Vestmark Advisory Solutions’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Vestmark Advisory Solutions’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	$10.2M	Buy	107,200 +77,034	+255%	+$7.41M	0.11%	193
2025 Q4	$2.9M	Buy	30,166 +9,725	+48%	+$941K	0.04%	468
2025 Q3	$1.97M	Buy	20,441 +17,329	+557%	+$1.66M	0.04%	413
2025 Q2	$298K	Buy	+3,112	New	+$294K	﹤0.01%	700
2024 Q3	–	Sell	-7,639	Closed	-$715K	–	567
2024 Q2	$715K	Buy	7,639 +190	+3%	+$17.7K	0.03%	354
2024 Q1	$705K	Buy	7,449 +29	+0.4%	+$2.75K	0.03%	350
2023 Q4	$715K	Buy	+7,420	New	+$686K	0.04%	312
2023 Q3	–	Sell	-47,883	Closed	-$4.63M	–	636
2023 Q2	$4.63M	Sell	47,883 -76,996	-62%	-$7.57M	0.18%	148
2023 Q1	$12.4M	Buy	124,879 +104,455	+511%	+$10.2M	0.54%	31
2022 Q4	$1.96M	Sell	20,424 -809	-4%	-$77.7K	0.1%	284
2022 Q3	$2.04M	Buy	21,233 +1,167	+6%	+$118K	0.11%	251
2022 Q2	$2.05M	Buy	20,066 +1,343	+7%	+$138K	0.12%	235
2022 Q1	$2.01M	Buy	18,723 +2,912	+18%	+$323K	0.11%	236
2021 Q4	$1.82M	Sell	15,811 -159	-1%	-$18.3K	0.1%	246
2021 Q3	$1.84M	Buy	15,970 +738	+5%	+$86.3K	0.12%	211
2021 Q2	$1.76M	Sell	15,232 -2,072	-12%	-$237K	0.13%	214
2021 Q1	$1.95M	Buy	17,304 +1,618	+10%	+$189K	0.17%	160
2020 Q4	$1.88M	Sell	15,686 -1,415	-8%	-$170K	0.21%	134
2020 Q3	$2.08M	Buy	17,101 +6,747	+65%	+$823K	0.28%	103
2020 Q2	$1.26M	Buy	10,354 +1,259	+14%	+$153K	0.2%	147
2020 Q1	$1.1M	Buy	+9,095	New	+$1.05M	0.22%	148
2019 Q4	–	Sell	-5,002	Closed	-$563K	–	382
2019 Q3	$563K	Sell	5,002 -1,983	-28%	-$221K	0.09%	266
2019 Q2	$768K	Buy	6,985 +1,078	+18%	+$116K	0.13%	205
2019 Q1	$630K	Buy	+5,907	New	+$618K	0.11%	238

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

Vestmark Advisory Solutions's IEF Position: Q1 2026 in Review

Vestmark Advisory Solutions increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 255% in Q1 2026, buying an estimated $7.41M and bringing the position to 107,200 shares worth $10.2M. The position accounts for 0.11% of the portfolio, ranked #193.

Vestmark Advisory Solutions first reported a position in IEF in Q1 2019 and has held it in 24 quarters since. The position peaked at $12.4M in Q1 2023. 1,115 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

Vestmark Advisory Solutions held 107,200 shares of iShares 7-10 Year Treasury Bond ETF worth $10.2M as of Q1 2026.
Vestmark Advisory Solutions bought 77,034 iShares 7-10 Year Treasury Bond ETF shares in Q1 2026, an estimated $7.41M.
iShares 7-10 Year Treasury Bond ETF made up 0.11% of Vestmark Advisory Solutions's portfolio in Q1 2026, its #193 holding.
Vestmark Advisory Solutions first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2019 and has held it in 24 quarters since.
Vestmark Advisory Solutions's iShares 7-10 Year Treasury Bond ETF position peaked at $12.4M 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 Vestmark Advisory Solutions's 13F filing for Q1 2026, filed 15 May 2026.