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 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 Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

BTI

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

Choreo LLC's IEF Position: Q1 2026 in Review

Choreo LLC reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 2.5% in Q1 2026, selling an estimated $78.4K and leaving 31,777 shares worth $3.03M. The position accounts for 0.04% of the portfolio, ranked #298.

Choreo LLC first reported a position in IEF in Q2 2024 and has held it in 8 quarters since. The position peaked at $3.14M in Q4 2025. 1,115 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

Choreo LLC held 31,777 shares of iShares 7-10 Year Treasury Bond ETF worth $3.03M as of Q1 2026.
Choreo LLC sold 815 iShares 7-10 Year Treasury Bond ETF shares in Q1 2026, an estimated $78.4K.
iShares 7-10 Year Treasury Bond ETF made up 0.04% of Choreo LLC's portfolio in Q1 2026, its #298 holding.
Choreo LLC first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2024 and has held it in 8 quarters since.
Choreo LLC's iShares 7-10 Year Treasury Bond ETF position peaked at $3.14M in Q4 2025.
1,115 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2026.

Based on Choreo LLC's 13F filing for Q1 2026, filed 13 May 2026.