Founders Financial Securities’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $231K | Sell |
2,446
-601
| -20% | -$56.9K | 0.01% | 513 |
|
|
2026
Q1 | $291K | Sell |
3,047
-959
| -24% | -$92.3K | 0.02% | 458 |
|
|
2025
Q4 | $385K | Buy |
4,006
+1,028
| +35% | +$99.5K | 0.02% | 433 |
|
|
2025
Q3 | $287K | Buy |
+2,978
| New | +$285K | 0.02% | 428 |
|
|
2025
Q2 | – | Sell |
-7,557
| Closed | -$722K | – | 502 |
|
|
2025
Q1 | $722K | Buy |
+7,557
| New | +$707K | 0.06% | 265 |
|
|
2023
Q3 | – | Sell |
-23,540
| Closed | -$2.27M | – | 341 |
|
|
2023
Q2 | $2.27M | Buy |
23,540
+541
| +2% | +$53.2K | 0.3% | 76 |
|
|
2023
Q1 | $2.28M | Buy |
22,999
+1,189
| +5% | +$116K | 0.33% | 71 |
|
|
2022
Q4 | $2.09M | Sell |
21,810
-711
| -3% | -$68.3K | 0.33% | 74 |
|
|
2022
Q3 | $2.16M | Buy |
22,521
+3,327
| +17% | +$338K | 0.38% | 60 |
|
|
2022
Q2 | $1.96M | Sell |
19,194
-789
| -4% | -$81K | 0.38% | 57 |
|
|
2022
Q1 | $2.15M | Buy |
19,983
+16,381
| +455% | +$1.82M | 0.38% | 61 |
|
|
2021
Q4 | $414K | Buy |
+3,602
| New | +$414K | 0.07% | 188 |
|
|
2021
Q3 | – | Sell |
-6,516
| Closed | -$753K | – | 278 |
|
|
2021
Q2 | $753K | Sell |
6,516
-5,297
| -45% | -$606K | 0.15% | 139 |
|
|
2021
Q1 | $1.33M | Buy |
11,813
+7,846
| +198% | +$914K | 0.31% | 64 |
|
|
2020
Q4 | $476K | Sell |
3,967
-6,087
| -61% | -$732K | 0.11% | 133 |
|
|
2020
Q3 | $1.23M | Sell |
10,054
-21,428
| -68% | -$2.61M | 0.39% | 44 |
|
|
2020
Q2 | $3.84M | Sell |
31,482
-1,443
| -4% | -$175K | 1.24% | 22 |
|
|
2020
Q1 | $4M | Buy |
32,925
+28,490
| +642% | +$3.28M | 1.49% | 9 |
|
|
2019
Q4 | $489K | Buy |
4,435
+137
| +3% | +$15.3K | 0.17% | 80 |
|
|
2019
Q3 | $483K | Sell |
4,298
-2,379
| -36% | -$265K | 0.15% | 93 |
|
|
2019
Q2 | $735K | Buy |
6,677
+730
| +12% | +$78.2K | 0.24% | 65 |
|
|
2019
Q1 | $634K | Buy |
+5,947
| New | +$622K | 0.2% | 75 |
|
|
2018
Q1 | – | Sell |
-15,968
| Closed | -$1.69M | – | 104 |
|
|
2017
Q4 | $1.69M | Buy |
15,968
+2,807
| +21% | +$298K | 0.56% | 30 |
|
|
2017
Q3 | $1.4M | Buy |
13,161
+7,535
| +134% | +$807K | 0.5% | 31 |
|
|
2017
Q2 | $600K | Sell |
5,626
-388
| -6% | -$41.4K | 0.23% | 67 |
|
|
2017
Q1 | $635K | Sell |
6,014
-43
| -0.7% | -$4.52K | 0.24% | 59 |
|
|
2016
Q4 | $635K | Buy |
+6,057
| New | +$651K | 0.26% | 49 |
|
|
2016
Q3 | – | Sell |
-5,764
| Closed | -$651K | – | 86 |
|
|
2016
Q2 | $651K | Buy |
5,764
+313
| +6% | +$34.6K | 0.3% | 54 |
|
|
2016
Q1 | $601K | Buy |
5,451
+1,879
| +53% | +$205K | 0.28% | 49 |
|
|
2015
Q4 | $377K | Buy |
3,572
+346
| +11% | +$36.9K | 0.18% | 53 |
|
|
2015
Q3 | $348K | Buy |
+3,226
| New | +$343K | 0.17% | 51 |
|
Other funds holding IEF
BTI
Founders Financial Securities's IEF Position: Q2 2026 in Review
Founders Financial Securities reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 20% in Q2 2026, selling an estimated $56.9K and leaving 2,446 shares worth $231K. The position accounts for 0.01% of the portfolio, ranked #513.
Founders Financial Securities first reported a position in IEF in Q3 2015 and has held it in 31 quarters since. The position peaked at $4M in Q1 2020. 1,136 funds tracked by Wall St. Rank hold IEF as of Q2 2026.
- Founders Financial Securities held 2,446 shares of iShares 7-10 Year Treasury Bond ETF worth $231K as of Q2 2026.
- Founders Financial Securities sold 601 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $56.9K.
- iShares 7-10 Year Treasury Bond ETF made up 0.01% of Founders Financial Securities's portfolio in Q2 2026, its #513 holding.
- Founders Financial Securities first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2015 and has held it in 31 quarters since.
- Founders Financial Securities's iShares 7-10 Year Treasury Bond ETF position peaked at $4M in Q1 2020.
- 1,136 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.
Based on Founders Financial Securities's 13F filing for Q2 2026, filed 31 Jul 2026.