Wilmington Savings Fund Society’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Wilmington Savings Fund Society’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	$139K	Hold	1,474	–	–	﹤0.01%	671
2026 Q1	$141K	Hold	1,474	–	–	﹤0.01%	666
2025 Q4	$142K	Sell	1,474 -1,348	-48%	-$130K	﹤0.01%	668
2025 Q3	$272K	Sell	2,822 -3,450	-55%	-$330K	0.01%	521
2025 Q2	$601K	Sell	6,272 -538	-8%	-$50.9K	0.01%	536
2025 Q1	$649K	Sell	6,810 -273	-4%	-$25.5K	0.01%	520
2024 Q4	$655K	Buy	7,083 +9	+0.1%	+$850	0.01%	517
2024 Q3	$694K	Buy	+7,074	New	+$684K	0.01%	491
2014 Q2	–	Sell	-2,675	Closed	-$272K	–	395
2014 Q1	$272K	Buy	+2,675	New	+$272K	0.02%	338

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

Wilmington Savings Fund Society's IEF Position: Q2 2026 in Review

Wilmington Savings Fund Society held its iShares 7-10 Year Treasury Bond ETF (IEF) position steady in Q2 2026 at 1,474 shares worth $139K. The position accounts for ﹤0.01% of the portfolio, ranked #671.

Wilmington Savings Fund Society first reported a position in IEF in Q1 2014 and has held it in 9 quarters since. The position peaked at $694K in Q3 2024. 1,136 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Wilmington Savings Fund Society held 1,474 shares of iShares 7-10 Year Treasury Bond ETF worth $139K as of Q2 2026.
Wilmington Savings Fund Society left its iShares 7-10 Year Treasury Bond ETF share count unchanged in Q2 2026.
iShares 7-10 Year Treasury Bond ETF made up ﹤0.01% of Wilmington Savings Fund Society's portfolio in Q2 2026, its #671 holding.
Wilmington Savings Fund Society first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2014 and has held it in 9 quarters since.
Wilmington Savings Fund Society's iShares 7-10 Year Treasury Bond ETF position peaked at $694K in Q3 2024.
1,136 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Wilmington Savings Fund Society's 13F filing for Q2 2026, filed 28 Jul 2026.