Advisors Preferred’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Advisors Preferred’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	$14.5M	Buy	151,885 +40,731	+37%	+$3.92M	2.13%	8
2025 Q4	$10.7M	Buy	111,154 +11,984	+12%	+$1.16M	1.74%	15
2025 Q3	$9.57M	Sell	99,170 -417,835	-81%	-$40M	1.41%	19
2025 Q2	$49.3M	Buy	517,005 +94,951	+22%	+$8.98M	8.13%	1
2025 Q1	$40.3M	Buy	422,054 +332,370	+371%	+$31.1M	5.41%	2
2024 Q4	$8.3M	Sell	89,684 -39,814	-31%	-$3.76M	1.33%	19
2024 Q3	$12.7M	Buy	+129,498	New	+$12.5M	1.94%	11
2022 Q3	–	Sell	-200	Closed	-$20K	–	161
2022 Q2	$20K	Buy	200 +50	+33%	+$5.13K	0.01%	134
2022 Q1	$16K	Sell	150 -2,939,384	-100%	-$326M	﹤0.01%	145
2021 Q4	$21.4M	Buy	2,939,534 +2,266,112	+337%	+$260M	2.08%	13
2021 Q3	$80.1M	Buy	673,422 +645,516	+2,313%	+$75.5M	11.13%	2
2021 Q2	$3.22M	Sell	27,906 -438,749	-94%	-$50.2M	0.32%	37
2021 Q1	$52.9M	Buy	466,655 +439,197	+1,600%	+$51.2M	7.55%	5
2020 Q4	$3.29M	Sell	27,458 -99,995	-78%	-$12M	0.61%	30
2020 Q3	$15.5M	Buy	127,453 +104,564	+457%	+$12.8M	3.09%	8
2020 Q2	$2.78M	Sell	22,889 -75,432	-77%	-$9.17M	0.78%	22
2020 Q1	$11.9M	Buy	98,321 +85,837	+688%	+$9.88M	7.33%	3
2019 Q4	$1.38M	Sell	12,484 -16,535	-57%	-$1.84M	0.37%	35
2019 Q3	$3.26M	Sell	29,019 -56,066	-66%	-$6.26M	0.82%	21
2019 Q2	$9.33M	Buy	85,085 +75,010	+745%	+$8.04M	3.17%	8
2019 Q1	$1.07M	Sell	10,075 -28,939	-74%	-$3.03M	0.34%	32
2018 Q4	$4.07M	Buy	39,014 +32,271	+479%	+$3.27M	4.93%	5
2018 Q3	$682K	Sell	6,743 -796	-11%	-$81.2K	0.31%	39
2018 Q2	$773K	Buy	+7,539	New	+$768K	0.35%	43
2018 Q1	–	Sell	-10,936	Closed	-$1.16M	–	269
2017 Q4	$1.16M	Sell	10,936 -1,012	-8%	-$107K	0.49%	42
2017 Q3	$1.27M	Sell	11,948 -3,462	-22%	-$371K	0.74%	39
2017 Q2	$1.64M	Buy	15,410 +1,378	+10%	+$147K	0.9%	33
2017 Q1	$1.48K	Sell	14,032 -4,860	-26%	-$510K	0.78%	28
2016 Q4	$1.98M	Buy	18,892 +6,236	+49%	+$670K	1.03%	17
2016 Q3	$1.42M	Sell	12,656 -17,129	-58%	-$1.92M	0.66%	34
2016 Q2	$3.37M	Buy	29,785 +21,665	+267%	+$2.4M	1.95%	14
2016 Q1	$896K	Sell	8,120 -6,196	-43%	-$676K	0.44%	39
2015 Q4	$1.51M	Sell	14,316 -12,105	-46%	-$1.29M	0.82%	24
2015 Q3	$2.83M	Buy	26,421 +14,083	+114%	+$1.5M	3.08%	8
2015 Q2	$1.3M	Sell	12,338 -16,167	-57%	-$1.72M	0.73%	49
2015 Q1	$3.09M	Buy	28,505 +4,106	+17%	+$443K	1.64%	14
2014 Q4	$2.59M	Sell	24,399 -1,613	-6%	-$170K	1.22%	21
2014 Q3	$2.7M	Sell	26,012 -12,331	-32%	-$1.28M	1.74%	22
2014 Q2	$3.97M	Sell	38,343 -2,986	-7%	-$307K	2.01%	18
2014 Q1	$4.2M	Buy	41,329 +30,208	+272%	+$3.07M	1.92%	8
2013 Q4	$1.1M	Buy	+11,121	New	+$1.13M	0.61%	44

Other funds holding IEF

Fisher Asset Management Camas, Washington $295B AUM 31.6% 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 $374B AUM 17.66% 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

Advisors Preferred's IEF Position: Q1 2026 in Review

Advisors Preferred increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 37% in Q1 2026, buying an estimated $3.92M and bringing the position to 151,885 shares worth $14.5M. The position accounts for 2.13% of the portfolio, ranked #8.

Advisors Preferred first reported a position in IEF in Q4 2013 and has held it in 41 quarters since. The position peaked at $80.1M in Q3 2021. 1,115 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

Advisors Preferred held 151,885 shares of iShares 7-10 Year Treasury Bond ETF worth $14.5M as of Q1 2026.
Advisors Preferred bought 40,731 iShares 7-10 Year Treasury Bond ETF shares in Q1 2026, an estimated $3.92M.
iShares 7-10 Year Treasury Bond ETF made up 2.13% of Advisors Preferred's portfolio in Q1 2026, its #8 holding.
Advisors Preferred first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2013 and has held it in 41 quarters since.
Advisors Preferred's iShares 7-10 Year Treasury Bond ETF position peaked at $80.1M in Q3 2021.
1,115 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2026.

Based on Advisors Preferred's 13F filing for Q1 2026, filed 5 May 2026.