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

Citigroup’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
2025 Q4	–	Sell	-500,000	Closed	-$48.2M	–	6239
2025 Q3	$48.2M	Buy	+500,000	New	+$47.8M	0.02%	646
2025 Q2	–	Sell	-634,600	Closed	-$60.5M	–	5767
2025 Q1	$60.5M	Buy	634,600 +234,600	+59%	+$21.9M	0.03%	498
2024 Q4	$37M	Buy	400,000 +150,000	+60%	+$14.2M	0.02%	645
2024 Q3	$24.5M	Sell	250,000 -620,000	-71%	-$59.9M	0.01%	842
2024 Q2	$81.5M	Sell	870,000 -130,000	-13%	-$12.1M	0.05%	330
2024 Q1	$94.7M	Buy	+1,000,000	New	+$94.8M	0.06%	289
2023 Q3	–	Sell	-525,000	Closed	-$50.7M	–	5720
2023 Q2	$50.7M	Buy	525,000 +250,000	+91%	+$24.6M	0.03%	431
2023 Q1	$27.3M	Sell	275,000 -725,000	-73%	-$70.9M	0.02%	661
2022 Q4	$95.8M	Sell	1,000,000 -3,337,900	-77%	-$321M	0.08%	237
2022 Q3	$416M	Buy	4,337,900 +2,587,900	+148%	+$263M	0.3%	45
2022 Q2	$179M	Buy	1,750,000 +1,380,000	+373%	+$142M	0.13%	129
2022 Q1	$39.8M	Buy	+370,000	New	+$41.1M	0.02%	592
2021 Q4	–	Sell	-100,000	Closed	-$11.5M	–	5958
2021 Q3	$11.5M	Hold	100,000	–	–	0.01%	1321
2021 Q2	$11.5M	Buy	+100,000	New	+$11.4M	0.01%	1322
2021 Q1	–	Sell	-17,100	Closed	-$2.05M	–	6793
2020 Q4	$2.05M	Hold	17,100	–	–	﹤0.01%	2837
2020 Q3	$2.08M	Sell	17,100 -3,300	-16%	-$403K	﹤0.01%	2615
2020 Q2	$2.49M	Sell	20,400 -20,900	-51%	-$2.54M	﹤0.01%	2560
2020 Q1	$5.02M	Sell	41,300 -140,500	-77%	-$16.2M	﹤0.01%	1676
2019 Q4	$20M	Sell	181,800 -28,700	-14%	-$3.2M	0.01%	969
2019 Q3	$23.7M	Buy	210,500 +35,300	+20%	+$3.94M	0.02%	822
2019 Q2	$19.3M	Sell	175,200 -50,700	-22%	-$5.43M	0.02%	956
2019 Q1	$24.1M	Sell	225,900 -610,100	-73%	-$63.8M	0.02%	730
2018 Q4	$87.1M	Sell	836,000 -68,400	-8%	-$6.93M	0.09%	219
2018 Q3	$91.5M	Buy	904,400 +424,500	+88%	+$43.3M	0.08%	213
2018 Q2	$49.2M	Buy	479,900 +118,700	+33%	+$12.1M	0.05%	378
2018 Q1	$37.2M	Buy	361,200 +79,800	+28%	+$8.22M	0.03%	500
2017 Q4	$29.7M	Buy	281,400 +196,200	+230%	+$20.8M	0.02%	645
2017 Q3	$9.08M	Buy	85,200 +46,300	+119%	+$4.96M	0.01%	1299
2017 Q2	$4.15M	Sell	38,900 -1,300	-3%	-$139K	﹤0.01%	1860
2017 Q1	$4.25M	Buy	40,200 +24,900	+163%	+$2.62M	﹤0.01%	1790
2016 Q4	$1.6M	Sell	15,300 -33,200	-68%	-$3.57M	﹤0.01%	3189
2016 Q3	$5.43M	Buy	48,500 +30,000	+162%	+$3.36M	0.01%	1591
2016 Q2	$2.09M	Sell	18,500 -3,900	-17%	-$431K	﹤0.01%	2307
2016 Q1	$2.47M	Sell	22,400 -1,500	-6%	-$164K	﹤0.01%	2256
2015 Q4	$2.52M	Buy	23,900 +5,600	+31%	+$597K	﹤0.01%	2305
2015 Q3	$1.97M	Sell	18,300 -89,200	-83%	-$9.47M	﹤0.01%	2454
2015 Q2	$11.3M	Sell	107,500 -11,700	-10%	-$1.25M	0.01%	1116
2015 Q1	$12.9M	Buy	119,200 +49,900	+72%	+$5.38M	0.01%	1018
2014 Q4	$7.34M	Buy	69,300 +60,000	+645%	+$6.33M	0.01%	1497
2014 Q3	$964K	Sell	9,300 -77,100	-89%	-$7.99M	﹤0.01%	3042
2014 Q2	$8.95M	Sell	86,400 -49,900	-37%	-$5.12M	0.01%	1337
2014 Q1	$13.9M	Buy	136,300 +35,600	+35%	+$3.61M	0.01%	948
2013 Q4	$9.99M	Sell	100,700 -26,300	-21%	-$2.67M	0.01%	1244
2013 Q3	$13M	Sell	127,000 -15,600	-11%	-$1.58M	0.01%	984
2013 Q2	$14.6M	Buy	+142,600	New	+$15.2M	0.01%	829

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

Citigroup's IEF Position: Q1 2026 in Review

Citigroup reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 58% in Q1 2026, selling an estimated $46.8M and leaving 345,937 shares worth $33M. The position accounts for 0.01% of the portfolio, ranked #818.

Citigroup first reported a position in IEF in Q2 2013 and has held it in 52 quarters since. The position peaked at $129M in Q3 2023. 1,115 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

Citigroup held 345,937 shares of iShares 7-10 Year Treasury Bond ETF worth $33M as of Q1 2026.
Citigroup sold 486,432 iShares 7-10 Year Treasury Bond ETF shares in Q1 2026, an estimated $46.8M.
iShares 7-10 Year Treasury Bond ETF made up 0.01% of Citigroup's portfolio in Q1 2026, its #818 holding.
Citigroup first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2013 and has held it in 52 quarters since.
Citigroup's iShares 7-10 Year Treasury Bond ETF position peaked at $129M in Q3 2023.
1,115 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2026.

Based on Citigroup's 13F filing for Q1 2026, filed 11 May 2026.