White Pine Investment Company’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

White Pine Investment Company’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	$7.74M	Buy	81,884 +3,561	+5%	+$337K	1.65%	31
2026 Q1	$7.47M	Buy	78,323 +7,570	+11%	+$728K	1.74%	26
2025 Q4	$6.8M	Buy	70,753 +4,791	+7%	+$464K	1.6%	28
2025 Q3	$6.36M	Buy	65,962 +7,405	+13%	+$708K	1.51%	29
2025 Q2	$5.61M	Buy	58,557 +3,577	+7%	+$338K	1.4%	33
2025 Q1	$5.24M	Buy	54,980 +3,578	+7%	+$335K	1.41%	33
2024 Q4	$4.75M	Buy	51,402 +6,075	+13%	+$574K	1.28%	36
2024 Q3	$4.45M	Buy	45,327 +1,017	+2%	+$98.3K	1.22%	36
2024 Q2	$4.15M	Buy	44,310 +1,421	+3%	+$132K	1.22%	36
2024 Q1	$4.06M	Buy	42,889 +2,244	+6%	+$213K	1.2%	37
2023 Q4	$3.92M	Buy	40,645 +3,048	+8%	+$282K	1.26%	36
2023 Q3	$3.44M	Buy	37,597 +171	+0.5%	+$16.1K	1.21%	36
2023 Q2	$3.62M	Sell	37,426 -210	-0.6%	-$20.6K	1.25%	34
2023 Q1	$3.73M	Sell	37,636 -192	-0.5%	-$18.8K	1.34%	34
2022 Q4	$3.62M	Sell	37,828 -935	-2%	-$89.8K	1.38%	30
2022 Q3	$3.72M	Sell	38,763 -3,529	-8%	-$358K	1.54%	29
2022 Q2	$4.33M	Sell	42,292 -1,068	-2%	-$110K	1.71%	28
2022 Q1	$4.66M	Sell	43,360 -315	-0.7%	-$35K	1.58%	29
2021 Q4	$5.02M	Sell	43,675 -1,569	-3%	-$180K	1.67%	28
2021 Q3	$5.21M	Sell	45,244 -3,074	-6%	-$359K	1.82%	23
2021 Q2	$5.58M	Sell	48,318 -5,548	-10%	-$635K	1.92%	21
2021 Q1	$6.08M	Sell	53,866 -5,262	-9%	-$613K	2.26%	18
2020 Q4	$7.09M	Sell	59,128 -71	-0.1%	-$8.54K	2.87%	13
2020 Q3	$7.21M	Sell	59,199 -1,398	-2%	-$171K	3.32%	10
2020 Q2	$7.38M	Buy	60,597 +1,253	+2%	+$152K	3.65%	9
2020 Q1	$7.21M	Buy	59,344 +2,630	+5%	+$303K	4.13%	6
2019 Q4	$6.25M	Buy	56,714 +3,416	+6%	+$381K	2.56%	14
2019 Q3	$5.99M	Buy	53,298 +371	+0.7%	+$41.4K	2.72%	12
2019 Q2	$5.82M	Buy	52,927 +6,105	+13%	+$654K	2.75%	13
2019 Q1	$5M	Buy	46,822 +937	+2%	+$98K	2.5%	14
2018 Q4	$4.78M	Buy	45,885 +305	+0.7%	+$30.9K	2.56%	12
2018 Q3	$4.61M	Buy	+45,580	New	+$4.65M	2.21%	21
2018 Q2	–	Sell	-42,795	Closed	-$4.42M	–	54
2018 Q1	$4.42M	Buy	+42,795	New	+$4.41M	2.16%	24

Other funds holding IEF

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Peavine Capital Reno, Nevada $472M AUM 9.2% 1-Year Est. Return

WCM

Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return

White Pine Investment Company's IEF Position: Q2 2026 in Review

White Pine Investment Company increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 4.5% in Q2 2026, buying an estimated $337K and bringing the position to 81,884 shares worth $7.74M. The position accounts for 1.65% of the portfolio, ranked #31.

White Pine Investment Company first reported a position in IEF in Q1 2018 and has held it in 33 quarters since. 654 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

White Pine Investment Company held 81,884 shares of iShares 7-10 Year Treasury Bond ETF worth $7.74M as of Q2 2026.
White Pine Investment Company bought 3,561 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $337K.
iShares 7-10 Year Treasury Bond ETF made up 1.65% of White Pine Investment Company's portfolio in Q2 2026, its #31 holding.
White Pine Investment Company first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2018 and has held it in 33 quarters since.
654 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on White Pine Investment Company's 13F filing for Q2 2026, filed 20 Jul 2026.