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

Tidemark’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 		– Sell
-71
Closed -$6.83K – 911
2025
Q4 		$6.83K Hold
71
– – ﹤0.01% 465
2025
Q3 		$6.85K Hold
71
– – ﹤0.01% 493
2025
Q2 		$6.8K Hold
71
– – ﹤0.01% 488
2025
Q1 		$6.77K Hold
71
– – ﹤0.01% 475
2024
Q4 		$6.56K Hold
71
– – ﹤0.01% 483
2024
Q3 		$6.97K Hold
71
– – ﹤0.01% 465
2024
Q2 		$6.65K Sell
71
-345
-83% -$32.1K ﹤0.01% 446
2024
Q1 		$39.4K Hold
416
– – 0.02% 264
2023
Q4 		$40.1K Buy
+416
New +$38.5K 0.03% 254

Other funds holding IEF

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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

Tidemark's IEF Position: Q1 2026 in Review

Tidemark sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q1 2026, closing a stake of 71 shares — an estimated $6.83K sold.

Tidemark first reported a position in IEF in Q4 2023 and held it in 9 quarters. The position peaked at $40.1K in Q4 2023. 1,120 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

  • Tidemark reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Tidemark sold 71 iShares 7-10 Year Treasury Bond ETF shares in Q1 2026, an estimated $6.83K.
  • Tidemark first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2023 and held it in 9 quarters.
  • Tidemark's iShares 7-10 Year Treasury Bond ETF position peaked at $40.1K in Q4 2023.
  • 1,120 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2026.

Based on Tidemark's 13F filing for Q1 2026, filed 7 May 2026.