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BFSG LLC’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

BFSG LLC’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 		$98.5K Hold
1,032
– – 0.01% 363
2025
Q4 		$99.2K Buy
1,032
+285
+38% +$27.6K 0.01% 346
2025
Q3 		$72.1K Sell
747
-61
-8% -$5.83K 0.01% 379
2025
Q2 		$77.4K Sell
808
-6
-0.7% -$567 0.01% 352
2025
Q1 		$77.6K Sell
814
-1
-0.1% -$94 0.01% 334
2024
Q4 		$75.3K Sell
815
-8
-1% -$756 0.01% 347
2024
Q3 		$80.8K Sell
823
-30
-4% -$2.9K 0.01% 352
2024
Q2 		$79.9K Sell
853
-135
-14% -$12.5K 0.01% 331
2024
Q1 		$93.5K Buy
988
+455
+85% +$43.1K 0.01% 322
2023
Q4 		$51.4K Buy
+533
New +$49.3K 0.01% 355
2022
Q4 		– Sell
-43,868
Closed -$4.21M – 189
2022
Q3 		$4.21M Sell
43,868
-5,652
-11% -$574K 0.9% 35
2022
Q2 		$5.07M Sell
49,520
-1,023
-2% -$105K 0.91% 36
2022
Q1 		$5.43M Buy
50,543
+11,135
+28% +$1.24M 0.86% 33
2021
Q4 		$4.53M Sell
39,408
-3,135
-7% -$360K 0.63% 51
2021
Q3 		$4.9M Sell
42,543
-3,870
-8% -$453K 0.75% 45
2021
Q2 		$5.36M Sell
46,413
-13,536
-23% -$1.55M 0.96% 36
2021
Q1 		$6.77M Sell
59,949
-37,755
-39% -$4.4M 1.1% 27
2020
Q4 		$11.7M Sell
97,704
-215
-0.2% -$25.9K 1.94% 9
2020
Q3 		$11.9M Buy
97,919
+4,815
+5% +$587K 2.22% 6
2020
Q2 		$11.3M Buy
93,104
+42,690
+85% +$5.19M 2.45% 5
2020
Q1 		$6.12M Buy
50,414
+1,304
+3% +$150K 1.57% 18
2019
Q4 		$5.41M Buy
49,110
+18,935
+63% +$2.11M 1.02% 31
2019
Q3 		$3.39M Buy
+30,175
New +$3.37M 0.75% 42

Other funds holding IEF

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

BFSG LLC's IEF Position: Q1 2026 in Review

BFSG LLC held its iShares 7-10 Year Treasury Bond ETF (IEF) position steady in Q1 2026 at 1,032 shares worth $98.5K. The position accounts for 0.01% of the portfolio, ranked #363.

BFSG LLC first reported a position in IEF in Q3 2019 and has held it in 23 quarters since. The position peaked at $11.9M in Q3 2020. 1,114 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

  • BFSG LLC held 1,032 shares of iShares 7-10 Year Treasury Bond ETF worth $98.5K as of Q1 2026.
  • BFSG LLC left its iShares 7-10 Year Treasury Bond ETF share count unchanged in Q1 2026.
  • iShares 7-10 Year Treasury Bond ETF made up 0.01% of BFSG LLC's portfolio in Q1 2026, its #363 holding.
  • BFSG LLC first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2019 and has held it in 23 quarters since.
  • BFSG LLC's iShares 7-10 Year Treasury Bond ETF position peaked at $11.9M in Q3 2020.
  • 1,114 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2026.

Based on BFSG LLC's 13F filing for Q1 2026, filed 29 Apr 2026.