Twin Focus Capital Partners’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Twin Focus Capital Partners’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	$2.35M	Buy	24,839 +1,655	+7%	+$157K	0.24%	60
2026 Q1	$2.21M	Buy	23,184 +17,496	+308%	+$1.68M	0.25%	61
2025 Q4	$547K	Buy	5,688 +2,782	+96%	+$269K	0.06%	124
2025 Q3	$280K	Buy	2,906 +299	+11%	+$28.6K	0.04%	157
2025 Q2	$250K	Buy	+2,607	New	+$247K	0.04%	148
2023 Q1	–	Sell	-3,226	Closed	-$309K	–	222
2022 Q4	$309K	Sell	3,226 -6,069	-65%	-$583K	0.06%	157
2022 Q3	$892K	Buy	9,295 +191	+2%	+$19.4K	0.21%	64
2022 Q2	$931K	Hold	9,104	–	–	0.21%	66
2022 Q1	$978K	Buy	9,104 +1,100	+14%	+$122K	0.19%	69
2021 Q4	$920K	Sell	8,004 -100	-1%	-$11.5K	0.18%	66
2021 Q3	$934K	Sell	8,104 -1,823	-18%	-$213K	0.22%	62
2021 Q2	$1.15M	Buy	9,927 +650	+7%	+$74.4K	0.27%	58
2021 Q1	$1.05M	Buy	9,277 +675	+8%	+$78.6K	0.3%	54
2020 Q4	$1.03M	Buy	8,602 +198	+2%	+$23.8K	0.32%	51
2020 Q3	$1.02M	Buy	8,404 +525	+7%	+$64K	0.37%	52
2020 Q2	$960K	Buy	7,879 +356	+5%	+$43.3K	0.39%	48
2020 Q1	$914K	Sell	7,523 -453	-6%	-$52.1K	0.42%	46
2019 Q4	$879K	Buy	7,976 +3,893	+95%	+$434K	0.28%	62
2019 Q3	$459K	Sell	4,083 -3,243	-44%	-$362K	0.18%	84
2019 Q2	$806K	Buy	7,326 +236	+3%	+$25.3K	0.34%	51
2019 Q1	$756K	Sell	7,090 -334	-4%	-$34.9K	0.35%	48
2018 Q4	$774K	Sell	7,424 -5	-0.1%	-$506	0.35%	47
2018 Q3	$752K	Sell	7,429 -92	-1%	-$9.38K	0.39%	43
2018 Q2	$771K	Sell	7,521 -173	-2%	-$17.6K	0.39%	45
2018 Q1	$794K	Buy	7,694 +1	+0%	+$103	0.39%	47
2017 Q4	$812K	Sell	7,693 -914	-11%	-$96.9K	0.41%	43
2017 Q3	$917K	Buy	8,607 +1	+0%	+$107	0.47%	44
2017 Q2	$917K	Sell	8,606 -1,151	-12%	-$123K	0.5%	43
2017 Q1	$1.03M	Buy	9,757 +1,318	+16%	+$138K	0.62%	33
2016 Q4	$885K	Buy	8,439 +10	+0.1%	+$1.07K	0.58%	38
2016 Q3	$943K	Sell	8,429 -55	-0.6%	-$6.16K	0.65%	35
2016 Q2	$958K	Buy	8,484 +2,007	+31%	+$222K	0.76%	33
2016 Q1	$715K	Buy	6,477 +1,789	+38%	+$195K	0.68%	37
2015 Q4	$495K	Buy	+4,688	New	+$500K	0.5%	45

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

Twin Focus Capital Partners's IEF Position: Q2 2026 in Review

Twin Focus Capital Partners increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 7.1% in Q2 2026, buying an estimated $157K and bringing the position to 24,839 shares worth $2.35M. The position accounts for 0.24% of the portfolio, ranked #60.

Twin Focus Capital Partners first reported a position in IEF in Q4 2015 and has held it in 34 quarters since. 1,136 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Twin Focus Capital Partners held 24,839 shares of iShares 7-10 Year Treasury Bond ETF worth $2.35M as of Q2 2026.
Twin Focus Capital Partners bought 1,655 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $157K.
iShares 7-10 Year Treasury Bond ETF made up 0.24% of Twin Focus Capital Partners's portfolio in Q2 2026, its #60 holding.
Twin Focus Capital Partners first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2015 and has held it in 34 quarters since.
1,136 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Twin Focus Capital Partners's 13F filing for Q2 2026, filed 28 Jul 2026.