Stone House Investment Management’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Stone House Investment Management’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	-34	Closed	-$3.28K	–	1109
2025 Q4	$3.28K	Buy	+34	New	+$3.29K	﹤0.01%	499
2019 Q2	–	Sell	-2,177	Closed	-$232K	–	112
2019 Q1	$232K	Sell	2,177 -9	-0.4%	-$941	0.12%	45
2018 Q4	$228K	Sell	2,186 -540	-20%	-$54.7K	0.14%	47
2018 Q3	$276K	Sell	2,726 -2,323	-46%	-$237K	0.16%	45
2018 Q2	$518K	Sell	5,049 -102	-2%	-$10.4K	0.33%	31
2018 Q1	$532K	Sell	5,151 -40,082	-89%	-$4.13M	0.35%	30
2017 Q4	$4.78M	Buy	45,233 +15,996	+55%	+$1.7M	3.23%	11
2017 Q3	$3.11M	Buy	29,237 +10,555	+56%	+$1.13M	2.22%	16
2017 Q2	$1.99M	Sell	18,682 -60	-0.3%	-$6.41K	1.43%	18
2017 Q1	$1.98M	Buy	18,742 +1,320	+8%	+$139K	1.48%	18
2016 Q4	$1.83M	Buy	+17,422	New	+$1.87M	1.54%	19

Other funds holding IEF

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Stone House Investment Management's IEF Position: Q1 2026 in Review

Stone House Investment Management sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q1 2026, closing a stake of 34 shares — an estimated $3.28K sold.

Stone House Investment Management first reported a position in IEF in Q4 2016 and held it in 11 quarters. The position peaked at $4.78M in Q4 2017. 1,119 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

Stone House Investment Management reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q1 2026 after selling out during the quarter.
Stone House Investment Management sold 34 iShares 7-10 Year Treasury Bond ETF shares in Q1 2026, an estimated $3.28K.
Stone House Investment Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2016 and held it in 11 quarters.
Stone House Investment Management's iShares 7-10 Year Treasury Bond ETF position peaked at $4.78M in Q4 2017.
1,119 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2026.

Based on Stone House Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.