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

Covestor’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	$180K	Buy	1,891 +1,448	+327%	+$139K	0.12%	123
2025 Q4	$43K	Buy	443 +236	+114%	+$22.8K	0.02%	963
2025 Q3	$20K	Sell	207 -52	-20%	-$4.97K	0.01%	1271
2025 Q2	$25K	Buy	259 +111	+75%	+$10.5K	0.01%	1169
2025 Q1	$14K	Buy	148 +132	+825%	+$12.3K	0.01%	1309
2024 Q4	$2K	Sell	16 -9	-36%	-$850	﹤0.01%	1888
2024 Q3	$2K	Sell	25 -1	-4%	-$97	﹤0.01%	1826
2024 Q2	$2K	Hold	26	–	–	﹤0.01%	1857
2024 Q1	$2K	Buy	26 +1	+4%	+$95	﹤0.01%	1853
2023 Q4	$2K	Hold	25	–	–	﹤0.01%	1857
2023 Q3	$2K	Sell	25 -2	-7%	-$189	﹤0.01%	1821
2023 Q2	$3K	Buy	27 +2	+8%	+$197	﹤0.01%	1763
2023 Q1	$2K	Sell	25 -2	-7%	-$196	﹤0.01%	1758
2022 Q4	$3K	Buy	27 +10	+59%	+$960	﹤0.01%	1699
2022 Q3	$2K	Sell	17 -97	-85%	-$9.84K	﹤0.01%	1713
2022 Q2	$12K	Sell	114 -18	-14%	-$1.85K	0.01%	1143
2022 Q1	$14K	Sell	132 -69	-34%	-$7.66K	0.01%	1187
2021 Q4	$23K	Buy	+201	New	+$23.1K	0.03%	825

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

Covestor's IEF Position: Q1 2026 in Review

Covestor increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 327% in Q1 2026, buying an estimated $139K and bringing the position to 1,891 shares worth $180K. The position accounts for 0.12% of the portfolio, ranked #123.

Covestor first reported a position in IEF in Q4 2021 and has held it in 18 quarters since. 1,115 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

Covestor held 1,891 shares of iShares 7-10 Year Treasury Bond ETF worth $180K as of Q1 2026.
Covestor bought 1,448 iShares 7-10 Year Treasury Bond ETF shares in Q1 2026, an estimated $139K.
iShares 7-10 Year Treasury Bond ETF made up 0.12% of Covestor's portfolio in Q1 2026, its #123 holding.
Covestor first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2021 and has held it in 18 quarters since.
1,115 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2026.

Based on Covestor's 13F filing for Q1 2026, filed 5 May 2026.