Portside Wealth Group’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Portside Wealth Group’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	$5.97M	Buy	63,075 +9,102	+17%	+$861K	0.7%	25
2026 Q1	$5.15M	Buy	53,973 +3,219	+6%	+$310K	0.7%	29
2025 Q4	$4.88M	Buy	50,754 +7,078	+16%	+$685K	0.66%	29
2025 Q3	$4.21M	Buy	43,676 +2,637	+6%	+$252K	0.58%	36
2025 Q2	$3.93M	Buy	41,039 +1,355	+3%	+$128K	0.58%	43
2025 Q1	$3.78M	Buy	39,684 +3,153	+9%	+$295K	0.62%	44
2024 Q4	$3.38M	Buy	36,531 +3,604	+11%	+$341K	0.56%	45
2024 Q3	$3.23M	Sell	32,927 -48	-0.1%	-$4.64K	0.55%	47
2024 Q2	$3.09M	Sell	32,975 -4,954	-13%	-$460K	0.59%	42
2024 Q1	$3.59M	Sell	37,929 -19,280	-34%	-$1.83M	0.66%	37
2023 Q4	$5.51M	Sell	57,209 -8,317	-13%	-$769K	1.03%	18
2023 Q3	$6M	Buy	65,526 +2,255	+4%	+$213K	1.13%	18
2023 Q2	$6.11M	Buy	+63,271	New	+$6.22M	1.13%	17

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

Portside Wealth Group's IEF Position: Q2 2026 in Review

Portside Wealth Group increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 17% in Q2 2026, buying an estimated $861K and bringing the position to 63,075 shares worth $5.97M. The position accounts for 0.7% of the portfolio, ranked #25.

Portside Wealth Group first reported a position in IEF in Q2 2023 and has held it in 13 quarters since. The position peaked at $6.11M in Q2 2023. 1,136 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Portside Wealth Group held 63,075 shares of iShares 7-10 Year Treasury Bond ETF worth $5.97M as of Q2 2026.
Portside Wealth Group bought 9,102 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $861K.
iShares 7-10 Year Treasury Bond ETF made up 0.7% of Portside Wealth Group's portfolio in Q2 2026, its #25 holding.
Portside Wealth Group first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2023 and has held it in 13 quarters since.
Portside Wealth Group's iShares 7-10 Year Treasury Bond ETF position peaked at $6.11M in Q2 2023.
1,136 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Portside Wealth Group's 13F filing for Q2 2026, filed 14 Jul 2026.