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

Whittier Trust’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	$5.46K	Buy	+58	New	+$5.49K	﹤0.01%	1204
2022 Q1	–	Sell	-100	Closed	-$12K	–	1722
2021 Q4	$12K	Buy	100 +18	+22%	+$2.07K	﹤0.01%	1289
2021 Q3	$9K	Sell	82 -338	-80%	-$39.5K	﹤0.01%	1261
2021 Q2	$49K	Hold	420	–	–	﹤0.01%	959
2021 Q1	$47K	Hold	420	–	–	﹤0.01%	951
2020 Q4	$50K	Sell	420 -452	-52%	-$54.4K	﹤0.01%	853
2020 Q3	$106K	Buy	872 +534	+158%	+$65.1K	﹤0.01%	694
2020 Q2	$41K	Buy	+338	New	+$41.1K	﹤0.01%	828
2018 Q2	–	Sell	-742	Closed	-$77K	–	1301
2018 Q1	$77K	Hold	742	–	–	﹤0.01%	688
2017 Q4	$78K	Buy	+742	New	+$78.7K	﹤0.01%	668
2017 Q1	–	Sell	-934	Closed	-$98K	–	1361
2016 Q4	$98K	Sell	934 -698	-43%	-$75K	﹤0.01%	590
2016 Q3	$183K	Sell	1,632 -220	-12%	-$24.7K	0.01%	473
2016 Q2	$209K	Hold	1,852	–	–	0.01%	446
2016 Q1	$204K	Buy	+1,852	New	+$202K	0.01%	447

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's IEF Position: Q2 2026 in Review

Whittier Trust opened a new position in iShares 7-10 Year Treasury Bond ETF (IEF) in Q2 2026: 58 shares worth $5.46K. The stake represents ﹤0.01% of the portfolio and ranks #1204 among its holdings. This is a return to the name: Whittier Trust previously reported a position in IEF as recently as Q4 2021.

Whittier Trust first reported a position in IEF in Q1 2016 and has held it in 14 quarters since. The position peaked at $209K in Q2 2016. 1,138 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Whittier Trust held 58 shares of iShares 7-10 Year Treasury Bond ETF worth $5.46K as of Q2 2026.
iShares 7-10 Year Treasury Bond ETF was a new Whittier Trust position in Q2 2026.
iShares 7-10 Year Treasury Bond ETF made up ﹤0.01% of Whittier Trust's portfolio in Q2 2026, its #1204 holding.
Whittier Trust first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2016 and has held it in 14 quarters since.
Whittier Trust's iShares 7-10 Year Treasury Bond ETF position peaked at $209K in Q2 2016.
1,138 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

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