Stevens Capital Partners’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Stevens Capital Partners’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	$449K	Buy	+4,706	New	+$453K	0.11%	88

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

Stevens Capital Partners's IEF Position: Q1 2026 in Review

Stevens Capital Partners opened a new position in iShares 7-10 Year Treasury Bond ETF (IEF) in Q1 2026: 4,706 shares worth $449K. The stake represents 0.11% of the portfolio and ranks #88 among its holdings.

1,115 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

Stevens Capital Partners held 4,706 shares of iShares 7-10 Year Treasury Bond ETF worth $449K as of Q1 2026.
iShares 7-10 Year Treasury Bond ETF was a new Stevens Capital Partners position in Q1 2026.
iShares 7-10 Year Treasury Bond ETF made up 0.11% of Stevens Capital Partners's portfolio in Q1 2026, its #88 holding.
1,115 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2026.

Based on Stevens Capital Partners's 13F filing for Q1 2026, filed 24 Apr 2026.