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BOLTON SECURITIES CORPORATION’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

BOLTON SECURITIES CORPORATION’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 		$994K Buy
+10,413
New +$1M 0.05% 372
2025
Q3 		$6.61M Buy
+68,546
New +$6.55M 0.31% 69
2025
Q1 		$198K Buy
+2,080
New +$195K 0.01% 696

Other funds holding IEF

Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's IEF Position: Q1 2026 in Review

BOLTON SECURITIES CORPORATION opened a new position in iShares 7-10 Year Treasury Bond ETF (IEF) in Q1 2026: 10,413 shares worth $994K. The stake represents 0.05% of the portfolio and ranks #372 among its holdings. This is a return to the name: BOLTON SECURITIES CORPORATION previously reported a position in IEF as recently as Q3 2025.

BOLTON SECURITIES CORPORATION first reported a position in IEF in Q1 2025 and has held it in 3 quarters since. The position peaked at $6.61M in Q3 2025. 1,123 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

  • BOLTON SECURITIES CORPORATION held 10,413 shares of iShares 7-10 Year Treasury Bond ETF worth $994K as of Q1 2026.
  • iShares 7-10 Year Treasury Bond ETF was a new BOLTON SECURITIES CORPORATION position in Q1 2026.
  • iShares 7-10 Year Treasury Bond ETF made up 0.05% of BOLTON SECURITIES CORPORATION's portfolio in Q1 2026, its #372 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2025 and has held it in 3 quarters since.
  • BOLTON SECURITIES CORPORATION's iShares 7-10 Year Treasury Bond ETF position peaked at $6.61M in Q3 2025.
  • 1,123 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q1 2026, filed 12 Nov 2026.