BTS Asset Management’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

BTS Asset Management’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 Q2	–	Sell	-5,756	Closed	-$549K	–	36
2026 Q1	$549K	Buy	5,756 +4	+0.1%	+$385	2.12%	8
2025 Q4	$553K	Sell	5,752 -303	-5%	-$29.3K	0.75%	11
2025 Q3	$584K	Buy	+6,055	New	+$579K	0.75%	9
2025 Q2	–	Sell	-159,620	Closed	-$15.2M	–	40
2025 Q1	$15.2M	Buy	+159,620	New	+$14.9M	17.14%	3
2024 Q4	–	Sell	-2,169	Closed	-$213K	–	43
2024 Q3	$213K	Buy	+2,169	New	+$210K	0.2%	29
2024 Q1	–	Sell	-233,727	Closed	-$22.5M	–	37
2023 Q4	$22.5M	Buy	+233,727	New	+$21.6M	17.01%	3
2022 Q1	–	Sell	-4,528	Closed	-$521K	–	33
2021 Q4	$521K	Buy	+4,528	New	+$521K	0.19%	18
2020 Q3	–	Sell	-637,950	Closed	-$77.9M	–	18
2020 Q2	$77.9M	Buy	+637,950	New	+$77.5M	20.9%	2
2019 Q3	–	Sell	-727,904	Closed	-$80M	–	19
2019 Q2	$80M	Buy	+727,904	New	+$78M	86.95%	1

Other funds holding IEF

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

BTS Asset Management's IEF Position: Q2 2026 in Review

BTS Asset Management sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q2 2026, closing a stake of 5,756 shares — an estimated $549K sold.

BTS Asset Management first reported a position in IEF in Q2 2019 and held it in 9 quarters. The position peaked at $80M in Q2 2019. 1,136 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

BTS Asset Management reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
BTS Asset Management sold 5,756 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $549K.
BTS Asset Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2019 and held it in 9 quarters.
BTS Asset Management's iShares 7-10 Year Treasury Bond ETF position peaked at $80M in Q2 2019.
1,136 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on BTS Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.