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Sandbox Financial Partners’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Sandbox Financial Partners’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 		$4.67M Buy
48,916
+7,392
+18% +$711K 1.31% 20
2025
Q4 		$3.99M Buy
+41,524
New +$4.02M 1.1% 22
2021
Q4 		– Sell
-2,139
Closed -$246K – 112
2021
Q3 		$246K Sell
2,139
-573
-21% -$67K 0.18% 75
2021
Q2 		$313K Buy
+2,712
New +$310K 0.23% 60

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

Sandbox Financial Partners's IEF Position: Q1 2026 in Review

Sandbox Financial Partners increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 18% in Q1 2026, buying an estimated $711K and bringing the position to 48,916 shares worth $4.67M. The position accounts for 1.31% of the portfolio, ranked #20.

Sandbox Financial Partners first reported a position in IEF in Q2 2021 and has held it in 4 quarters since. 1,114 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

  • Sandbox Financial Partners held 48,916 shares of iShares 7-10 Year Treasury Bond ETF worth $4.67M as of Q1 2026.
  • Sandbox Financial Partners bought 7,392 iShares 7-10 Year Treasury Bond ETF shares in Q1 2026, an estimated $711K.
  • iShares 7-10 Year Treasury Bond ETF made up 1.31% of Sandbox Financial Partners's portfolio in Q1 2026, its #20 holding.
  • Sandbox Financial Partners first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2021 and has held it in 4 quarters since.
  • 1,114 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2026.

Based on Sandbox Financial Partners's 13F filing for Q1 2026, filed 8 Apr 2026.