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

Summit Financial’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 		$8.71M Sell
91,225
-13,348
-13% -$1.28M 0.11% 179
2025
Q4 		$10.1M Sell
104,573
-488
-0.5% -$47.2K 0.15% 129
2025
Q3 		$10.1M Sell
105,061
-4,762
-4% -$455K 0.15% 123
2025
Q2 		$10.5M Sell
109,823
-49,445
-31% -$4.68M 0.24% 79
2025
Q1 		$15.2M Buy
159,268
+72,799
+84% +$6.81M 0.43% 42
2024
Q4 		$7.99M Sell
86,469
-8,544
-9% -$807K 0.28% 64
2024
Q3 		$9.32M Buy
95,013
+1,293
+1% +$125K 0.37% 50
2024
Q2 		$8.78M Buy
93,720
+58,842
+169% +$5.47M 0.4% 39
2024
Q1 		$3.3M Buy
34,878
+1,130
+3% +$107K 0.2% 68
2023
Q4 		$3.25M Sell
33,748
-1,368
-4% -$127K 0.21% 64
2023
Q3 		$3.22M Buy
35,116
+382
+1% +$36K 0.24% 62
2023
Q2 		$3.36M Buy
34,734
+31,849
+1,104% +$3.13M 0.24% 58
2023
Q1 		$286K Sell
2,885
-265
-8% -$25.9K 0.03% 214
2022
Q4 		$302K Sell
3,150
-254
-7% -$24.4K 0.03% 208
2022
Q3 		$327K Buy
+3,404
New +$345K 0.03% 208

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 $9.54B AUM 19.86% 1-Year Est. Return

Summit Financial's IEF Position: Q1 2026 in Review

Summit Financial reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 13% in Q1 2026, selling an estimated $1.28M and leaving 91,225 shares worth $8.71M. The position accounts for 0.11% of the portfolio, ranked #179.

Summit Financial first reported a position in IEF in Q3 2022 and has held it in 15 quarters since. The position peaked at $15.2M in Q1 2025. 1,115 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

  • Summit Financial held 91,225 shares of iShares 7-10 Year Treasury Bond ETF worth $8.71M as of Q1 2026.
  • Summit Financial sold 13,348 iShares 7-10 Year Treasury Bond ETF shares in Q1 2026, an estimated $1.28M.
  • iShares 7-10 Year Treasury Bond ETF made up 0.11% of Summit Financial's portfolio in Q1 2026, its #179 holding.
  • Summit Financial first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2022 and has held it in 15 quarters since.
  • Summit Financial's iShares 7-10 Year Treasury Bond ETF position peaked at $15.2M in Q1 2025.
  • 1,115 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.