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 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 $295B AUM 31.6% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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: Q1 2026 in Review

Townsend Asset Management held its iShares 7-10 Year Treasury Bond ETF (IEF) position steady in Q1 2026 at 91 shares worth $8.69K. The position accounts for ﹤0.01% of the portfolio, ranked #170.

Townsend Asset Management first reported a position in IEF in Q4 2022 and has held it in 8 quarters since. The position peaked at $30.2K in Q1 2023. 1,115 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

Townsend Asset Management held 91 shares of iShares 7-10 Year Treasury Bond ETF worth $8.69K as of Q1 2026.
Townsend Asset Management left its iShares 7-10 Year Treasury Bond ETF share count unchanged in Q1 2026.
iShares 7-10 Year Treasury Bond ETF made up ﹤0.01% of Townsend Asset Management's portfolio in Q1 2026, its #170 holding.
Townsend Asset Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2022 and has held it in 8 quarters since.
Townsend Asset Management's iShares 7-10 Year Treasury Bond ETF position peaked at $30.2K in Q1 2023.
1,115 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2026.

Based on Townsend Asset Management's 13F filing for Q1 2026, filed 6 May 2026.