Westside Investment Management’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Westside Investment Management’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	$210K	Buy	2,224 +3	+0.1%	+$284	0.03%	297
2026 Q1	$212K	Sell	2,221 -845	-28%	-$81.3K	0.03%	293
2025 Q4	$295K	Buy	3,066 +6	+0.2%	+$581	0.05%	225
2025 Q3	$295K	Sell	3,060 -148	-5%	-$14.2K	0.05%	229
2025 Q2	$307K	Sell	3,208 -149	-4%	-$14.1K	0.06%	208
2025 Q1	$320K	Sell	3,357 -819	-20%	-$76.6K	0.07%	191
2024 Q4	$386K	Sell	4,176 -199	-5%	-$18.8K	0.08%	169
2024 Q3	$429K	Buy	4,375 +157	+4%	+$15.2K	0.09%	159
2024 Q2	$395K	Sell	4,218 -167	-4%	-$15.5K	0.09%	159
2024 Q1	$415K	Sell	4,385 -356	-8%	-$33.7K	0.1%	158
2023 Q4	$457K	Sell	4,741 -36	-0.8%	-$3.33K	0.12%	149
2023 Q3	$438K	Sell	4,777 -319	-6%	-$30.1K	0.13%	144
2023 Q2	$492K	Buy	5,096 +5	+0.1%	+$492	0.14%	137
2023 Q1	$505K	Buy	5,091 +4	+0.1%	+$391	0.15%	128
2022 Q4	$487	Buy	5,087 +904	+22%	+$86.8K	﹤0.01%	284
2022 Q3	$401	Sell	4,183 -98	-2%	-$9.94K	﹤0.01%	299
2022 Q2	$438	Buy	4,281 +1	+0%	+$103	﹤0.01%	288
2022 Q1	$459	Buy	4,280 +101	+2%	+$11.2K	﹤0.01%	291
2021 Q4	$480	Buy	4,179 +101	+2%	+$11.6K	﹤0.01%	283
2021 Q3	$469	Buy	4,078 +1	+0%	+$117	﹤0.01%	277
2021 Q2	$470	Buy	4,077 +726	+22%	+$83.1K	﹤0.01%	269
2021 Q1	$378	Buy	3,351 +415	+14%	+$48.4K	﹤0.01%	270
2020 Q4	$352	Buy	2,936 +1	+0%	+$120	﹤0.01%	231
2020 Q3	$357	Buy	2,935 +501	+21%	+$61.1K	﹤0.01%	236
2020 Q2	$296	Buy	2,434 +100	+4%	+$12.2K	﹤0.01%	222
2020 Q1	$283	Buy	+2,334	New	+$269K	﹤0.01%	217
2019 Q2	$250	Buy	+2,275	New	+$244K	﹤0.01%	177
2018 Q4	$201K	Buy	1,928 +2	+0.1%	+$203	0.07%	155
2018 Q3	$194K	Buy	+1,926	New	+$196K	0.06%	146

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

Westside Investment Management's IEF Position: Q2 2026 in Review

Westside Investment Management increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 0.14% in Q2 2026, buying an estimated $284 and bringing the position to 2,224 shares worth $210K. The position accounts for 0.03% of the portfolio, ranked #297.

Westside Investment Management first reported a position in IEF in Q3 2018 and has held it in 29 quarters since. The position peaked at $505K in Q1 2023. 1,136 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Westside Investment Management held 2,224 shares of iShares 7-10 Year Treasury Bond ETF worth $210K as of Q2 2026.
Westside Investment Management bought 3 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $284.
iShares 7-10 Year Treasury Bond ETF made up 0.03% of Westside Investment Management's portfolio in Q2 2026, its #297 holding.
Westside Investment Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2018 and has held it in 29 quarters since.
Westside Investment Management's iShares 7-10 Year Treasury Bond ETF position peaked at $505K in Q1 2023.
1,136 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.