Winthrop Capital Management’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Winthrop Capital 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	$598K	Hold	6,323	–	–	0.14%	89
2026 Q1	$603K	Sell	6,323 -19,884	-76%	-$1.91M	0.15%	90
2025 Q4	$2.52M	Buy	26,207 +8	+0%	+$774	0.59%	40
2025 Q3	$2.53M	Buy	26,199 +2,874	+12%	+$275K	0.61%	39
2025 Q2	$2.23M	Buy	23,325 +16	+0.1%	+$1.51K	0.56%	41
2025 Q1	$2.22M	Buy	23,309 +3,560	+18%	+$333K	0.61%	38
2024 Q4	$1.83M	Buy	+19,749	New	+$1.87M	0.49%	43
2024 Q1	–	Sell	-17,674	Closed	-$1.7M	–	203
2023 Q4	$1.7M	Buy	+17,674	New	+$1.63M	0.56%	40

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

Winthrop Capital Management's IEF Position: Q2 2026 in Review

Winthrop Capital Management held its iShares 7-10 Year Treasury Bond ETF (IEF) position steady in Q2 2026 at 6,323 shares worth $598K. The position accounts for 0.14% of the portfolio, ranked #89.

Winthrop Capital Management first reported a position in IEF in Q4 2023 and has held it in 8 quarters since. The position peaked at $2.53M in Q3 2025. 1,142 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Winthrop Capital Management held 6,323 shares of iShares 7-10 Year Treasury Bond ETF worth $598K as of Q2 2026.
Winthrop Capital Management left its iShares 7-10 Year Treasury Bond ETF share count unchanged in Q2 2026.
iShares 7-10 Year Treasury Bond ETF made up 0.14% of Winthrop Capital Management's portfolio in Q2 2026, its #89 holding.
Winthrop Capital Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2023 and has held it in 8 quarters since.
Winthrop Capital Management's iShares 7-10 Year Treasury Bond ETF position peaked at $2.53M in Q3 2025.
1,142 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Winthrop Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.