Alerus Financial’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $114K | Buy |
1,202
+316
| +36% | +$29.9K | 0.01% | 264 |
|
|
2026
Q1 | $84.6K | Sell |
886
-36
| -4% | -$3.46K | ﹤0.01% | 275 |
|
|
2025
Q4 | $88.7K | Sell |
922
-3,718
| -80% | -$360K | ﹤0.01% | 206 |
|
|
2025
Q3 | $448K | Sell |
4,640
-1,134
| -20% | -$108K | 0.02% | 148 |
|
|
2025
Q2 | $553K | Buy |
5,774
+310
| +6% | +$29.3K | 0.04% | 133 |
|
|
2025
Q1 | $521K | Sell |
5,464
-94
| -2% | -$8.79K | 0.04% | 130 |
|
|
2024
Q4 | $514K | Sell |
5,558
-36
| -0.6% | -$3.4K | 0.04% | 125 |
|
|
2024
Q3 | $549K | Sell |
5,594
-304
| -5% | -$29.4K | 0.04% | 125 |
|
|
2024
Q2 | $552K | Sell |
5,898
-545
| -8% | -$50.6K | 0.04% | 124 |
|
|
2024
Q1 | $610K | Sell |
6,443
-80,272
| -93% | -$7.61M | 0.05% | 118 |
|
|
2023
Q4 | $8.36M | Buy |
+86,715
| New | +$8.02M | 0.68% | 34 |
|
|
2021
Q4 | – | Sell |
-1,795
| Closed | -$207K | – | 192 |
|
|
2021
Q3 | $207K | Sell |
1,795
-1,626
| -48% | -$190K | 0.02% | 177 |
|
|
2021
Q2 | $395K | Sell |
3,421
-2,267
| -40% | -$259K | 0.04% | 165 |
|
|
2021
Q1 | $642K | Sell |
5,688
-2,329
| -29% | -$271K | 0.07% | 153 |
|
|
2020
Q4 | $962K | Sell |
8,017
-7,796
| -49% | -$938K | 0.1% | 134 |
|
|
2020
Q3 | $1.93M | Sell |
15,813
-9,522
| -38% | -$1.16M | 0.22% | 101 |
|
|
2020
Q2 | $3.09M | Sell |
25,335
-10,760
| -30% | -$1.31M | 0.36% | 76 |
|
|
2020
Q1 | $4.38M | Sell |
36,095
-156,696
| -81% | -$18M | 0.61% | 44 |
|
|
2019
Q4 | $21.2M | Sell |
192,791
-49,842
| -21% | -$5.56M | 2.42% | 8 |
|
|
2019
Q3 | $27.3M | Buy |
242,633
+168,299
| +226% | +$18.8M | 3.53% | 6 |
|
|
2019
Q2 | $8.18M | Sell |
74,334
-376
| -0.5% | -$40.3K | 1.1% | 20 |
|
|
2019
Q1 | $7.97M | Buy |
74,710
+750
| +1% | +$78.4K | 1.11% | 20 |
|
|
2018
Q4 | $7.71M | Sell |
73,960
-101
| -0.1% | -$10.2K | 1.18% | 19 |
|
|
2018
Q3 | $7.49M | Buy |
74,061
+1,642
| +2% | +$167K | 1.02% | 22 |
|
|
2018
Q2 | $7.42M | Buy |
72,419
+366
| +0.5% | +$37.3K | 1.05% | 22 |
|
|
2018
Q1 | $7.43M | Buy |
72,053
+2,240
| +3% | +$231K | 1.07% | 23 |
|
|
2017
Q4 | $7.37M | Buy |
69,813
+1,704
| +3% | +$181K | 1.04% | 25 |
|
|
2017
Q3 | $7.25M | Buy |
68,109
+1,492
| +2% | +$160K | 1.06% | 27 |
|
|
2017
Q2 | $7.1M | Buy |
66,617
+128
| +0.2% | +$13.7K | 1.05% | 26 |
|
|
2017
Q1 | $7.02M | Buy |
66,489
+1,520
| +2% | +$160K | 1.08% | 28 |
|
|
2016
Q4 | $6.81M | Buy |
64,969
+570
| +0.9% | +$61.2K | 1.1% | 27 |
|
|
2016
Q3 | $7.21M | Buy |
64,399
+679
| +1% | +$76.1K | 1.17% | 19 |
|
|
2016
Q2 | $7.2M | Buy |
+63,720
| New | +$7.05M | 1.2% | 21 |
|
Other funds holding IEF
BTI
Alerus Financial's IEF Position: Q2 2026 in Review
Alerus Financial increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 36% in Q2 2026, buying an estimated $29.9K and bringing the position to 1,202 shares worth $114K. The position accounts for 0.01% of the portfolio, ranked #264.
Alerus Financial first reported a position in IEF in Q2 2016 and has held it in 33 quarters since. The position peaked at $27.3M in Q3 2019. 1,140 funds tracked by Wall St. Rank hold IEF as of Q2 2026.
- Alerus Financial held 1,202 shares of iShares 7-10 Year Treasury Bond ETF worth $114K as of Q2 2026.
- Alerus Financial bought 316 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $29.9K.
- iShares 7-10 Year Treasury Bond ETF made up 0.01% of Alerus Financial's portfolio in Q2 2026, its #264 holding.
- Alerus Financial first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2016 and has held it in 33 quarters since.
- Alerus Financial's iShares 7-10 Year Treasury Bond ETF position peaked at $27.3M in Q3 2019.
- 1,140 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.
Based on Alerus Financial's 13F filing for Q2 2026, filed 14 Aug 2026.