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Sunbelt Securities’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Sunbelt Securities’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 		$22.5K Buy
236
+104
+79% +$10K ﹤0.01% 1257
2025
Q4 		$12.7K Sell
132
-1,286
-91% -$124K ﹤0.01% 1386
2025
Q3 		$137K Buy
1,418
+1,117
+371% +$107K 0.01% 744
2025
Q2 		$27.8K Sell
301
-1
-0.3% -$95 ﹤0.01% 1084
2025
Q1 		$28.8K Buy
302
+1
+0.3% +$94 ﹤0.01% 1036
2024
Q4 		$27.9K Sell
301
-2,258
-88% -$213K ﹤0.01% 1084
2024
Q3 		$251K Buy
2,559
+982
+62% +$94.9K 0.02% 534
2024
Q2 		$148K Sell
1,577
-175
-10% -$16.3K 0.02% 643
2024
Q1 		$166K Sell
1,752
-15
-0.8% -$1.42K 0.02% 586
2023
Q4 		$170K Sell
1,767
-2,250
-56% -$208K 0.02% 540
2023
Q3 		$368K Sell
4,017
-5,339
-57% -$504K 0.05% 355
2023
Q2 		$904K Buy
9,356
+5,488
+142% +$539K 0.13% 171
2023
Q1 		$381K Sell
3,868
-2,995
-44% -$293K 0.06% 308
2022
Q4 		$657K Sell
6,863
-328
-5% -$31.5K 0.13% 194
2022
Q3 		$690K Buy
7,191
+1,272
+21% +$129K 0.15% 176
2022
Q2 		$605K Buy
5,919
+1,171
+25% +$120K 0.13% 208
2022
Q1 		$509K Sell
4,748
-2,314
-33% -$257K 0.09% 248
2021
Q4 		$783K Buy
+7,062
New +$812K 0.13% 189
2019
Q4 		– Sell
-2,163
Closed -$243K – 631
2019
Q3 		$243K Buy
+2,163
New +$241K 0.03% 470

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

Sunbelt Securities's IEF Position: Q1 2026 in Review

Sunbelt Securities increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 79% in Q1 2026, buying an estimated $10K and bringing the position to 236 shares worth $22.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1257.

Sunbelt Securities first reported a position in IEF in Q3 2019 and has held it in 19 quarters since. The position peaked at $904K in Q2 2023. 1,115 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

  • Sunbelt Securities held 236 shares of iShares 7-10 Year Treasury Bond ETF worth $22.5K as of Q1 2026.
  • Sunbelt Securities bought 104 iShares 7-10 Year Treasury Bond ETF shares in Q1 2026, an estimated $10K.
  • iShares 7-10 Year Treasury Bond ETF made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #1257 holding.
  • Sunbelt Securities first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2019 and has held it in 19 quarters since.
  • Sunbelt Securities's iShares 7-10 Year Treasury Bond ETF position peaked at $904K in Q2 2023.
  • 1,115 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.