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StoneX Group’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

StoneX Group’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 		$579K Buy
6,064
+2,313
+62% +$222K 0.03% 383
2025
Q4 		$361K Buy
3,751
+374
+11% +$36.2K 0.02% 627
2025
Q3 		$326K Buy
3,377
+1,150
+52% +$110K 0.01% 664
2025
Q2 		$213K Buy
+2,227
New +$211K 0.01% 761
2024
Q4 		– Sell
-3,510
Closed -$344K – 886
2024
Q3 		$344K Buy
+3,510
New +$339K 0.15% 179
2024
Q1 		– Sell
-3,959
Closed -$382K – 402
2023
Q4 		$382K Buy
3,959
+1,770
+81% +$164K 0.2% 136
2023
Q3 		$200K Sell
2,189
-97
-4% -$9.15K 0.11% 295
2023
Q2 		$221K Hold
2,286
– – 0.12% 269
2023
Q1 		$227K Buy
+2,286
New +$223K 0.13% 249
2020
Q4 		– Sell
-5,501
Closed -$670K – 373
2020
Q3 		$670K Buy
5,501
+99
+2% +$12.1K 0.22% 118
2020
Q2 		$658K Buy
5,402
+1,155
+27% +$140K 0.25% 105
2020
Q1 		$516K Buy
+4,247
New +$489K 0.27% 102
2019
Q1 		– Sell
-3,513
Closed -$366K – 229
2018
Q4 		$366K Buy
+3,513
New +$356K 0.35% 97
2018
Q3 		– Sell
-2,176
Closed -$223K – 240
2018
Q2 		$223K Buy
+2,176
New +$222K 0.19% 204
2018
Q1 		– Sell
-2,860
Closed -$302K – 216
2017
Q4 		$302K Buy
+2,860
New +$303K 0.32% 128
2017
Q3 		– Sell
-2,253
Closed -$240K – 251
2017
Q2 		$240K Buy
+2,253
New +$241K 0.07% 327

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 $8.74B AUM 14.62% 1-Year Est. Return

StoneX Group's IEF Position: Q1 2026 in Review

StoneX Group increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 62% in Q1 2026, buying an estimated $222K and bringing the position to 6,064 shares worth $579K. The position accounts for 0.03% of the portfolio, ranked #383.

StoneX Group first reported a position in IEF in Q2 2017 and has held it in 16 quarters since. The position peaked at $670K in Q3 2020. 1,114 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

  • StoneX Group held 6,064 shares of iShares 7-10 Year Treasury Bond ETF worth $579K as of Q1 2026.
  • StoneX Group bought 2,313 iShares 7-10 Year Treasury Bond ETF shares in Q1 2026, an estimated $222K.
  • iShares 7-10 Year Treasury Bond ETF made up 0.03% of StoneX Group's portfolio in Q1 2026, its #383 holding.
  • StoneX Group first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2017 and has held it in 16 quarters since.
  • StoneX Group's iShares 7-10 Year Treasury Bond ETF position peaked at $670K in Q3 2020.
  • 1,114 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2026.

Based on StoneX Group's 13F filing for Q1 2026, filed 14 May 2026.