Richard Bernstein Advisors’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Richard Bernstein 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 Q1	$351M	Buy	+3,673,879	New	+$353M	10.17%	3
2023 Q1	–	Sell	-1,327,747	Closed	-$127M	–	208
2022 Q4	$127M	Sell	1,327,747 -47,074	-3%	-$4.52M	2.84%	12
2022 Q3	$132M	Buy	1,374,821 +63,132	+5%	+$6.41M	3.3%	9
2022 Q2	$134M	Sell	1,311,689 -26,980	-2%	-$2.77M	2.91%	8
2022 Q1	$143M	Buy	1,338,669 +74,948	+6%	+$8.32M	2.83%	8
2021 Q4	$145M	Sell	1,263,721 -29,341	-2%	-$3.37M	2.8%	8
2021 Q3	$149M	Buy	1,293,062 +80,653	+7%	+$9.43M	3%	7
2021 Q2	$140M	Buy	1,212,409 +133,194	+12%	+$15.2M	2.9%	9
2021 Q1	$122M	Buy	1,079,215 +97,768	+10%	+$11.4M	2.78%	10
2020 Q4	$118M	Buy	+981,447	New	+$118M	2.89%	8

Other funds holding IEF

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Richard Bernstein Advisors's IEF Position: Q1 2026 in Review

Richard Bernstein Advisors opened a new position in iShares 7-10 Year Treasury Bond ETF (IEF) in Q1 2026: 3,673,879 shares worth $351M. The stake represents 10.17% of the portfolio and ranks #3 among its holdings. This is a return to the name: Richard Bernstein Advisors previously reported a position in IEF as recently as Q4 2022.

Richard Bernstein Advisors first reported a position in IEF in Q4 2020 and has held it in 10 quarters since. 1,115 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

Richard Bernstein Advisors held 3,673,879 shares of iShares 7-10 Year Treasury Bond ETF worth $351M as of Q1 2026.
iShares 7-10 Year Treasury Bond ETF was a new Richard Bernstein Advisors position in Q1 2026.
iShares 7-10 Year Treasury Bond ETF made up 10.17% of Richard Bernstein Advisors's portfolio in Q1 2026, its #3 holding.
Richard Bernstein Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2020 and has held it in 10 quarters since.
1,115 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2026.

Based on Richard Bernstein Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.