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

Private Trust Company’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 		$1.08M Sell
11,472
-563
-5% -$53.3K 0.09% 257
2026
Q1 		$1.15M Buy
12,035
+1,217
+11% +$117K 0.1% 224
2025
Q4 		$1.04M Buy
10,818
+4,764
+79% +$461K 0.09% 243
2025
Q3 		$584K Buy
6,054
+1,996
+49% +$191K 0.05% 375
2025
Q2 		$389K Sell
4,058
-387
-9% -$36.6K 0.04% 480
2025
Q1 		$424K Sell
4,445
-2,713
-38% -$254K 0.04% 447
2024
Q4 		$662K Sell
7,158
-246
-3% -$23.2K 0.07% 310
2024
Q3 		$726K Buy
7,404
+1,002
+16% +$96.9K 0.07% 296
2024
Q2 		$600K Buy
6,402
+1,023
+19% +$95K 0.06% 328
2024
Q1 		$509K Hold
5,379
– – 0.06% 357
2023
Q4 		$519K Buy
5,379
+3,166
+143% +$293K 0.06% 333
2023
Q3 		$203K Sell
2,213
-947
-30% -$89.3K 0.03% 564
2023
Q2 		$305K Buy
3,160
+1,365
+76% +$134K 0.04% 443
2023
Q1 		$178K Buy
1,795
+288
+19% +$28.2K 0.02% 575
2022
Q4 		$144K Sell
1,507
-894
-37% -$85.8K 0.02% 616
2022
Q3 		$230K Buy
2,401
+1,322
+123% +$134K 0.04% 450
2022
Q2 		$110K Buy
+1,079
New +$111K 0.02% 651
2014
Q4 		– Sell
-67
Closed -$7K – 703
2014
Q3 		$7K Sell
67
-2,521
-97% -$261K ﹤0.01% 1206
2014
Q2 		$268K Buy
+2,588
New +$266K 0.09% 246
2013
Q4 		– Sell
-240
Closed -$25K – 1784
2013
Q3 		$25K Sell
240
-1,982
-89% -$200K 0.01% 596
2013
Q2 		$228K Buy
+2,222
New +$237K 0.1% 198

Other funds holding IEF

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Raymond James Financial
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

Private Trust Company's IEF Position: Q2 2026 in Review

Private Trust Company reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 4.7% in Q2 2026, selling an estimated $53.3K and leaving 11,472 shares worth $1.08M. The position accounts for 0.09% of the portfolio, ranked #257.

Private Trust Company first reported a position in IEF in Q2 2013 and has held it in 21 quarters since. The position peaked at $1.15M in Q1 2026. 1,136 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

  • Private Trust Company held 11,472 shares of iShares 7-10 Year Treasury Bond ETF worth $1.08M as of Q2 2026.
  • Private Trust Company sold 563 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $53.3K.
  • iShares 7-10 Year Treasury Bond ETF made up 0.09% of Private Trust Company's portfolio in Q2 2026, its #257 holding.
  • Private Trust Company first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2013 and has held it in 21 quarters since.
  • Private Trust Company's iShares 7-10 Year Treasury Bond ETF position peaked at $1.15M in Q1 2026.
  • 1,136 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Private Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.