Schroder Investment Management Group’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Schroder Investment Management 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	$6.97M	Buy	73,299 +57,804	+373%	+$5.47M	﹤0.01%	729
2026 Q1	$1.48M	Sell	15,495 -10,620	-41%	-$1.02M	﹤0.01%	979
2025 Q4	$2.52M	Hold	26,115	–	–	﹤0.01%	855
2025 Q3	$2.52M	Buy	+26,115	New	+$2.5M	﹤0.01%	891
2025 Q1	–	Sell	-164,091	Closed	-$15.2M	–	1232
2024 Q4	$15.2M	Hold	164,091	–	–	0.01%	576
2024 Q3	$16.1M	Sell	164,091 -91,108	-36%	-$8.81M	0.02%	568
2024 Q2	$23.9M	Hold	255,199	–	–	0.03%	444
2024 Q1	$24.2M	Buy	255,199 +71,601	+39%	+$6.79M	0.03%	450
2023 Q4	$17.7M	Sell	183,598 -174,041	-49%	-$16.1M	0.02%	510
2023 Q3	$32.8M	Buy	357,639 +1,304	+0.4%	+$123K	0.05%	341
2023 Q2	$34.4M	Buy	356,335 +181,061	+103%	+$17.8M	0.05%	354
2023 Q1	$17.4M	Buy	175,274 +84,649	+93%	+$8.27M	0.03%	502
2022 Q4	$8.68M	Buy	90,625 +68,260	+305%	+$6.55M	0.01%	661
2022 Q3	$2.15M	Buy	22,365 +6,255	+39%	+$635K	﹤0.01%	930
2022 Q2	$1.64M	Buy	+16,110	New	+$1.65M	﹤0.01%	1001
2021 Q1	–	Sell	-27,963	Closed	-$3.35M	–	1564
2020 Q4	$3.35M	Buy	+27,963	New	+$3.36M	﹤0.01%	896
2013 Q3	–	Sell	-2,816	Closed	-$289K	–	1565
2013 Q2	$289K	Buy	+2,816	New	+$300K	﹤0.01%	1174

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

Schroder Investment Management Group's IEF Position: Q2 2026 in Review

Schroder Investment Management Group increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 373% in Q2 2026, buying an estimated $5.47M and bringing the position to 73,299 shares worth $6.97M. The position accounts for ﹤0.01% of the portfolio, ranked #729.

Schroder Investment Management Group first reported a position in IEF in Q2 2013 and has held it in 17 quarters since. The position peaked at $34.4M in Q2 2023. 1,136 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Schroder Investment Management Group held 73,299 shares of iShares 7-10 Year Treasury Bond ETF worth $6.97M as of Q2 2026.
Schroder Investment Management Group bought 57,804 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $5.47M.
iShares 7-10 Year Treasury Bond ETF made up ﹤0.01% of Schroder Investment Management Group's portfolio in Q2 2026, its #729 holding.
Schroder Investment Management Group first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2013 and has held it in 17 quarters since.
Schroder Investment Management Group's iShares 7-10 Year Treasury Bond ETF position peaked at $34.4M 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 Schroder Investment Management Group's 13F filing for Q2 2026, filed 13 Aug 2026.