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Wellington-Altus USA’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Wellington-Altus USA’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 		$461K Sell
4,830
-150
-3% -$14.2K 0.33% 67
2026
Q1 		$471K Buy
4,980
+958
+24% +$92.2K 0.28% 87
2025
Q4 		$387K Buy
+4,022
New +$389K 0.29% 76

Other funds holding IEF

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Raymond James Financial
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

Wellington-Altus USA's IEF Position: Q2 2026 in Review

Wellington-Altus USA reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 3% in Q2 2026, selling an estimated $14.2K and leaving 4,830 shares worth $461K. The position accounts for 0.33% of the portfolio, ranked #67.

Wellington-Altus USA first reported a position in IEF in Q4 2025 and has held it in 3 quarters since. The position peaked at $471K in Q1 2026. 1,142 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

  • Wellington-Altus USA held 4,830 shares of iShares 7-10 Year Treasury Bond ETF worth $461K as of Q2 2026.
  • Wellington-Altus USA sold 150 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $14.2K.
  • iShares 7-10 Year Treasury Bond ETF made up 0.33% of Wellington-Altus USA's portfolio in Q2 2026, its #67 holding.
  • Wellington-Altus USA first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Wellington-Altus USA's iShares 7-10 Year Treasury Bond ETF position peaked at $471K in Q1 2026.
  • 1,142 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Wellington-Altus USA's 13F filing for Q2 2026, filed 17 Sep 2026.