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

Choreo 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
Q2 		$3.07M Buy
32,444
+667
+2% +$63.1K 0.03% 317
2026
Q1 		$3.03M Sell
31,777
-815
-3% -$78.4K 0.04% 298
2025
Q4 		$3.14M Buy
32,592
+2,184
+7% +$211K 0.04% 273
2025
Q3 		$2.93M Buy
30,408
+634
+2% +$60.6K 0.04% 290
2025
Q2 		$2.85M Sell
29,774
-1,391
-4% -$132K 0.04% 283
2025
Q1 		$2.97M Buy
31,165
+16,430
+112% +$1.54M 0.05% 259
2024
Q4 		$1.36M Sell
14,735
-2,036
-12% -$192K 0.02% 462
2024
Q3 		$1.65M Sell
16,771
-1,804
-10% -$174K 0.02% 409
2024
Q2 		$1.73M Buy
+18,575
New +$1.73M 0.03% 361

Other funds holding IEF

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Raymond James Financial
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

Choreo LLC's IEF Position: Q2 2026 in Review

Choreo LLC increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 2.1% in Q2 2026, buying an estimated $63.1K and bringing the position to 32,444 shares worth $3.07M. The position accounts for 0.03% of the portfolio, ranked #317.

Choreo LLC first reported a position in IEF in Q2 2024 and has held it in 9 quarters since. The position peaked at $3.14M in Q4 2025. 1,138 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

  • Choreo LLC held 32,444 shares of iShares 7-10 Year Treasury Bond ETF worth $3.07M as of Q2 2026.
  • Choreo LLC bought 667 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $63.1K.
  • iShares 7-10 Year Treasury Bond ETF made up 0.03% of Choreo LLC's portfolio in Q2 2026, its #317 holding.
  • Choreo LLC first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2024 and has held it in 9 quarters since.
  • Choreo LLC's iShares 7-10 Year Treasury Bond ETF position peaked at $3.14M in Q4 2025.
  • 1,138 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Choreo LLC's 13F filing for Q2 2026, filed 4 Aug 2026.