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

Tompkins Financial’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
Q3 		$40.9K Buy
+458
New +$42.4K ﹤0.01% 357
2021
Q1 		$96K Hold
850
– – 0.02% 191
2020
Q4 		$102K Hold
850
– – 0.02% 171
2020
Q3 		$104K Buy
+850
New +$104K 0.02% 181

Other funds holding IEF

EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
BWL
Beacon Wealthcare LLC Raleigh, North Carolina $315M AUM 8.23% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return
IIM
Invariant Investment Management Camp Hill, Pennsylvania $173M AUM 8.78% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
SCP
Silverleafe Capital Partners Germantown, Tennessee $351M AUM 24.63% 1-Year Est. Return
SFG
Strategic Financial Group Grand Haven, Michigan $103M AUM
PWM
Pacific Wealth Management San Diego, California $227M AUM 24.81% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

Tompkins Financial's IEF Position: Q3 2026 in Review

Tompkins Financial opened a new position in iShares 7-10 Year Treasury Bond ETF (IEF) in Q3 2026: 458 shares worth $40.9K. The stake represents ﹤0.01% of the portfolio and ranks #357 among its holdings. This is a return to the name: Tompkins Financial previously reported a position in IEF as recently as Q1 2021.

Tompkins Financial first reported a position in IEF in Q3 2020 and has held it in 4 quarters since. The position peaked at $104K in Q3 2020. 62 funds tracked by Wall St. Rank hold IEF as of Q3 2026.

  • Tompkins Financial held 458 shares of iShares 7-10 Year Treasury Bond ETF worth $40.9K as of Q3 2026.
  • iShares 7-10 Year Treasury Bond ETF was a new Tompkins Financial position in Q3 2026.
  • iShares 7-10 Year Treasury Bond ETF made up ﹤0.01% of Tompkins Financial's portfolio in Q3 2026, its #357 holding.
  • Tompkins Financial first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2020 and has held it in 4 quarters since.
  • Tompkins Financial's iShares 7-10 Year Treasury Bond ETF position peaked at $104K in Q3 2020.
  • 62 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2026.

Based on Tompkins Financial's 13F filing for Q3 2026, filed 5 Oct 2026.