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 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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: Q1 2026 in Review

Winthrop Capital Management reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 76% in Q1 2026, selling an estimated $1.91M and leaving 6,323 shares worth $603K. The position accounts for 0.15% of the portfolio, ranked #90.

Winthrop Capital Management first reported a position in IEF in Q4 2023 and has held it in 7 quarters since. The position peaked at $2.53M in Q3 2025. 1,115 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

Winthrop Capital Management held 6,323 shares of iShares 7-10 Year Treasury Bond ETF worth $603K as of Q1 2026.
Winthrop Capital Management sold 19,884 iShares 7-10 Year Treasury Bond ETF shares in Q1 2026, an estimated $1.91M.
iShares 7-10 Year Treasury Bond ETF made up 0.15% of Winthrop Capital Management's portfolio in Q1 2026, its #90 holding.
Winthrop Capital Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2023 and has held it in 7 quarters since.
Winthrop Capital Management's iShares 7-10 Year Treasury Bond ETF position peaked at $2.53M in Q3 2025.
1,115 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2026.

Based on Winthrop Capital Management's 13F filing for Q1 2026, filed 28 Apr 2026.