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Plimoth Trust’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Plimoth Trust’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 		$238K Hold
2,490
– – 0.05% 165
2025
Q4 		$239K Sell
2,490
-98
-4% -$9.48K 0.05% 166
2025
Q3 		$250K Buy
2,588
+25
+1% +$2.39K 0.06% 161
2025
Q2 		$245K Buy
2,563
+158
+7% +$14.9K 0.06% 158
2025
Q1 		$229K Buy
+2,405
New +$225K 0.06% 155

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 $8.74B AUM 14.62% 1-Year Est. Return

Plimoth Trust's IEF Position: Q1 2026 in Review

Plimoth Trust held its iShares 7-10 Year Treasury Bond ETF (IEF) position steady in Q1 2026 at 2,490 shares worth $238K. The position accounts for 0.05% of the portfolio, ranked #165.

Plimoth Trust first reported a position in IEF in Q1 2025 and has held it in 5 quarters since. The position peaked at $250K in Q3 2025. 1,114 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

  • Plimoth Trust held 2,490 shares of iShares 7-10 Year Treasury Bond ETF worth $238K as of Q1 2026.
  • Plimoth Trust left its iShares 7-10 Year Treasury Bond ETF share count unchanged in Q1 2026.
  • iShares 7-10 Year Treasury Bond ETF made up 0.05% of Plimoth Trust's portfolio in Q1 2026, its #165 holding.
  • Plimoth Trust first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2025 and has held it in 5 quarters since.
  • Plimoth Trust's iShares 7-10 Year Treasury Bond ETF position peaked at $250K in Q3 2025.
  • 1,114 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2026.

Based on Plimoth Trust's 13F filing for Q1 2026, filed 27 Apr 2026.