Steph & Co’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Steph & Co’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	–	Sell	-126	Closed	-$12.1K	–	310
2025 Q4	$12.1K	Buy	+126	New	+$12.2K	﹤0.01%	275

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 $8.74B AUM 14.62% 1-Year Est. Return

Steph & Co's IEF Position: Q1 2026 in Review

Steph & Co sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q1 2026, closing a stake of 126 shares — an estimated $12.1K sold.

Steph & Co first reported a position in IEF in Q4 2025 and held it in 1 quarter. The position peaked at $12.1K in Q4 2025. 1,114 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

Steph & Co reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q1 2026 after selling out during the quarter.
Steph & Co sold 126 iShares 7-10 Year Treasury Bond ETF shares in Q1 2026, an estimated $12.1K.
Steph & Co first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2025 and held it in 1 quarter.
Steph & Co's iShares 7-10 Year Treasury Bond ETF position peaked at $12.1K in Q4 2025.
1,114 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2026.

Based on Steph & Co's 13F filing for Q1 2026, filed 17 Apr 2026.