TD Private Client Wealth’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

TD Private Client 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	$14.3M	Buy	150,950 +5,008	+3%	+$474K	0.26%	58
2026 Q1	$13.9M	Buy	145,942 +8,702	+6%	+$837K	0.29%	58
2025 Q4	$13.2M	Buy	137,240 +2,734	+2%	+$265K	0.28%	57
2025 Q3	$13M	Buy	134,506 +3,704	+3%	+$354K	0.29%	57
2025 Q2	$12.5M	Sell	130,802 -1,099	-0.8%	-$104K	0.31%	53
2025 Q1	$12.6M	Sell	131,901 -122	-0.1%	-$11.4K	0.35%	52
2024 Q4	$12.2M	Sell	132,023 -8,621	-6%	-$815K	0.34%	53
2024 Q3	$13.8M	Sell	140,644 -26,851	-16%	-$2.6M	0.4%	46
2024 Q2	$15.7M	Sell	167,495 -1,343	-0.8%	-$125K	0.49%	43
2024 Q1	$16M	Buy	168,838 +14,606	+9%	+$1.38M	0.52%	41
2023 Q4	$14.9M	Sell	154,232 -1,270,149	-89%	-$117M	0.54%	39
2023 Q3	$130M	Buy	1,424,381 +545,492	+62%	+$51.4M	5.65%	2
2023 Q2	$84.9M	Buy	878,889 +127,034	+17%	+$12.5M	3.67%	2
2023 Q1	$74.5M	Buy	751,855 +169,490	+29%	+$16.6M	3.34%	3
2022 Q4	$55.8M	Buy	582,365 +128,071	+28%	+$12.3M	2.64%	4
2022 Q3	$43.6M	Buy	454,294 +77,383	+21%	+$7.85M	2.23%	4
2022 Q2	$38.6M	Buy	376,911 +247,870	+192%	+$25.4M	1.88%	6
2022 Q1	$13.9M	Sell	129,041 -1,519	-1%	-$169K	0.59%	28
2021 Q4	$15M	Sell	130,560 -662	-0.5%	-$76.1K	0.62%	26
2021 Q3	$15.1M	Buy	131,222 +2,162	+2%	+$253K	0.65%	28
2021 Q2	$14.9M	Sell	129,060 -7,703	-6%	-$882K	0.64%	27
2021 Q1	$15.4M	Buy	136,763 +12,112	+10%	+$1.41M	0.72%	23
2020 Q4	$15M	Buy	124,651 +6,679	+6%	+$804K	0.76%	21
2020 Q3	$14.4M	Buy	117,972 +10,844	+10%	+$1.32M	0.8%	22
2020 Q2	$13.1M	Buy	107,128 +194	+0.2%	+$23.6K	0.76%	23
2020 Q1	$13M	Buy	106,934 +2,759	+3%	+$318K	0.93%	17
2019 Q4	$11.5M	Buy	+104,175	New	+$11.6M	0.69%	29

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

TD Private Client Wealth's IEF Position: Q2 2026 in Review

TD Private Client Wealth increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 3.4% in Q2 2026, buying an estimated $474K and bringing the position to 150,950 shares worth $14.3M. The position accounts for 0.26% of the portfolio, ranked #58.

TD Private Client Wealth first reported a position in IEF in Q4 2019 and has held it in 27 quarters since. The position peaked at $130M in Q3 2023. 1,137 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

TD Private Client Wealth held 150,950 shares of iShares 7-10 Year Treasury Bond ETF worth $14.3M as of Q2 2026.
TD Private Client Wealth bought 5,008 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $474K.
iShares 7-10 Year Treasury Bond ETF made up 0.26% of TD Private Client Wealth's portfolio in Q2 2026, its #58 holding.
TD Private Client Wealth first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2019 and has held it in 27 quarters since.
TD Private Client Wealth's iShares 7-10 Year Treasury Bond ETF position peaked at $130M in Q3 2023.
1,137 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on TD Private Client Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.