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

Townsend 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	$8.61K	Hold	91	–	–	﹤0.01%	179
2026 Q1	$8.69K	Hold	91	–	–	﹤0.01%	170
2025 Q4	$8.75K	Buy	+91	New	+$8.81K	﹤0.01%	154
2024 Q2	–	Sell	-305	Closed	-$28.9K	–	200
2024 Q1	$28.9K	Hold	305	–	–	0.01%	164
2023 Q4	$29.4K	Hold	305	–	–	0.01%	155
2023 Q3	$27.9K	Hold	305	–	–	0.01%	153
2023 Q2	$29.5K	Hold	305	–	–	0.01%	162
2023 Q1	$30.2K	Hold	305	–	–	0.02%	164
2022 Q4	$29.2K	Buy	+305	New	+$29.3K	0.01%	168

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

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

Townsend Asset Management held its iShares 7-10 Year Treasury Bond ETF (IEF) position steady in Q2 2026 at 91 shares worth $8.61K. The position accounts for ﹤0.01% of the portfolio, ranked #179.

Townsend Asset Management first reported a position in IEF in Q4 2022 and has held it in 9 quarters since. The position peaked at $30.2K in Q1 2023. 1,141 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Townsend Asset Management held 91 shares of iShares 7-10 Year Treasury Bond ETF worth $8.61K as of Q2 2026.
Townsend Asset Management left its iShares 7-10 Year Treasury Bond ETF share count unchanged in Q2 2026.
iShares 7-10 Year Treasury Bond ETF made up ﹤0.01% of Townsend Asset Management's portfolio in Q2 2026, its #179 holding.
Townsend Asset Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2022 and has held it in 9 quarters since.
Townsend Asset Management's iShares 7-10 Year Treasury Bond ETF position peaked at $30.2K in Q1 2023.
1,141 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Townsend Asset Management's 13F filing for Q2 2026, filed 24 Jul 2026.