Stonehage Fleming Financial Services’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Stonehage Fleming Financial Services’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 Q2	$690K	Hold	7,295	–	–	0.02%	98
2026 Q1	$696K	Hold	7,295	–	–	0.03%	93
2025 Q4	$701K	Sell	7,295 -388	-5%	-$37.5K	0.02%	83
2025 Q3	$741K	Buy	7,683 +1,988	+35%	+$190K	0.02%	82
2025 Q2	$545K	Hold	5,695	–	–	0.02%	96
2025 Q1	$543K	Hold	5,695	–	–	0.02%	78
2024 Q4	$527K	Buy	5,695 +1,486	+35%	+$140K	0.01%	98
2024 Q3	$413K	Hold	4,209	–	–	0.01%	111
2024 Q2	$394K	Buy	+4,209	New	+$391K	0.01%	108
2024 Q1	–	Sell	-5,162	Closed	-$498K	–	214
2023 Q4	$498K	Buy	+5,162	New	+$477K	0.01%	100

Other funds holding IEF

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Stonehage Fleming Financial Services's IEF Position: Q2 2026 in Review

Stonehage Fleming Financial Services held its iShares 7-10 Year Treasury Bond ETF (IEF) position steady in Q2 2026 at 7,295 shares worth $690K. The position accounts for 0.02% of the portfolio, ranked #98.

Stonehage Fleming Financial Services first reported a position in IEF in Q4 2023 and has held it in 10 quarters since. The position peaked at $741K in Q3 2025. 1,136 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Stonehage Fleming Financial Services held 7,295 shares of iShares 7-10 Year Treasury Bond ETF worth $690K as of Q2 2026.
Stonehage Fleming Financial Services left its iShares 7-10 Year Treasury Bond ETF share count unchanged in Q2 2026.
iShares 7-10 Year Treasury Bond ETF made up 0.02% of Stonehage Fleming Financial Services's portfolio in Q2 2026, its #98 holding.
Stonehage Fleming Financial Services first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2023 and has held it in 10 quarters since.
Stonehage Fleming Financial Services's iShares 7-10 Year Treasury Bond ETF position peaked at $741K in Q3 2025.
1,136 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Stonehage Fleming Financial Services's 13F filing for Q2 2026, filed 17 Aug 2026.