WhitTier Trust Company’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

WhitTier Trust 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	$30.8K	Buy	329 +165	+101%	+$15.6K	﹤0.01%	834
2026 Q1	$15.6K	Buy	164 +144	+720%	+$13.9K	﹤0.01%	960
2025 Q4	$1.93K	Hold	20	–	–	﹤0.01%	1174
2025 Q3	$1.93K	Hold	20	–	–	﹤0.01%	1180
2025 Q2	$1.92K	Hold	20	–	–	﹤0.01%	1314
2025 Q1	$1.91K	Hold	20	–	–	﹤0.01%	1289
2024 Q4	$1.85K	Hold	20	–	–	﹤0.01%	1245
2024 Q3	$1.96K	Hold	20	–	–	﹤0.01%	1226
2024 Q2	$1.87K	Hold	20	–	–	﹤0.01%	1178
2024 Q1	$1.89K	Hold	20	–	–	﹤0.01%	1134
2023 Q4	$1.93K	Hold	20	–	–	﹤0.01%	1129
2023 Q3	$1.83K	Hold	20	–	–	﹤0.01%	1088
2023 Q2	$1.93K	Hold	20	–	–	﹤0.01%	1107
2023 Q1	$1.98K	Hold	20	–	–	﹤0.01%	1089
2022 Q4	$1.92K	Buy	+20	New	+$1.92K	﹤0.01%	1100
2022 Q1	–	Sell	-2,102	Closed	-$242K	–	1115
2021 Q4	$242K	Hold	2,102	–	–	0.01%	440
2021 Q3	$242K	Buy	2,102 +1,581	+303%	+$185K	0.01%	431
2021 Q2	$60K	Buy	+521	New	+$59.6K	﹤0.01%	633
2018 Q4	–	Sell	-761	Closed	-$77K	–	1065
2018 Q3	$77K	Hold	761	–	–	0.01%	543
2018 Q2	$78K	Hold	761	–	–	0.01%	533
2018 Q1	$79K	Hold	761	–	–	0.01%	531
2017 Q4	$80K	Buy	+761	New	+$80.7K	0.01%	508
2017 Q1	–	Sell	-222	Closed	-$23K	–	938
2016 Q4	$23K	Buy	+222	New	+$23.8K	﹤0.01%	671

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

WhitTier Trust Company's IEF Position: Q2 2026 in Review

WhitTier Trust Company increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 101% in Q2 2026, buying an estimated $15.6K and bringing the position to 329 shares worth $30.8K. The position accounts for ﹤0.01% of the portfolio, ranked #834.

WhitTier Trust Company first reported a position in IEF in Q4 2016 and has held it in 23 quarters since. The position peaked at $242K in Q4 2021. 1,141 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

WhitTier Trust Company held 329 shares of iShares 7-10 Year Treasury Bond ETF worth $30.8K as of Q2 2026.
WhitTier Trust Company bought 165 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $15.6K.
iShares 7-10 Year Treasury Bond ETF made up ﹤0.01% of WhitTier Trust Company's portfolio in Q2 2026, its #834 holding.
WhitTier Trust Company first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2016 and has held it in 23 quarters since.
WhitTier Trust Company's iShares 7-10 Year Treasury Bond ETF position peaked at $242K in Q4 2021.
1,141 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on WhitTier Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.