Webster Bank’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Webster Bank’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	$95.8K	Hold	1,013	–	–	0.01%	304
2026 Q1	$96.7K	Hold	1,013	–	–	0.01%	303
2025 Q4	$97.4K	Hold	1,013	–	–	0.01%	281
2025 Q3	$97.7K	Hold	1,013	–	–	0.01%	287
2025 Q2	$97K	Hold	1,013	–	–	0.01%	283
2025 Q1	$96.6K	Sell	1,013 -92	-8%	-$8.61K	0.01%	282
2024 Q4	$102K	Hold	1,105	–	–	0.01%	280
2024 Q3	$108K	Buy	1,105 +327	+42%	+$31.6K	0.01%	280
2024 Q2	$72.9K	Buy	778 +92	+13%	+$8.55K	0.01%	307
2024 Q1	$64.9K	Hold	686	–	–	0.01%	312
2023 Q4	$66.1K	Hold	686	–	–	0.01%	307
2023 Q3	$62.8K	Hold	686	–	–	0.01%	292
2023 Q2	$66.3K	Hold	686	–	–	0.01%	290
2023 Q1	$68K	Hold	686	–	–	0.01%	295
2022 Q4	$66K	Buy	686 +125	+22%	+$12K	0.01%	296
2022 Q3	$54K	Sell	561 -169	-23%	-$17.1K	0.01%	304
2022 Q2	$75K	Hold	730	–	–	0.01%	273
2022 Q1	$78K	Hold	730	–	–	0.01%	283
2021 Q4	$84K	Hold	730	–	–	0.01%	289
2021 Q3	$84K	Hold	730	–	–	0.01%	268
2021 Q2	$84K	Hold	730	–	–	0.01%	275
2021 Q1	$82K	Hold	730	–	–	0.01%	288
2020 Q4	$88K	Hold	730	–	–	0.01%	270
2020 Q3	$89K	Hold	730	–	–	0.01%	252
2020 Q2	$89K	Buy	730 +255	+54%	+$31K	0.01%	238
2020 Q1	$58K	Hold	475	–	–	0.01%	264
2019 Q4	$52K	Hold	475	–	–	0.01%	316
2019 Q3	$53K	Hold	475	–	–	0.01%	307
2019 Q2	$52K	Hold	475	–	–	0.01%	304
2019 Q1	$51K	Hold	475	–	–	0.01%	299
2018 Q4	$49K	Hold	475	–	–	0.01%	292
2018 Q3	$48K	Hold	475	–	–	0.01%	329
2018 Q2	$49K	Hold	475	–	–	0.01%	325
2018 Q1	$49K	Hold	475	–	–	0.01%	333
2017 Q4	$50K	Sell	475 -195	-29%	-$20.7K	0.01%	360
2017 Q3	$71K	Hold	670	–	–	0.01%	318
2017 Q2	$71K	Hold	670	–	–	0.01%	322
2017 Q1	$71K	Hold	670	–	–	0.01%	329
2016 Q4	$70K	Buy	+670	New	+$72K	0.01%	314
2016 Q1	–	Sell	-6,338	Closed	-$669K	–	211
2015 Q4	$669K	Buy	6,338 +92	+1%	+$9.81K	0.11%	134
2015 Q3	$674K	Sell	6,246 -5,811	-48%	-$617K	0.12%	116
2015 Q2	$1.27M	Buy	12,057 +815	+7%	+$86.8K	0.21%	98
2015 Q1	$1.22M	Buy	11,242 +1,613	+17%	+$174K	0.2%	99
2014 Q4	$1.02M	Buy	+9,629	New	+$1.02M	0.17%	104

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

Webster Bank's IEF Position: Q2 2026 in Review

Webster Bank held its iShares 7-10 Year Treasury Bond ETF (IEF) position steady in Q2 2026 at 1,013 shares worth $95.8K. The position accounts for 0.01% of the portfolio, ranked #304.

Webster Bank first reported a position in IEF in Q4 2014 and has held it in 44 quarters since. The position peaked at $1.27M in Q2 2015. 1,136 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Webster Bank held 1,013 shares of iShares 7-10 Year Treasury Bond ETF worth $95.8K as of Q2 2026.
Webster Bank 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 Webster Bank's portfolio in Q2 2026, its #304 holding.
Webster Bank first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2014 and has held it in 44 quarters since.
Webster Bank's iShares 7-10 Year Treasury Bond ETF position peaked at $1.27M in Q2 2015.
1,136 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Webster Bank's 13F filing for Q2 2026, filed 20 Jul 2026.