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Private Advisor Group’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Private Advisor 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
Q1 		$10.9M Buy
114,008
+12,444
+12% +$1.2M 0.05% 380
2025
Q4 		$9.77M Sell
101,564
-15,283
-13% -$1.48M 0.05% 405
2025
Q3 		$11.3M Buy
116,847
+31,781
+37% +$3.04M 0.06% 350
2025
Q2 		$8.15M Sell
85,066
-351
-0.4% -$33.2K 0.04% 416
2025
Q1 		$8.15M Sell
85,417
-23,480
-22% -$2.2M 0.05% 388
2024
Q4 		$10.1M Sell
108,897
-44,504
-29% -$4.2M 0.06% 321
2024
Q3 		$15.1M Buy
153,401
+15,900
+12% +$1.54M 0.09% 205
2024
Q2 		$12.9M Buy
137,501
+824
+0.6% +$76.6K 0.09% 215
2024
Q1 		$12.9M Buy
136,677
+46,569
+52% +$4.41M 0.09% 202
2023
Q4 		$8.69M Sell
90,108
-22,655
-20% -$2.1M 0.07% 280
2023
Q3 		$10.3M Sell
112,763
-28,632
-20% -$2.7M 0.09% 211
2023
Q2 		$13.6M Buy
141,395
+62,980
+80% +$6.19M 0.12% 171
2023
Q1 		$7.77M Buy
78,415
+15,103
+24% +$1.48M 0.07% 260
2022
Q4 		$3.52M Buy
63,312
+3,412
+6% +$328K 0.18% 124
2022
Q3 		$5.75M Buy
59,900
+15,326
+34% +$1.56M 0.07% 293
2022
Q2 		$4.56M Sell
44,574
-35,457
-44% -$3.64M 0.04% 441
2022
Q1 		$8.6M Buy
80,031
+52,441
+190% +$5.82M 0.07% 285
2021
Q4 		$3.17M Sell
27,590
-55,094
-67% -$6.33M 0.02% 629
2021
Q3 		$9.53M Buy
82,684
+34,830
+73% +$4.07M 0.06% 313
2021
Q2 		$5.53M Sell
47,854
-4,613
-9% -$528K 0.05% 375
2021
Q1 		$5.92M Sell
52,467
-52,655
-50% -$6.13M 0.06% 333
2020
Q4 		$12.6M Buy
105,122
+49,481
+89% +$5.95M 0.13% 170
2020
Q3 		$6.78M Buy
55,641
+2,603
+5% +$318K 0.09% 230
2020
Q2 		$6.46M Buy
53,038
+44,173
+498% +$5.37M 0.09% 221
2020
Q1 		$1.08M Sell
8,865
-8,033
-48% -$925K 0.02% 632
2019
Q4 		$1.86M Sell
16,898
-1,007
-6% -$112K 0.03% 557
2019
Q3 		$2.01M Sell
17,905
-7,246
-29% -$808K 0.03% 546
2019
Q2 		$2.77M Sell
25,151
-35,601
-59% -$3.82M 0.05% 387
2019
Q1 		$6.48M Buy
60,752
+46,114
+315% +$4.82M 0.13% 174
2018
Q4 		$1.52M Buy
14,638
+7,605
+108% +$770K 0.04% 456
2018
Q3 		$712K Sell
7,033
-3,945
-36% -$402K 0.01% 835
2018
Q2 		$1.12M Buy
10,978
+5,009
+84% +$510K 0.02% 445
2018
Q1 		$616K Sell
5,969
-23,545
-80% -$2.42M 0.02% 582
2017
Q4 		$3.1M Sell
29,514
-4,747
-14% -$503K 0.13% 160
2017
Q3 		$3.64M Buy
34,261
+10,419
+44% +$1.12M 0.09% 231
2017
Q2 		$2.52M Sell
23,842
-1,646
-6% -$176K 0.07% 288
2017
Q1 		$2.7M Buy
25,488
+729
+3% +$76.6K 0.08% 266
2016
Q4 		$2.61M Sell
24,759
-3,378
-12% -$363K 0.09% 245
2016
Q3 		$3.12M Sell
28,137
-3,779
-12% -$424K 0.13% 172
2016
Q2 		$3.63M Sell
31,916
-221
-0.7% -$24.4K 0.15% 151
2016
Q1 		$3.54M Buy
32,137
+1,417
+5% +$155K 0.17% 134
2015
Q4 		$3.24M Buy
30,720
+11,182
+57% +$1.19M 0.16% 146
2015
Q3 		$2.11M Sell
19,538
-17,266
-47% -$1.83M 0.12% 193
2015
Q2 		$3.87M Sell
36,804
-13,930
-27% -$1.48M 0.18% 113
2015
Q1 		$5.5M Buy
50,734
+25,496
+101% +$2.75M 0.32% 65
2014
Q4 		$2.67M Buy
25,238
+13,279
+111% +$1.4M 0.17% 134
2014
Q3 		$1.24M Buy
+11,959
New +$1.24M 0.09% 264

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

Private Advisor Group's IEF Position: Q1 2026 in Review

Private Advisor Group increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 12% in Q1 2026, buying an estimated $1.2M and bringing the position to 114,008 shares worth $10.9M. The position accounts for 0.05% of the portfolio, ranked #380.

Private Advisor Group first reported a position in IEF in Q3 2014 and has held it in 47 quarters since. The position peaked at $15.1M in Q3 2024. 1,114 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

  • Private Advisor Group held 114,008 shares of iShares 7-10 Year Treasury Bond ETF worth $10.9M as of Q1 2026.
  • Private Advisor Group bought 12,444 iShares 7-10 Year Treasury Bond ETF shares in Q1 2026, an estimated $1.2M.
  • iShares 7-10 Year Treasury Bond ETF made up 0.05% of Private Advisor Group's portfolio in Q1 2026, its #380 holding.
  • Private Advisor Group first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2014 and has held it in 47 quarters since.
  • Private Advisor Group's iShares 7-10 Year Treasury Bond ETF position peaked at $15.1M in Q3 2024.
  • 1,114 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2026.

Based on Private Advisor Group's 13F filing for Q1 2026, filed 27 Apr 2026.