Asset Management Group’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
Q1 | $2.16M | Buy |
22,656
+102
| +0.5% | +$9.81K | 0.35% | 67 |
|
|
2025
Q4 | $2.17M | Sell |
22,554
-1,001
| -4% | -$96.9K | 0.35% | 65 |
|
|
2025
Q3 | $2.27M | Sell |
23,555
-496
| -2% | -$47.4K | 0.37% | 63 |
|
|
2025
Q2 | $2.3M | Buy |
24,051
+200
| +0.8% | +$18.9K | 0.4% | 61 |
|
|
2025
Q1 | $2.27M | Buy |
23,851
+123
| +0.5% | +$11.5K | 0.42% | 61 |
|
|
2024
Q4 | $2.19M | Sell |
23,728
-9,481
| -29% | -$896K | 0.39% | 63 |
|
|
2024
Q3 | $3.26M | Buy |
33,209
+265
| +0.8% | +$25.6K | 0.57% | 52 |
|
|
2024
Q2 | $3.09M | Sell |
32,944
-450
| -1% | -$41.8K | 0.57% | 53 |
|
|
2024
Q1 | $3.16M | Buy |
33,394
+157
| +0.5% | +$14.9K | 0.59% | 53 |
|
|
2023
Q4 | $3.2M | Sell |
33,237
-2,437
| -7% | -$225K | 0.64% | 50 |
|
|
2023
Q3 | $3.27M | Buy |
35,674
+71
| +0.2% | +$6.7K | 0.72% | 41 |
|
|
2023
Q2 | $3.44M | Buy |
35,603
+79
| +0.2% | +$7.77K | 0.73% | 40 |
|
|
2023
Q1 | $3.52M | Buy |
35,524
+143
| +0.4% | +$14K | 0.79% | 37 |
|
|
2022
Q4 | $3.39M | Sell |
35,381
-4,046
| -10% | -$389K | 0.8% | 37 |
|
|
2022
Q3 | $3.79M | Sell |
39,427
-1,304
| -3% | -$132K | 0.95% | 29 |
|
|
2022
Q2 | $4.17M | Sell |
40,731
-2,358
| -5% | -$242K | 1% | 29 |
|
|
2022
Q1 | $4.63M | Sell |
43,089
-1,055
| -2% | -$117K | 0.97% | 29 |
|
|
2021
Q4 | $5.08M | Buy |
44,144
+132
| +0.3% | +$15.2K | 1% | 31 |
|
|
2021
Q3 | $5.07M | Sell |
44,012
-209
| -0.5% | -$24.4K | 1.04% | 29 |
|
|
2021
Q2 | $5.11M | Sell |
44,221
-707
| -2% | -$80.9K | 1.06% | 30 |
|
|
2021
Q1 | $5.07M | Sell |
44,928
-477
| -1% | -$55.6K | 1.1% | 28 |
|
|
2020
Q4 | $5.45M | Buy |
45,405
+71
| +0.2% | +$8.54K | 1.32% | 25 |
|
|
2020
Q3 | $5.52M | Sell |
45,334
-82
| -0.2% | -$10K | 1.61% | 20 |
|
|
2020
Q2 | $5.54M | Buy |
45,416
+147
| +0.3% | +$17.9K | 1.75% | 20 |
|
|
2020
Q1 | $5.5M | Sell |
45,269
-88
| -0.2% | -$10.1K | 2.07% | 16 |
|
|
2019
Q4 | $5M | Buy |
45,357
+219
| +0.5% | +$24.4K | 1.51% | 23 |
|
|
2019
Q3 | $5.08M | Buy |
45,138
+230
| +0.5% | +$25.7K | 1.74% | 19 |
|
|
2019
Q2 | $4.94M | Buy |
44,908
+111
| +0.2% | +$11.9K | 1.75% | 18 |
|
|
2019
Q1 | $4.78M | Buy |
44,797
+21
| +0% | +$2.2K | 1.73% | 19 |
|
|
2018
Q4 | $4.67M | Sell |
44,776
-6,384
| -12% | -$647K | 1.92% | 18 |
|
|
2018
Q3 | $5.18M | Sell |
51,160
-4,528
| -8% | -$462K | 1.75% | 21 |
|
|
2018
Q2 | $5.71M | Sell |
55,688
-360
| -0.6% | -$36.7K | 1.99% | 18 |
|
|
2018
Q1 | $5.78M | Buy |
56,048
+176
| +0.3% | +$18.1K | 2.07% | 17 |
|
|
2017
Q4 | $5.9M | Buy |
55,872
+187
| +0.3% | +$19.8K | 2.12% | 16 |
|
|
2017
Q3 | $5.93M | Sell |
55,685
-537
| -1% | -$57.5K | 2.22% | 12 |
|
|
2017
Q2 | $5.99M | Sell |
56,222
-905
| -2% | -$96.7K | 2.32% | 12 |
|
|
2017
Q1 | $6.03M | Sell |
57,127
-742
| -1% | -$77.9K | 2.39% | 12 |
|
|
2016
Q4 | $6.07M | Sell |
57,869
-2,528
| -4% | -$272K | 2.49% | 12 |
|
|
2016
Q3 | $6.76M | Buy |
60,397
+15
| +0% | +$1.68K | 2.81% | 9 |
|
|
2016
Q2 | $6.82M | Sell |
60,382
-623
| -1% | -$68.9K | 2.96% | 9 |
|
|
2016
Q1 | $6.73M | Sell |
61,005
-263
| -0.4% | -$28.7K | 2.98% | 9 |
|
|
2015
Q4 | $6.47M | Sell |
61,268
-589
| -1% | -$62.8K | 2.94% | 8 |
|
|
2015
Q3 | $6.67M | Sell |
61,857
-746
| -1% | -$79.2K | 3.13% | 6 |
|
|
2015
Q2 | $6.57M | Sell |
62,603
-677
| -1% | -$72.1K | 2.96% | 9 |
|
|
2015
Q1 | $6.86M | Sell |
63,280
-112
| -0.2% | -$12.1K | 3.18% | 8 |
|
|
2014
Q4 | $6.72M | Sell |
63,392
-167
| -0.3% | -$17.6K | 3.38% | 8 |
|
|
2014
Q3 | $6.59M | Sell |
63,559
-531
| -0.8% | -$55.1K | 3.52% | 8 |
|
|
2014
Q2 | $6.64M | Buy |
64,090
+2,933
| +5% | +$301K | 3.58% | 8 |
|
|
2014
Q1 | $6.22M | Buy |
61,157
+185
| +0.3% | +$18.8K | 3.57% | 10 |
|
|
2013
Q4 | $6.05M | Sell |
60,972
-4,290
| -7% | -$435K | 3.69% | 10 |
|
|
2013
Q3 | $6.66M | Sell |
65,262
-379
| -0.6% | -$38.3K | 4.34% | 5 |
|
|
2013
Q2 | $6.73M | Buy |
+65,641
| New | +$6.99M | 4.62% | 4 |
|
Other funds holding IEF
BTI
Asset Management Group's IEF Position: Q1 2026 in Review
Asset Management Group increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 0.45% in Q1 2026, buying an estimated $9.81K and bringing the position to 22,656 shares worth $2.16M. The position accounts for 0.35% of the portfolio, ranked #67.
Asset Management Group first reported a position in IEF in Q2 2013 and has held it in 52 quarters since. The position peaked at $6.86M in Q1 2015. 1,115 funds tracked by Wall St. Rank hold IEF as of Q1 2026.
- Asset Management Group held 22,656 shares of iShares 7-10 Year Treasury Bond ETF worth $2.16M as of Q1 2026.
- Asset Management Group bought 102 iShares 7-10 Year Treasury Bond ETF shares in Q1 2026, an estimated $9.81K.
- iShares 7-10 Year Treasury Bond ETF made up 0.35% of Asset Management Group's portfolio in Q1 2026, its #67 holding.
- Asset Management Group first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2013 and has held it in 52 quarters since.
- Asset Management Group's iShares 7-10 Year Treasury Bond ETF position peaked at $6.86M in Q1 2015.
- 1,115 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2026.
Based on Asset Management Group's 13F filing for Q1 2026, filed 15 May 2026.