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Titleist Asset Management’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Titleist Asset Management’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 		$18.8M Buy
198,568
+1,706
+0.9% +$161K 1.26% 19
2026
Q1 		$18.8M Buy
196,862
+21,724
+12% +$2.09M 1.42% 17
2025
Q4 		$16.8M Buy
175,138
+23,845
+16% +$2.31M 1.36% 18
2025
Q3 		$14.6M Buy
151,293
+8,363
+6% +$800K 1.27% 20
2025
Q2 		$13.7M Buy
142,930
+95,349
+200% +$9.02M 1.36% 18
2025
Q1 		$4.54M Buy
47,581
+14,226
+43% +$1.33M 0.52% 48
2024
Q4 		$3.08M Buy
33,355
+28,078
+532% +$2.65M 0.35% 67
2024
Q3 		$518K Buy
5,277
+2,623
+99% +$254K 0.07% 167
2024
Q2 		$249K Buy
+2,654
New +$247K 0.04% 236

Other funds holding IEF

BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
PC
Peavine Capital Reno, Nevada $472M AUM 9.2% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MSCM
McElhenny Sheffield Capital Management Dallas, Texas $404M AUM 19.8% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
GG
Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
M
MATAURO New York $756M AUM 20.74% 1-Year Est. Return

Titleist Asset Management's IEF Position: Q2 2026 in Review

Titleist Asset Management increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 0.87% in Q2 2026, buying an estimated $161K and bringing the position to 198,568 shares worth $18.8M. The position accounts for 1.26% of the portfolio, ranked #19.

Titleist Asset Management first reported a position in IEF in Q2 2024 and has held it in 9 quarters since. The position peaked at $18.8M in Q1 2026. 372 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

  • Titleist Asset Management held 198,568 shares of iShares 7-10 Year Treasury Bond ETF worth $18.8M as of Q2 2026.
  • Titleist Asset Management bought 1,706 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $161K.
  • iShares 7-10 Year Treasury Bond ETF made up 1.26% of Titleist Asset Management's portfolio in Q2 2026, its #19 holding.
  • Titleist Asset Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2024 and has held it in 9 quarters since.
  • Titleist Asset Management's iShares 7-10 Year Treasury Bond ETF position peaked at $18.8M in Q1 2026.
  • 372 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Titleist Asset Management's 13F filing for Q2 2026, filed 20 Jul 2026.