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

Smithfield Trust’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	$1K	Hold	12	–	–	﹤0.01%	1064
2025 Q4	$1K	Hold	12	–	–	﹤0.01%	1072
2025 Q3	$1K	Hold	12	–	–	﹤0.01%	1012
2025 Q2	$1K	Sell	12 -15	-56%	-$1.42K	﹤0.01%	1027
2025 Q1	$2K	Hold	27	–	–	﹤0.01%	1020
2024 Q4	$2K	Hold	27	–	–	﹤0.01%	1026
2024 Q3	$3K	Hold	27	–	–	﹤0.01%	981
2024 Q2	$3K	Buy	+27	New	+$2.51K	﹤0.01%	951

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

Smithfield Trust's IEF Position: Q1 2026 in Review

Smithfield Trust held its iShares 7-10 Year Treasury Bond ETF (IEF) position steady in Q1 2026 at 12 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1064.

Smithfield Trust first reported a position in IEF in Q2 2024 and has held it in 8 quarters since. The position peaked at $3K in Q3 2024. 1,115 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

Smithfield Trust held 12 shares of iShares 7-10 Year Treasury Bond ETF worth $1K as of Q1 2026.
Smithfield Trust left its iShares 7-10 Year Treasury Bond ETF share count unchanged in Q1 2026.
iShares 7-10 Year Treasury Bond ETF made up ﹤0.01% of Smithfield Trust's portfolio in Q1 2026, its #1064 holding.
Smithfield Trust first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2024 and has held it in 8 quarters since.
Smithfield Trust's iShares 7-10 Year Treasury Bond ETF position peaked at $3K in Q3 2024.
1,115 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2026.

Based on Smithfield Trust's 13F filing for Q1 2026, filed 8 May 2026.