Welch & Forbes’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Welch & Forbes’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	$228K	Sell	2,416 -135	-5%	-$12.8K	﹤0.01%	368
2026 Q1	$243K	Hold	2,551	–	–	﹤0.01%	344
2025 Q4	$245K	Sell	2,551 -14	-0.5%	-$1.35K	﹤0.01%	350
2025 Q3	$247K	Hold	2,565	–	–	﹤0.01%	353
2025 Q2	$246K	Sell	2,565 -597	-19%	-$56.4K	﹤0.01%	353
2025 Q1	$302K	Hold	3,162	–	–	﹤0.01%	318
2024 Q4	$292K	Hold	3,162	–	–	﹤0.01%	330
2024 Q3	$310K	Buy	+3,162	New	+$306K	﹤0.01%	332
2022 Q1	–	Sell	-2,338	Closed	-$270K	–	403
2021 Q4	$270K	Buy	+2,338	New	+$269K	﹤0.01%	351

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

Welch & Forbes's IEF Position: Q2 2026 in Review

Welch & Forbes reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 5.3% in Q2 2026, selling an estimated $12.8K and leaving 2,416 shares worth $228K. The position accounts for ﹤0.01% of the portfolio, ranked #368.

Welch & Forbes first reported a position in IEF in Q4 2021 and has held it in 9 quarters since. The position peaked at $310K in Q3 2024. 1,136 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Welch & Forbes held 2,416 shares of iShares 7-10 Year Treasury Bond ETF worth $228K as of Q2 2026.
Welch & Forbes sold 135 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $12.8K.
iShares 7-10 Year Treasury Bond ETF made up ﹤0.01% of Welch & Forbes's portfolio in Q2 2026, its #368 holding.
Welch & Forbes first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2021 and has held it in 9 quarters since.
Welch & Forbes's iShares 7-10 Year Treasury Bond ETF position peaked at $310K in Q3 2024.
1,136 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Welch & Forbes's 13F filing for Q2 2026, filed 30 Jul 2026.