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 Q2	$80.6M	Buy	852,633 +72,985	+9%	+$6.91M	1.8%	17
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 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

WestEnd Advisors's IEF Position: Q2 2026 in Review

WestEnd Advisors increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 9.4% in Q2 2026, buying an estimated $6.91M and bringing the position to 852,633 shares worth $80.6M. The position accounts for 1.8% of the portfolio, ranked #17.

WestEnd Advisors first reported a position in IEF in Q1 2016 and has held it in 25 quarters since. The position peaked at $114M in Q1 2024. 1,137 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

WestEnd Advisors held 852,633 shares of iShares 7-10 Year Treasury Bond ETF worth $80.6M as of Q2 2026.
WestEnd Advisors bought 72,985 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $6.91M.
iShares 7-10 Year Treasury Bond ETF made up 1.8% of WestEnd Advisors's portfolio in Q2 2026, its #17 holding.
WestEnd Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2016 and has held it in 25 quarters since.
WestEnd Advisors's iShares 7-10 Year Treasury Bond ETF position peaked at $114M in Q1 2024.
1,137 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on WestEnd Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.