Picton Mahoney Asset Management’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Picton Mahoney Asset 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 Q2	$1.64M	Hold	17,370	–	–	0.01%	593
2026 Q1	$1.66M	Hold	17,370	–	–	0.01%	562
2025 Q4	$1.67M	Hold	17,370	–	–	0.01%	463
2025 Q3	$1.68M	Hold	17,370	–	–	0.02%	381
2025 Q2	$1.66M	Hold	17,370	–	–	0.02%	349
2025 Q1	$1.66M	Hold	17,370	–	–	0.03%	256
2024 Q4	$1.61M	Hold	17,370	–	–	0.03%	240
2024 Q3	$1.7M	Hold	17,370	–	–	0.06%	222
2024 Q2	$1.63M	Hold	17,370	–	–	0.06%	228
2024 Q1	$1.64M	Sell	17,370 -1,000	-5%	-$94.8K	0.05%	216
2023 Q4	$1.77M	Hold	18,370	–	–	0.05%	211
2023 Q3	$1.68M	Hold	18,370	–	–	0.05%	212
2023 Q2	$1.77M	Hold	18,370	–	–	0.08%	222
2023 Q1	$1.82M	Hold	18,370	–	–	0.08%	247
2022 Q4	$1.76M	Hold	18,370	–	–	0.08%	317
2022 Q3	$1.76M	Hold	18,370	–	–	0.06%	359
2022 Q2	$1.88M	Sell	18,370 -4,100	-18%	-$421K	0.07%	437
2022 Q1	$2.42M	Hold	22,470	–	–	0.09%	345
2021 Q4	$2.58M	Sell	22,470 -300	-1%	-$34.5K	0.06%	294
2021 Q3	$2.62M	Hold	22,770	–	–	0.1%	257
2021 Q2	$2.63M	Buy	22,770 +1,000	+5%	+$114K	0.08%	244
2021 Q1	$2.46M	Buy	21,770 +8,700	+67%	+$1.01M	0.12%	268
2020 Q4	$1.57M	Buy	13,070 +5,000	+62%	+$602K	0.07%	262
2020 Q3	$983K	Buy	8,070 +600	+8%	+$73.2K	0.05%	266
2020 Q2	$910K	Buy	7,470 +400	+6%	+$48.6K	0.05%	224
2020 Q1	$859K	Sell	7,070 -7,800	-52%	-$898K	0.05%	219
2019 Q4	$1.64M	Sell	14,870 -3,360	-18%	-$375K	0.11%	130
2019 Q3	$2.05M	Sell	18,230 -1,070	-6%	-$119K	0.14%	114
2019 Q2	$2.12M	Sell	19,300 -8,050	-29%	-$863K	0.15%	108
2019 Q1	$2.92M	Buy	27,350 +280	+1%	+$29.3K	0.22%	92
2018 Q4	$2.82M	Sell	27,070 -410	-1%	-$41.5K	0.25%	80
2018 Q3	$2.78M	Buy	27,480 +6,755	+33%	+$689K	0.2%	94
2018 Q2	$2.13M	Buy	20,725 +950	+5%	+$96.8K	0.15%	106
2018 Q1	$2.04M	Buy	19,775 +200	+1%	+$20.6K	0.15%	120
2017 Q4	$2.07M	Hold	19,575	–	–	0.15%	114
2017 Q3	$2.08M	Buy	19,575 +375	+2%	+$40.2K	0.16%	117
2017 Q2	$2.05M	Buy	19,200 +4,375	+30%	+$467K	0.15%	125
2017 Q1	$1.56M	Buy	14,825 +7,700	+108%	+$809K	0.1%	125
2016 Q4	$747K	Buy	7,125 +1,325	+23%	+$142K	0.06%	146
2016 Q3	$649K	Buy	5,800 +3,025	+109%	+$339K	0.04%	184
2016 Q2	$313K	Sell	2,775 -725	-21%	-$80.2K	0.02%	206
2016 Q1	$386K	Buy	+3,500	New	+$382K	0.02%	207

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

Picton Mahoney Asset Management's IEF Position: Q2 2026 in Review

Picton Mahoney Asset Management held its iShares 7-10 Year Treasury Bond ETF (IEF) position steady in Q2 2026 at 17,370 shares worth $1.64M. The position accounts for 0.01% of the portfolio, ranked #593.

Picton Mahoney Asset Management first reported a position in IEF in Q1 2016 and has held it in 42 quarters since. The position peaked at $2.92M in Q1 2019. 1,136 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Picton Mahoney Asset Management held 17,370 shares of iShares 7-10 Year Treasury Bond ETF worth $1.64M as of Q2 2026.
Picton Mahoney Asset Management left its iShares 7-10 Year Treasury Bond ETF share count unchanged in Q2 2026.
iShares 7-10 Year Treasury Bond ETF made up 0.01% of Picton Mahoney Asset Management's portfolio in Q2 2026, its #593 holding.
Picton Mahoney Asset Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2016 and has held it in 42 quarters since.
Picton Mahoney Asset Management's iShares 7-10 Year Treasury Bond ETF position peaked at $2.92M in Q1 2019.
1,136 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Picton Mahoney Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.