Summit Asset Management’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Summit Asset Management’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	$8.78M	Sell	92,840 -1,847	-2%	-$175K	1.13%	22
2026 Q1	$9.04M	Sell	94,687 -2,547	-3%	-$245K	1.26%	20
2025 Q4	$9.35M	Sell	97,234 -104,983	-52%	-$10.2M	1.32%	20
2025 Q3	$19.5M	Buy	202,217 +10,426	+5%	+$997K	3%	9
2025 Q2	$18.4M	Buy	191,791 +3,467	+2%	+$328K	2.99%	10
2025 Q1	$18M	Buy	188,324 +6,236	+3%	+$583K	3.11%	9
2024 Q4	$16.8M	Buy	182,088 +1,694	+0.9%	+$160K	2.96%	10
2024 Q3	$17.7M	Buy	180,394 +17,173	+11%	+$1.66M	3.32%	10
2024 Q2	$15.3M	Buy	163,221 +10,616	+7%	+$986K	3.16%	10
2024 Q1	$14.4M	Buy	152,605 +15,295	+11%	+$1.45M	3.1%	13
2023 Q4	$13.2M	Buy	137,310 +133,310	+3,333%	+$12.3M	3.17%	13
2023 Q3	$366K	Hold	4,000	–	–	0.1%	101
2023 Q2	$386K	Buy	+4,000	New	+$393K	0.1%	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

Summit Asset Management's IEF Position: Q2 2026 in Review

Summit Asset Management reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 2% in Q2 2026, selling an estimated $175K and leaving 92,840 shares worth $8.78M. The position accounts for 1.13% of the portfolio, ranked #22.

Summit Asset Management first reported a position in IEF in Q2 2023 and has held it in 13 quarters since. The position peaked at $19.5M in Q3 2025. 1,138 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Summit Asset Management held 92,840 shares of iShares 7-10 Year Treasury Bond ETF worth $8.78M as of Q2 2026.
Summit Asset Management sold 1,847 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $175K.
iShares 7-10 Year Treasury Bond ETF made up 1.13% of Summit Asset Management's portfolio in Q2 2026, its #22 holding.
Summit Asset Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2023 and has held it in 13 quarters since.
Summit Asset Management's iShares 7-10 Year Treasury Bond ETF position peaked at $19.5M in Q3 2025.
1,138 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Summit Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.