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Dorsey Wright & Associates’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Dorsey Wright & Associates’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 		$3.32M Sell
35,074
-68,169
-66% -$6.45M 0.56% 53
2026
Q1 		$9.85M Buy
103,243
+69,606
+207% +$6.7M 1.22% 25
2025
Q4 		$3.23M Sell
33,637
-1,138
-3% -$110K 0.7% 47
2025
Q3 		$3.35M Buy
34,775
+2,717
+8% +$260K 0.75% 44
2025
Q2 		$3.07M Buy
32,058
+614
+2% +$58.1K 0.73% 46
2025
Q1 		$3M Sell
31,444
-470
-1% -$44K 0.76% 56
2024
Q4 		$2.95M Buy
31,914
+298
+0.9% +$28.2K 0.7% 56
2024
Q3 		$3.1M Sell
31,616
-371
-1% -$35.9K 0.73% 57
2024
Q2 		$3M Sell
31,987
-788
-2% -$73.2K 0.78% 57
2024
Q1 		$3.1M Buy
32,775
+5,139
+19% +$487K 0.81% 50
2023
Q4 		$2.66M Buy
27,636
+350
+1% +$32.4K 0.81% 59
2023
Q3 		$2.5M Sell
27,286
-1,409
-5% -$133K 0.78% 64
2023
Q2 		$2.77M Buy
28,695
+2,315
+9% +$228K 0.84% 57
2023
Q1 		$2.62M Buy
26,380
+10,494
+66% +$1.03M 0.79% 71
2022
Q4 		$1.52M Buy
+15,886
New +$1.53M 0.44% 98
2022
Q2 		$2.67M Sell
26,104
-10,053
-28% -$1.03M 0.78% 63
2022
Q1 		$3.89M Sell
36,157
-2,104
-5% -$234K 0.9% 43
2021
Q4 		$4.4M Buy
38,261
+654
+2% +$75.2K 0.91% 43
2021
Q3 		$4.33M Buy
37,607
+7,104
+23% +$831K 0.95% 42
2021
Q2 		$3.52M Buy
30,503
+4,318
+16% +$494K 0.75% 57
2021
Q1 		$2.96K Buy
26,185
+4,239
+19% +$494K 0.03% 221
2020
Q4 		$2.63M Buy
21,946
+3,472
+19% +$418K 0.39% 80
2020
Q3 		$2.25M Sell
18,474
-17,534
-49% -$2.14M 0.41% 76
2020
Q2 		$4.39M Sell
36,008
-913
-2% -$111K 0.9% 22
2020
Q1 		$4.49M Buy
+36,921
New +$4.25M 1.7% 9
2019
Q4 		– Sell
-17,141
Closed -$1.93M – 304
2019
Q3 		$1.93M Sell
17,141
-2,886
-14% -$322K 0.49% 88
2019
Q2 		$2.2M Buy
20,027
+2,476
+14% +$265K 0.53% 80
2019
Q1 		$1.87M Buy
17,551
+33
+0.2% +$3.45K 0.45% 98
2018
Q4 		$1.82M Sell
17,518
-3,375
-16% -$342K 0.55% 76
2018
Q3 		$2.11M Sell
20,893
-13,878
-40% -$1.42M 0.39% 84
2018
Q2 		$3.56M Buy
34,771
+5,846
+20% +$595K 0.52% 65
2018
Q1 		$2.98M Sell
28,925
-2,852
-9% -$294K 0.46% 65
2017
Q4 		$3.35M Sell
31,777
-307
-1% -$32.6K 0.61% 64
2017
Q3 		$3.42M Buy
32,084
+241
+0.8% +$25.8K 0.79% 65
2017
Q2 		$3.4M Sell
31,843
-3,414
-10% -$365K 1.04% 31
2017
Q1 		$3.72M Buy
35,257
+4,583
+15% +$481K 1.28% 21
2016
Q4 		$3.21M Sell
30,674
-2,770
-8% -$298K 1.36% 22
2016
Q3 		$3.74M Sell
33,444
-41,030
-55% -$4.6M 1.78% 18
2016
Q2 		$8.41M Sell
74,474
-4,845
-6% -$536K 4.47% 1
2016
Q1 		$8.75M Sell
79,319
-5,978
-7% -$652K 4.64% 1
2015
Q4 		$9.01M Buy
85,297
+66,181
+346% +$7.06M 4.61% 1
2015
Q3 		$517K Sell
19,116
-123
-0.6% -$13.1K 0.27% 58
2015
Q2 		$2M Buy
19,239
+3,770
+24% +$401K 0.97% 27
2015
Q1 		$1.68M Buy
15,469
+1,002
+7% +$108K 0.77% 37
2014
Q4 		$1.53M Sell
14,467
-351,381
-96% -$37.1M 0.7% 36
2014
Q3 		$37.9M Sell
365,848
-16,830
-4% -$1.74M 5.3% 4
2014
Q2 		$39.6M Sell
382,678
-5,720
-1% -$587K 4.65% 4
2014
Q1 		$39.5M Sell
388,398
-8,660
-2% -$879K 5.49% 4
2013
Q4 		$39.6M Buy
397,058
+20,639
+5% +$2.09M 5.74% 3
2013
Q3 		$38.3K Buy
376,419
+27,372
+8% +$2.77M 5.38% 4
2013
Q2 		$35.7M Buy
+349,047
New +$37.2M 5.81% 3

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
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
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Dorsey Wright & Associates's IEF Position: Q2 2026 in Review

Dorsey Wright & Associates reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 66% in Q2 2026, selling an estimated $6.45M and leaving 35,074 shares worth $3.32M. The position accounts for 0.56% of the portfolio, ranked #53.

Dorsey Wright & Associates first reported a position in IEF in Q2 2013 and has held it in 51 quarters since. The position peaked at $39.6M in Q2 2014. 977 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

  • Dorsey Wright & Associates held 35,074 shares of iShares 7-10 Year Treasury Bond ETF worth $3.32M as of Q2 2026.
  • Dorsey Wright & Associates sold 68,169 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $6.45M.
  • iShares 7-10 Year Treasury Bond ETF made up 0.56% of Dorsey Wright & Associates's portfolio in Q2 2026, its #53 holding.
  • Dorsey Wright & Associates first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2013 and has held it in 51 quarters since.
  • Dorsey Wright & Associates's iShares 7-10 Year Treasury Bond ETF position peaked at $39.6M in Q2 2014.
  • 977 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Dorsey Wright & Associates's 13F filing for Q2 2026, filed 6 Aug 2026.