Union Bancaire Privee’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Union Bancaire Privee’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	$994K	Hold	10,457	–	–	0.01%	298
2026 Q1	$996K	Hold	10,457	–	–	0.01%	295
2025 Q4	$1.01M	Buy	+10,457	New	+$1.01M	0.01%	297
2025 Q3	–	Sell	-1,000	Closed	-$76.3K	–	510
2025 Q2	$76.3K	Hold	1,000	–	–	﹤0.01%	410
2025 Q1	$83.8K	Hold	1,000	–	–	﹤0.01%	420
2024 Q4	$84K	Buy	+1,000	New	+$94.5K	﹤0.01%	465

Other funds holding IEF

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return

Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

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

Union Bancaire Privee's IEF Position: Q2 2026 in Review

Union Bancaire Privee held its iShares 7-10 Year Treasury Bond ETF (IEF) position steady in Q2 2026 at 10,457 shares worth $994K. The position accounts for 0.01% of the portfolio, ranked #298.

Union Bancaire Privee first reported a position in IEF in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.01M in Q4 2025. 542 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Union Bancaire Privee held 10,457 shares of iShares 7-10 Year Treasury Bond ETF worth $994K as of Q2 2026.
Union Bancaire Privee 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 Union Bancaire Privee's portfolio in Q2 2026, its #298 holding.
Union Bancaire Privee first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2024 and has held it in 6 quarters since.
Union Bancaire Privee's iShares 7-10 Year Treasury Bond ETF position peaked at $1.01M in Q4 2025.
542 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Union Bancaire Privee's 13F filing for Q2 2026, filed 16 Jul 2026.