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Stonebridge Financial Group (Pennsylvania)’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Stonebridge Financial Group (Pennsylvania)’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
-2,358
Closed -$227K – 269
2025
Q4 		$227K Hold
2,358
– – 0.02% 231
2025
Q3 		$227K Hold
2,358
– – 0.02% 222
2025
Q2 		$226K Sell
2,358
-261
-10% -$24.7K 0.02% 223
2025
Q1 		$250K Hold
2,619
– – 0.03% 198
2024
Q4 		$242K Buy
+2,619
New +$247K 0.03% 212

Other funds holding IEF

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 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 $1.81T AUM 41.13% 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 $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 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

Stonebridge Financial Group (Pennsylvania)'s IEF Position: Q1 2026 in Review

Stonebridge Financial Group (Pennsylvania) sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q1 2026, closing a stake of 2,358 shares — an estimated $227K sold.

Stonebridge Financial Group (Pennsylvania) first reported a position in IEF in Q4 2024 and held it in 5 quarters. The position peaked at $250K in Q1 2025. 1,117 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

  • Stonebridge Financial Group (Pennsylvania) reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Stonebridge Financial Group (Pennsylvania) sold 2,358 iShares 7-10 Year Treasury Bond ETF shares in Q1 2026, an estimated $227K.
  • Stonebridge Financial Group (Pennsylvania) first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2024 and held it in 5 quarters.
  • Stonebridge Financial Group (Pennsylvania)'s iShares 7-10 Year Treasury Bond ETF position peaked at $250K in Q1 2025.
  • 1,117 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2026.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q1 2026, filed 8 Apr 2026.