Portland Global Advisors’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Portland Global 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	$35M	Buy	370,555 +181,784	+96%	+$17.2M	3.33%	9
2026 Q1	$18M	Sell	188,771 -979	-0.5%	-$94.2K	1.92%	16
2025 Q4	$18.2M	Buy	189,750 +5,342	+3%	+$517K	1.96%	16
2025 Q3	$17.8M	Buy	184,408 +1,850	+1%	+$177K	1.99%	17
2025 Q2	$17.5M	Sell	182,558 -7,913	-4%	-$748K	2.06%	15
2025 Q1	$18.2M	Buy	190,471 +6,623	+4%	+$620K	2.29%	14
2024 Q4	$17M	Buy	183,848 +9,264	+5%	+$875K	2.15%	15
2024 Q3	$17.1M	Sell	174,584 -12,177	-7%	-$1.18M	2.15%	12
2024 Q2	$17.5M	Buy	186,761 +3,063	+2%	+$285K	2.37%	12
2024 Q1	$17.4M	Sell	183,698 -4,383	-2%	-$415K	2.37%	13
2023 Q4	$18.1M	Buy	+188,081	New	+$17.4M	2.72%	11

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

Portland Global Advisors's IEF Position: Q2 2026 in Review

Portland Global Advisors increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 96% in Q2 2026, buying an estimated $17.2M and bringing the position to 370,555 shares worth $35M. The position accounts for 3.33% of the portfolio, ranked #9.

Portland Global Advisors first reported a position in IEF in Q4 2023 and has held it in 11 quarters since. 1,140 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Portland Global Advisors held 370,555 shares of iShares 7-10 Year Treasury Bond ETF worth $35M as of Q2 2026.
Portland Global Advisors bought 181,784 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $17.2M.
iShares 7-10 Year Treasury Bond ETF made up 3.33% of Portland Global Advisors's portfolio in Q2 2026, its #9 holding.
Portland Global Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2023 and has held it in 11 quarters since.
1,140 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Portland Global Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.