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Stanley-Laman Group’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Stanley-Laman 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
Q1 		$393K Sell
4,121
-12
-0.3% -$1.15K 0.05% 234
2025
Q4 		$397K Buy
4,133
+732
+22% +$70.8K 0.05% 238
2025
Q3 		$328K Sell
3,401
-215
-6% -$20.6K 0.05% 226
2025
Q2 		$346K Sell
3,616
-86
-2% -$8.13K 0.05% 219
2025
Q1 		$353K Buy
3,702
+50
+1% +$4.68K 0.05% 226
2024
Q4 		$338K Buy
3,652
+737
+25% +$69.6K 0.05% 237
2024
Q3 		$286K Sell
2,915
-9
-0.3% -$870 0.04% 241
2024
Q2 		$274K Buy
+2,924
New +$272K 0.04% 241
2020
Q4 		– Sell
-2,108
Closed -$257K – 249
2020
Q3 		$257K Buy
+2,108
New +$257K 0.06% 213
2017
Q2 		– Sell
-8,539
Closed -$902K – 211
2017
Q1 		$902K Sell
8,539
-4,445
-34% -$467K 0.24% 106
2016
Q4 		$1.36M Sell
12,984
-13,639
-51% -$1.47M 0.42% 86
2016
Q3 		$2.98M Sell
26,623
-1,809
-6% -$203K 1.22% 13
2016
Q2 		$3.21M Sell
28,432
-21,704
-43% -$2.4M 1.26% 13
2016
Q1 		$5.53M Buy
+50,136
New +$5.47M 1.04% 21

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

Stanley-Laman Group's IEF Position: Q1 2026 in Review

Stanley-Laman Group reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 0.29% in Q1 2026, selling an estimated $1.15K and leaving 4,121 shares worth $393K. The position accounts for 0.05% of the portfolio, ranked #234.

Stanley-Laman Group first reported a position in IEF in Q1 2016 and has held it in 14 quarters since. The position peaked at $5.53M in Q1 2016. 1,114 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

  • Stanley-Laman Group held 4,121 shares of iShares 7-10 Year Treasury Bond ETF worth $393K as of Q1 2026.
  • Stanley-Laman Group sold 12 iShares 7-10 Year Treasury Bond ETF shares in Q1 2026, an estimated $1.15K.
  • iShares 7-10 Year Treasury Bond ETF made up 0.05% of Stanley-Laman Group's portfolio in Q1 2026, its #234 holding.
  • Stanley-Laman Group first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2016 and has held it in 14 quarters since.
  • Stanley-Laman Group's iShares 7-10 Year Treasury Bond ETF position peaked at $5.53M in Q1 2016.
  • 1,114 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2026.

Based on Stanley-Laman Group's 13F filing for Q1 2026, filed 16 Apr 2026.