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 Q2	$581K	Buy	6,146 +82	+1%	+$7.76K	0.02%	498
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	–	895
2024 Q3	$344K	Buy	+3,510	New	+$339K	0.03%	430
2024 Q1	–	Sell	-3,959	Closed	-$382K	–	677
2023 Q4	$382K	Buy	3,959 +1,770	+81%	+$164K	0.04%	355
2023 Q3	$200K	Sell	2,189 -97	-4%	-$9.15K	0.02%	530
2023 Q2	$221K	Hold	2,286	–	–	0.02%	506
2023 Q1	$227K	Buy	+2,286	New	+$223K	0.02%	491
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 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

StoneX Group's IEF Position: Q2 2026 in Review

StoneX Group increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 1.4% in Q2 2026, buying an estimated $7.76K and bringing the position to 6,146 shares worth $581K. The position accounts for 0.02% of the portfolio, ranked #498.

StoneX Group first reported a position in IEF in Q2 2017 and has held it in 17 quarters since. The position peaked at $670K in Q3 2020. 1,138 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

StoneX Group held 6,146 shares of iShares 7-10 Year Treasury Bond ETF worth $581K as of Q2 2026.
StoneX Group bought 82 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $7.76K.
iShares 7-10 Year Treasury Bond ETF made up 0.02% of StoneX Group's portfolio in Q2 2026, its #498 holding.
StoneX Group first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2017 and has held it in 17 quarters since.
StoneX Group's iShares 7-10 Year Treasury Bond ETF position peaked at $670K in Q3 2020.
1,138 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on StoneX Group's 13F filing for Q2 2026, filed 12 Aug 2026.