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WestEnd Advisors’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

WestEnd Advisors’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 		$74.4M Buy
779,648
+22,570
+3% +$2.17M 1.8% 16
2025
Q4 		$72.8M Buy
757,078
+5,912
+0.8% +$572K 1.7% 17
2025
Q3 		$72.5M Buy
751,166
+91,530
+14% +$8.75M 1.69% 15
2025
Q2 		$63.2M Sell
659,636
-79,337
-11% -$7.5M 1.57% 14
2025
Q1 		$70.5M Sell
738,973
-17,422
-2% -$1.63M 1.87% 13
2024
Q4 		$69.9M Sell
756,395
-379,071
-33% -$35.8M 1.78% 13
2024
Q3 		$111M Sell
1,135,466
-59,197
-5% -$5.72M 2.73% 10
2024
Q2 		$112M Sell
1,194,663
-9,788
-0.8% -$909K 2.89% 10
2024
Q1 		$114M Buy
1,204,451
+354,277
+42% +$33.6M 2.95% 10
2023
Q4 		$81.9M Buy
850,174
+511,465
+151% +$47.3M 2.25% 10
2023
Q3 		$31M Buy
338,709
+2,643
+0.8% +$249K 0.93% 32
2023
Q2 		$32.5M Buy
+336,066
New +$33M 0.96% 28
2020
Q4 		– Sell
-175
Closed -$21.3K – 56
2020
Q3 		$21.3K Buy
175
+8
+5% +$976 ﹤0.01% 48
2020
Q2 		$20.4K Buy
167
+39
+30% +$4.74K ﹤0.01% 48
2020
Q1 		$15.5K Buy
128
+43
+51% +$4.95K ﹤0.01% 52
2019
Q4 		$9.37K Hold
85
– – ﹤0.01% 44
2019
Q3 		$9.56K Hold
85
– – ﹤0.01% 44
2019
Q2 		$9.35K Buy
85
+25
+42% +$2.68K ﹤0.01% 45
2019
Q1 		$6.4K Hold
60
– – ﹤0.01% 42
2018
Q4 		$6.25K Hold
60
– – ﹤0.01% 45
2018
Q3 		$6.07K Buy
+60
New +$6.12K ﹤0.01% 43
2016
Q4 		– Sell
-8,308
Closed -$929K – 37
2016
Q3 		$929K Buy
8,308
+5,283
+175% +$592K 0.07% 30
2016
Q2 		$342K Buy
3,025
+1,346
+80% +$149K 0.02% 31
2016
Q1 		$185K Buy
+1,679
New +$183K 0.01% 30

Other funds holding IEF

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

WestEnd Advisors's IEF Position: Q1 2026 in Review

WestEnd Advisors increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 3% in Q1 2026, buying an estimated $2.17M and bringing the position to 779,648 shares worth $74.4M. The position accounts for 1.8% of the portfolio, ranked #16.

WestEnd Advisors first reported a position in IEF in Q1 2016 and has held it in 24 quarters since. The position peaked at $114M in Q1 2024. 1,114 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

  • WestEnd Advisors held 779,648 shares of iShares 7-10 Year Treasury Bond ETF worth $74.4M as of Q1 2026.
  • WestEnd Advisors bought 22,570 iShares 7-10 Year Treasury Bond ETF shares in Q1 2026, an estimated $2.17M.
  • iShares 7-10 Year Treasury Bond ETF made up 1.8% of WestEnd Advisors's portfolio in Q1 2026, its #16 holding.
  • WestEnd Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2016 and has held it in 24 quarters since.
  • WestEnd Advisors's iShares 7-10 Year Treasury Bond ETF position peaked at $114M in Q1 2024.
  • 1,114 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2026.

Based on WestEnd Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.