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

Estate Counselors’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 		$21.7M Buy
227,204
+111,014
+96% +$10.7M 1.93% 7
2025
Q4 		$11.2M Buy
+116,190
New +$11.2M 0.94% 13
2024
Q4 		– Sell
-8,703
Closed -$854K – 109
2024
Q3 		$854K Buy
+8,703
New +$841K 0.09% 83
2022
Q4 		– Sell
-88,875
Closed -$8.53M – 162
2022
Q3 		$8.53M Buy
+88,875
New +$9.02M 1.32% 21
2021
Q2 		– Sell
-64,230
Closed -$7.25M – 170
2021
Q1 		$7.25M Sell
64,230
-4,000
-6% -$466K 1.06% 34
2020
Q4 		$8.18M Sell
68,230
-2,780
-4% -$334K 1.23% 28
2020
Q3 		$8.65M Sell
71,010
-15,030
-17% -$1.83M 1.34% 26
2020
Q2 		$10.5M Sell
86,040
-5,620
-6% -$683K 1.68% 18
2020
Q1 		$11.1M Buy
91,660
+6,100
+7% +$702K 1.83% 17
2019
Q4 		$9.43M Buy
85,560
+1,100
+1% +$123K 1.39% 31
2019
Q3 		$9.5M Buy
84,460
+29,690
+54% +$3.31M 1.46% 26
2019
Q2 		$6.03M Buy
+54,770
New +$5.87M 0.94% 39
2019
Q1 		– Sell
-49,320
Closed -$5.14M – 66
2018
Q4 		$5.14M Buy
+49,320
New +$5M 1.04% 38
2016
Q4 		– Sell
-44,490
Closed -$4.98M – 71
2016
Q3 		$4.98M Sell
44,490
-50
-0.1% -$5.6K 1.93% 22
2016
Q2 		$5.03M Hold
44,540
– – 2% 23
2016
Q1 		$4.92M Buy
+44,540
New +$4.86M 2.17% 18

Other funds holding IEF

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Raymond James Financial
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

Estate Counselors's IEF Position: Q1 2026 in Review

Estate Counselors increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 96% in Q1 2026, buying an estimated $10.7M and bringing the position to 227,204 shares worth $21.7M. The position accounts for 1.93% of the portfolio, ranked #7.

Estate Counselors first reported a position in IEF in Q1 2016 and has held it in 16 quarters since. 1,115 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

  • Estate Counselors held 227,204 shares of iShares 7-10 Year Treasury Bond ETF worth $21.7M as of Q1 2026.
  • Estate Counselors bought 111,014 iShares 7-10 Year Treasury Bond ETF shares in Q1 2026, an estimated $10.7M.
  • iShares 7-10 Year Treasury Bond ETF made up 1.93% of Estate Counselors's portfolio in Q1 2026, its #7 holding.
  • Estate Counselors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2016 and has held it in 16 quarters since.
  • 1,115 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2026.

Based on Estate Counselors's 13F filing for Q1 2026, filed 15 May 2026.