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SVB Wealth’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

SVB Wealth’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 		$350K Buy
3,701
+2
+0.1% +$189 0.02% 305
2026
Q1 		$353K Buy
+3,699
New +$356K 0.02% 306
2025
Q3 		– Sell
-2,311
Closed -$221K – 415
2025
Q2 		$221K Buy
+2,311
New +$219K 0.01% 396
2024
Q3 		– Sell
-2,924
Closed -$274K – 290
2024
Q2 		$274K Sell
2,924
-88
-3% -$8.18K 0.01% 585
2024
Q1 		$285K Hold
3,012
– – 0.01% 652
2023
Q4 		$290K Buy
3,012
+88
+3% +$8.14K 0.01% 641
2023
Q3 		$268K Hold
2,924
– – 0.01% 651
2023
Q2 		$282K Sell
2,924
-257
-8% -$25.3K 0.01% 699
2023
Q1 		$315K Sell
3,181
-1,798
-36% -$176K ﹤0.01% 696
2022
Q4 		$477K Buy
4,979
+511
+11% +$49.1K 0.01% 576
2022
Q3 		$428K Sell
4,468
-601
-12% -$61K 0.01% 565
2022
Q2 		$519K Buy
5,069
+1,186
+31% +$122K 0.01% 438
2022
Q1 		$417K Buy
3,883
+243
+7% +$27K 0.01% 485
2021
Q4 		$419K Sell
3,640
-913
-20% -$105K 0.01% 489
2021
Q3 		$525K Buy
4,553
+113
+3% +$13.2K 0.01% 584
2021
Q2 		$513K Buy
4,440
+63
+1% +$7.21K 0.01% 567
2021
Q1 		$493K Sell
4,377
-360
-8% -$41.9K 0.01% 525
2020
Q4 		$568K Buy
4,737
+1,132
+31% +$136K 0.01% 439
2020
Q3 		$439K Buy
3,605
+344
+11% +$42K 0.01% 443
2020
Q2 		$397K Buy
3,261
+3,250
+29,545% +$395K 0.01% 406
2020
Q1 		$1K Sell
11
-3,555
-100% -$409K ﹤0.01% 583
2019
Q4 		$393K Buy
+3,566
New +$398K 0.01% 459

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

SVB Wealth's IEF Position: Q2 2026 in Review

SVB Wealth increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 0.05% in Q2 2026, buying an estimated $189 and bringing the position to 3,701 shares worth $350K. The position accounts for 0.02% of the portfolio, ranked #305.

SVB Wealth first reported a position in IEF in Q4 2019 and has held it in 22 quarters since. The position peaked at $568K in Q4 2020. 1,136 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

  • SVB Wealth held 3,701 shares of iShares 7-10 Year Treasury Bond ETF worth $350K as of Q2 2026.
  • SVB Wealth bought 2 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $189.
  • iShares 7-10 Year Treasury Bond ETF made up 0.02% of SVB Wealth's portfolio in Q2 2026, its #305 holding.
  • SVB Wealth first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2019 and has held it in 22 quarters since.
  • SVB Wealth's iShares 7-10 Year Treasury Bond ETF position peaked at $568K in Q4 2020.
  • 1,136 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on SVB Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.