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Stephens Inc’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Stephens Inc’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 		$3.97M Buy
41,645
+542
+1% +$52.1K 0.05% 330
2025
Q4 		$3.95M Buy
41,103
+107
+0.3% +$10.4K 0.05% 340
2025
Q3 		$3.95M Sell
40,996
-849
-2% -$81.2K 0.05% 336
2025
Q2 		$4.01M Buy
41,845
+2,980
+8% +$282K 0.06% 318
2025
Q1 		$3.71M Buy
38,865
+1,517
+4% +$142K 0.05% 322
2024
Q4 		$3.45M Sell
37,348
-4,714
-11% -$445K 0.05% 329
2024
Q3 		$4.13M Sell
42,062
-6,277
-13% -$607K 0.06% 295
2024
Q2 		$4.53M Buy
48,339
+4,286
+10% +$398K 0.07% 277
2024
Q1 		$4.17M Buy
44,053
+12,217
+38% +$1.16M 0.06% 288
2023
Q4 		$3.07M Buy
31,836
+10,636
+50% +$984K 0.05% 308
2023
Q3 		$1.94M Buy
21,200
+7,787
+58% +$734K 0.04% 379
2023
Q2 		$1.3M Buy
13,413
+2,482
+23% +$244K 0.02% 480
2023
Q1 		$1.08M Sell
10,931
-147
-1% -$14.4K 0.02% 514
2022
Q4 		$1.06M Buy
11,078
+4,597
+71% +$441K 0.02% 493
2022
Q3 		$622K Buy
6,481
+1,200
+23% +$122K 0.01% 629
2022
Q2 		$540K Buy
+5,281
New +$542K 0.01% 708
2022
Q1 		– Sell
-1,832
Closed -$211K – 1354
2021
Q4 		$211K Sell
1,832
-528
-22% -$60.7K ﹤0.01% 1193
2021
Q3 		$272K Sell
2,360
-581
-20% -$67.9K ﹤0.01% 1091
2021
Q2 		$340K Buy
2,941
+298
+11% +$34.1K 0.01% 994
2021
Q1 		$298K Buy
2,643
+308
+13% +$35.9K ﹤0.01% 1005
2020
Q4 		$280K Sell
2,335
-3,243
-58% -$390K 0.01% 955
2020
Q3 		$680K Sell
5,578
-1,788
-24% -$218K 0.01% 652
2020
Q2 		$898K Buy
7,366
+4,858
+194% +$590K 0.02% 545
2020
Q1 		$305K Buy
2,508
+468
+23% +$53.9K 0.01% 771
2019
Q4 		$225K Sell
2,040
-1,334
-40% -$149K ﹤0.01% 975
2019
Q3 		$379K Buy
3,374
+600
+22% +$66.9K 0.01% 832
2019
Q2 		$305K Sell
2,774
-782
-22% -$83.8K 0.01% 916
2019
Q1 		$379K Sell
3,556
-1,443
-29% -$151K 0.01% 832
2018
Q4 		$521K Sell
4,999
-1,018
-17% -$103K 0.01% 696
2018
Q3 		$609K Sell
6,017
-647
-10% -$66K 0.02% 719
2018
Q2 		$683K Buy
+6,664
New +$679K 0.02% 551
2014
Q1 		– Sell
-23,387
Closed -$2.32M – 854
2013
Q4 		$2.32M Buy
23,387
+197
+0.8% +$20K 0.12% 190
2013
Q3 		$2.37M Sell
23,190
-9,946
-30% -$1.01M 0.13% 174
2013
Q2 		$3.4M Buy
+33,136
New +$3.53M 0.19% 101

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 $9.54B AUM 19.86% 1-Year Est. Return

Stephens Inc's IEF Position: Q1 2026 in Review

Stephens Inc increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 1.3% in Q1 2026, buying an estimated $52.1K and bringing the position to 41,645 shares worth $3.97M. The position accounts for 0.05% of the portfolio, ranked #330.

Stephens Inc first reported a position in IEF in Q2 2013 and has held it in 34 quarters since. The position peaked at $4.53M in Q2 2024. 1,115 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

  • Stephens Inc held 41,645 shares of iShares 7-10 Year Treasury Bond ETF worth $3.97M as of Q1 2026.
  • Stephens Inc bought 542 iShares 7-10 Year Treasury Bond ETF shares in Q1 2026, an estimated $52.1K.
  • iShares 7-10 Year Treasury Bond ETF made up 0.05% of Stephens Inc's portfolio in Q1 2026, its #330 holding.
  • Stephens Inc first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2013 and has held it in 34 quarters since.
  • Stephens Inc's iShares 7-10 Year Treasury Bond ETF position peaked at $4.53M in Q2 2024.
  • 1,115 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2026.

Based on Stephens Inc's 13F filing for Q1 2026, filed 28 Apr 2026.