,498
+6,987
+14% +$676K 0.1% 192
2025
Q3 		$4.68M Sell
48,511
-4,127
-8% -$395K 0.1% 204
2025
Q2 		$5.04M Sell
52,638
-7,455
-12% -$705K 0.12% 165
2025
Q1 		$5.73M Sell
60,093
-4,629
-7% -$433K 0.15% 141
2024
Q4 		$5.98M Sell
64,722
-26,989
-29% -$2.55M 0.15% 137
2024
Q3 		$9M Sell
91,711
-36,397
-28% -$3.52M 0.24% 92
2024
Q2 		$12M Buy
128,108
+117
+0.1% +$10.9K 0.35% 63
2024
Q1 		$12.1M Buy
127,991
+54,306
+74% +$5.15M 0.37% 60
2023
Q4 		$7.1M Buy
73,685
+56,545
+330% +$5.23M 0.23% 93
2023
Q3 		$1.57M Buy
17,140
+3,581
+26% +$338K 0.06% 237
2023
Q2 		$1.31M Buy
13,559
+5,035
+59% +$495K 0.05% 264
2023
Q1 		$845K Buy
8,524
+2,740
+47% +$268K 0.05% 305
2022
Q4 		$554K Sell
5,784
-832
-13% -$79.9K 0.03% 368
2022
Q3 		$635K Sell
6,616
-278
-4% -$28.2K 0.05% 279
2022
Q2 		$705K Buy
6,894
+1,120
+19% +$115K 0.06% 266
2022
Q1 		$621K Sell
5,774
-265
-4% -$29.4K 0.04% 309
2021
Q4 		$695K Sell
6,039
-98
-2% -$11.3K 0.05% 276
2021
Q3 		$707K Buy
6,137
+741
+14% +$86.6K 0.06% 248
2021
Q2 		$623K Sell
5,396
-963
-15% -$110K 0.06% 263
2021
Q1 		$718K Sell
6,359
-542
-8% -$63.1K 0.07% 232
2020
Q4 		$828K Buy
6,901
+306
+5% +$36.8K 0.1% 171
2020
Q3 		$803K Buy
6,595
+1,192
+22% +$145K 0.11% 148
2020
Q2 		$658K Sell
5,403
-3,203
-37% -$389K 0.1% 156
2020
Q1 		$1.04M Sell
8,606
-2,188
-20% -$252K 0.19% 102
2019
Q4 		$1.2M Buy
10,794
+1,029
+11% +$115K 0.25% 78
2019
Q3 		$1.09M Buy
9,765
+388
+4% +$43.3K 0.26% 73
2019
Q2 		$1.03M Sell
9,377
-2,458
-21% -$263K 0.24% 75
2019
Q1 		$1.25M Buy
11,835
+950
+9% +$99.3K 0.29% 64
2018
Q4 		$1.12M Sell
10,885
-4,934
-31% -$500K 0.29% 64
2018
Q3 		$1.6M Buy
15,819
+4,915
+45% +$501K 0.39% 51
2018
Q2 		$1.12M Buy
10,904
+8,449
+344% +$861K 0.34% 61
2018
Q1 		$253K Buy
2,455
+1,307
+114% +$135K 0.09% 147
2017
Q4 		$121K Sell
1,148
-2,107
-65% -$223K 0.05% 182
2017
Q3 		$347K Sell
3,255
-9,527
-75% -$1.02M 0.11% 142
2017
Q2 		$1.36M Buy
12,782
+89
+0.7% +$9.51K 0.3% 97
2017
Q1 		$1.34M Buy
12,693
+19
+0.1% +$2K 0.28% 101
2016
Q4 		$1.33M Sell
12,674
-9,629
-43% -$1.03M 0.29% 97
2016
Q3 		$2.5M Buy
22,303
+12,024
+117% +$1.35M 0.64% 47
2016
Q2 		$1.16M Buy
+10,279
New +$1.14M 0.31% 91
2016
Q1 		– Sell
-9,044
Closed -$955K – 283
2015
Q4 		$955K Sell
9,044
-3,809
-30% -$406K 0.26% 102
2015
Q3 		$1.39M Sell
12,853
-177
-1% -$18.8K 0.41% 66
2015
Q2 		$1.37M Buy
13,030
+1,089
+9% +$116K 0.36% 75
2015
Q1 		$1.29M Buy
+11,941
New +$1.29M 0.35% 73

Other funds holding IEF

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Raymond James Financial
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

Perigon Wealth Management's IEF Position: Q1 2026 in Review

Perigon Wealth Management increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 9.6% in Q1 2026, buying an estimated $512K and bringing the position to 60,820 shares worth $5.8M. The position accounts for 0.11% of the portfolio, ranked #184.

Perigon Wealth Management first reported a position in IEF in Q1 2015 and has held it in 44 quarters since. The position peaked at $12.1M in Q1 2024. 1,115 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

  • Perigon Wealth Management held 60,820 shares of iShares 7-10 Year Treasury Bond ETF worth $5.8M as of Q1 2026.
  • Perigon Wealth Management bought 5,322 iShares 7-10 Year Treasury Bond ETF shares in Q1 2026, an estimated $512K.
  • iShares 7-10 Year Treasury Bond ETF made up 0.11% of Perigon Wealth Management's portfolio in Q1 2026, its #184 holding.
  • Perigon Wealth Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2015 and has held it in 44 quarters since.
  • Perigon Wealth Management's iShares 7-10 Year Treasury Bond ETF position peaked at $12.1M in Q1 2024.
  • 1,115 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.