D.L. Carlson Investment Group’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

D.L. Carlson Investment Group’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	$540K	Hold	5,715	–	–	0.09%	100
2026 Q1	$545K	Sell	5,715 -525	-8%	-$50.5K	0.09%	102
2025 Q4	$600K	Sell	6,240 -418	-6%	-$40.4K	0.1%	98
2025 Q3	$642K	Hold	6,658	–	–	0.11%	102
2025 Q2	$638K	Buy	6,658 +1,483	+29%	+$140K	0.12%	100
2025 Q1	$494K	Buy	5,175 +1,575	+44%	+$147K	0.09%	112
2024 Q4	$333K	Buy	3,600 +430	+14%	+$40.6K	0.06%	123
2024 Q3	$311K	Buy	+3,170	New	+$306K	0.06%	132

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

D.L. Carlson Investment Group's IEF Position: Q2 2026 in Review

D.L. Carlson Investment Group held its iShares 7-10 Year Treasury Bond ETF (IEF) position steady in Q2 2026 at 5,715 shares worth $540K. The position accounts for 0.09% of the portfolio, ranked #100.

D.L. Carlson Investment Group first reported a position in IEF in Q3 2024 and has held it in 8 quarters since. The position peaked at $642K in Q3 2025. 1,136 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

D.L. Carlson Investment Group held 5,715 shares of iShares 7-10 Year Treasury Bond ETF worth $540K as of Q2 2026.
D.L. Carlson Investment Group left its iShares 7-10 Year Treasury Bond ETF share count unchanged in Q2 2026.
iShares 7-10 Year Treasury Bond ETF made up 0.09% of D.L. Carlson Investment Group's portfolio in Q2 2026, its #100 holding.
D.L. Carlson Investment Group first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2024 and has held it in 8 quarters since.
D.L. Carlson Investment Group's iShares 7-10 Year Treasury Bond ETF position peaked at $642K in Q3 2025.
1,136 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on D.L. Carlson Investment Group's 13F filing for Q2 2026, filed 11 Aug 2026.