Summa Corp’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Summa Corp’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	$1.32M	Sell	13,827 -85	-0.6%	-$8.18K	0.55%	24
2025 Q4	$1.34M	Buy	13,912 +2,061	+17%	+$199K	0.57%	18
2025 Q3	$1.14M	Buy	11,851 +5,351	+82%	+$512K	0.5%	19
2025 Q2	$623K	Sell	6,500 -430	-6%	-$40.7K	0.32%	33
2025 Q1	$661K	Hold	6,930	–	–	0.38%	26
2024 Q4	$641K	Hold	6,930	–	–	0.31%	27
2024 Q3	$680K	Buy	6,930 +1,000	+17%	+$96.7K	0.33%	29
2024 Q2	$555K	Hold	5,930	–	–	0.27%	30
2024 Q1	$561K	Buy	5,930 +1,500	+34%	+$142K	0.31%	30
2023 Q4	$427K	Buy	+4,430	New	+$410K	0.3%	43

Other funds holding IEF

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Summa Corp's IEF Position: Q1 2026 in Review

Summa Corp reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 0.61% in Q1 2026, selling an estimated $8.18K and leaving 13,827 shares worth $1.32M. The position accounts for 0.55% of the portfolio, ranked #24.

Summa Corp first reported a position in IEF in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.34M in Q4 2025. 1,114 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

Summa Corp held 13,827 shares of iShares 7-10 Year Treasury Bond ETF worth $1.32M as of Q1 2026.
Summa Corp sold 85 iShares 7-10 Year Treasury Bond ETF shares in Q1 2026, an estimated $8.18K.
iShares 7-10 Year Treasury Bond ETF made up 0.55% of Summa Corp's portfolio in Q1 2026, its #24 holding.
Summa Corp first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2023 and has held it in 10 quarters since.
Summa Corp's iShares 7-10 Year Treasury Bond ETF position peaked at $1.34M in Q4 2025.
1,114 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2026.

Based on Summa Corp's 13F filing for Q1 2026, filed 30 Apr 2026.