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 Q2	$1.31M	Hold	13,827	–	–	0.41%	27
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 $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

Summa Corp's IEF Position: Q2 2026 in Review

Summa Corp held its iShares 7-10 Year Treasury Bond ETF (IEF) position steady in Q2 2026 at 13,827 shares worth $1.31M. The position accounts for 0.41% of the portfolio, ranked #27.

Summa Corp first reported a position in IEF in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.34M in Q4 2025. 1,138 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Summa Corp held 13,827 shares of iShares 7-10 Year Treasury Bond ETF worth $1.31M as of Q2 2026.
Summa Corp left its iShares 7-10 Year Treasury Bond ETF share count unchanged in Q2 2026.
iShares 7-10 Year Treasury Bond ETF made up 0.41% of Summa Corp's portfolio in Q2 2026, its #27 holding.
Summa Corp first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2023 and has held it in 11 quarters since.
Summa Corp's iShares 7-10 Year Treasury Bond ETF position peaked at $1.34M in Q4 2025.
1,138 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Summa Corp's 13F filing for Q2 2026, filed 6 Aug 2026.