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

Summit Global Investments’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 		$36.5M Buy
385,680
+39,188
+11% +$3.71M 1.99% 7
2026
Q1 		$33.1M Buy
346,492
+286,405
+477% +$27.6M 1.95% 7
2025
Q4 		$5.78M Buy
60,087
+1,359
+2% +$132K 0.34% 37
2025
Q3 		$5.67M Buy
58,728
+1,185
+2% +$113K 0.33% 49
2025
Q2 		$5.51M Buy
57,543
+992
+2% +$93.8K 0.33% 55
2025
Q1 		$5.39M Buy
56,551
+46,254
+449% +$4.33M 0.39% 43
2024
Q4 		$952K Buy
10,297
+542
+6% +$51.2K 0.06% 224
2024
Q3 		$957K Buy
9,755
+2,798
+40% +$270K 0.06% 245
2024
Q2 		$652K Buy
6,957
+1,670
+32% +$155K 0.04% 302
2024
Q1 		$501K Buy
5,287
+1,409
+36% +$134K 0.04% 329
2023
Q4 		$374K Buy
3,878
+956
+33% +$88.4K 0.02% 388
2023
Q3 		$268K Buy
+2,922
New +$276K 0.02% 442

Other funds holding IEF

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Raymond James Financial
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 Global Investments's IEF Position: Q2 2026 in Review

Summit Global Investments increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 11% in Q2 2026, buying an estimated $3.71M and bringing the position to 385,680 shares worth $36.5M. The position accounts for 1.99% of the portfolio, ranked #7.

Summit Global Investments first reported a position in IEF in Q3 2023 and has held it in 12 quarters since. 1,136 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

  • Summit Global Investments held 385,680 shares of iShares 7-10 Year Treasury Bond ETF worth $36.5M as of Q2 2026.
  • Summit Global Investments bought 39,188 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $3.71M.
  • iShares 7-10 Year Treasury Bond ETF made up 1.99% of Summit Global Investments's portfolio in Q2 2026, its #7 holding.
  • Summit Global Investments first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2023 and has held it in 12 quarters since.
  • 1,136 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Summit Global Investments's 13F filing for Q2 2026, filed 3 Aug 2026.