SevenBridge Financial Group’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

SevenBridge Financial 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	$1.53M	Sell	16,444 -956	-5%	-$90.5K	0.23%	93
2026 Q1	$1.66M	Sell	17,400 -230	-1%	-$22.1K	0.26%	91
2025 Q4	$1.69M	Buy	17,630 +1,009	+6%	+$97.6K	0.27%	93
2025 Q3	$1.61M	Sell	16,621 -4,534	-21%	-$434K	0.27%	94
2025 Q2	$2.02M	Sell	21,155 -5,044	-19%	-$477K	0.36%	89
2025 Q1	$2.46M	Sell	26,199 -7,587	-22%	-$710K	0.48%	71
2024 Q4	$3.14M	Buy	33,786 +892	+3%	+$84.3K	0.59%	55
2024 Q3	$3.09M	Sell	32,894 -1,115	-3%	-$108K	0.6%	56
2024 Q2	$3.3M	Buy	34,009 +1,065	+3%	+$98.9K	0.73%	42
2024 Q1	$3.05M	Sell	32,944 -9,620	-23%	-$912K	0.69%	45
2023 Q4	$4.1M	Sell	42,564 -2,017	-5%	-$187K	0.97%	30
2023 Q3	$4.08M	Buy	44,581 +5,421	+14%	+$511K	1.06%	24
2023 Q2	$3.78M	Buy	39,160 +1,772	+5%	+$174K	0.98%	29
2023 Q1	$3.71M	Buy	37,388 +23,217	+164%	+$2.27M	1.02%	28
2022 Q4	$1.36M	Buy	+14,171	New	+$1.36M	0.4%	67
2019 Q3	–	Sell	-213	Closed	-$23K	–	342
2019 Q2	$23K	Hold	213	–	–	0.01%	369
2019 Q1	$23K	Hold	213	–	–	0.01%	328
2018 Q4	$22K	Hold	213	–	–	0.01%	289
2018 Q3	$22K	Hold	213	–	–	0.01%	333
2018 Q2	$22K	Hold	213	–	–	0.01%	332
2018 Q1	$22K	Hold	213	–	–	0.01%	336
2017 Q4	$22K	Hold	213	–	–	0.01%	362
2017 Q3	$23K	Hold	213	–	–	0.01%	356
2017 Q2	$23K	Hold	213	–	–	0.01%	366
2017 Q1	$22K	Sell	213 -80	-27%	-$8.4K	0.01%	360
2016 Q4	$32K	Hold	293	–	–	0.02%	303
2016 Q3	$32K	Sell	293 -26	-8%	-$2.91K	0.02%	302
2016 Q2	$36K	Buy	+319	New	+$35.3K	0.03%	326

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

SevenBridge Financial Group's IEF Position: Q2 2026 in Review

SevenBridge Financial Group reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 5.5% in Q2 2026, selling an estimated $90.5K and leaving 16,444 shares worth $1.53M. The position accounts for 0.23% of the portfolio, ranked #93.

SevenBridge Financial Group first reported a position in IEF in Q2 2016 and has held it in 28 quarters since. The position peaked at $4.1M in Q4 2023. 1,138 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

SevenBridge Financial Group held 16,444 shares of iShares 7-10 Year Treasury Bond ETF worth $1.53M as of Q2 2026.
SevenBridge Financial Group sold 956 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $90.5K.
iShares 7-10 Year Treasury Bond ETF made up 0.23% of SevenBridge Financial Group's portfolio in Q2 2026, its #93 holding.
SevenBridge Financial Group first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2016 and has held it in 28 quarters since.
SevenBridge Financial Group's iShares 7-10 Year Treasury Bond ETF position peaked at $4.1M in Q4 2023.
1,138 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on SevenBridge Financial Group's 13F filing for Q2 2026, filed 12 Aug 2026.