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Pinnacle Associates’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Pinnacle Associates’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 		$11.8M Buy
123,468
+592
+0.5% +$56.9K 0.15% 144
2025
Q4 		$11.8M Buy
122,876
+3,577
+3% +$346K 0.15% 142
2025
Q3 		$11.5M Buy
119,299
+4,577
+4% +$438K 0.15% 146
2025
Q2 		$11M Buy
114,722
+4,374
+4% +$414K 0.16% 147
2025
Q1 		$10.5M Buy
110,348
+978
+0.9% +$91.5K 0.15% 149
2024
Q4 		$10.1M Buy
109,370
+20,302
+23% +$1.92M 0.14% 158
2024
Q3 		$8.59M Sell
89,068
-11,681
-12% -$1.13M 0.15% 169
2024
Q2 		$9.44M Buy
100,749
+3,379
+3% +$314K 0.15% 161
2024
Q1 		$9.22M Buy
97,370
+8,302
+9% +$787K 0.15% 174
2023
Q4 		$8.59M Buy
89,068
+16,393
+23% +$1.52M 0.14% 172
2023
Q3 		$6.66M Buy
72,675
+10,309
+17% +$972K 0.12% 188
2023
Q2 		$6.02M Buy
62,366
+12,049
+24% +$1.18M 0.1% 206
2023
Q1 		$4.99M Buy
50,317
+47,343
+1,592% +$4.63M 0.1% 207
2022
Q4 		$285K Buy
2,974
+260
+10% +$25K 0.01% 625
2022
Q3 		$261K Sell
2,714
-2,198
-45% -$223K 0.01% 634
2022
Q2 		$502K Sell
4,912
-20
-0.4% -$2.05K 0.01% 511
2022
Q1 		$530K Sell
4,932
-613
-11% -$68K 0.01% 546
2021
Q4 		$638K Hold
5,545
– – 0.01% 521
2021
Q3 		$639K Buy
5,545
+3,261
+143% +$381K 0.01% 514
2021
Q2 		$264K Buy
2,284
+195
+9% +$22.3K ﹤0.01% 675
2021
Q1 		$236K Buy
+2,089
New +$243K ﹤0.01% 673

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

Pinnacle Associates's IEF Position: Q1 2026 in Review

Pinnacle Associates increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 0.48% in Q1 2026, buying an estimated $56.9K and bringing the position to 123,468 shares worth $11.8M. The position accounts for 0.15% of the portfolio, ranked #144.

Pinnacle Associates first reported a position in IEF in Q1 2021 and has held it in 21 quarters since. The position peaked at $11.8M in Q4 2025. 1,115 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

  • Pinnacle Associates held 123,468 shares of iShares 7-10 Year Treasury Bond ETF worth $11.8M as of Q1 2026.
  • Pinnacle Associates bought 592 iShares 7-10 Year Treasury Bond ETF shares in Q1 2026, an estimated $56.9K.
  • iShares 7-10 Year Treasury Bond ETF made up 0.15% of Pinnacle Associates's portfolio in Q1 2026, its #144 holding.
  • Pinnacle Associates first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2021 and has held it in 21 quarters since.
  • Pinnacle Associates's iShares 7-10 Year Treasury Bond ETF position peaked at $11.8M in Q4 2025.
  • 1,115 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2026.

Based on Pinnacle Associates's 13F filing for Q1 2026, filed 22 Apr 2026.