GIM
IEF icon

Goelzer Investment Management’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Goelzer Investment Management’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 		$597K Buy
6,310
+61
+1% +$5.77K 0.03% 217
2026
Q1 		$596K Sell
6,249
-1,275
-17% -$123K 0.03% 213
2025
Q4 		$724K Buy
7,524
+5
+0.1% +$484 0.03% 183
2025
Q3 		$725K Sell
7,519
-302
-4% -$28.9K 0.04% 166
2025
Q2 		$749K Buy
7,821
+104
+1% +$9.83K 0.04% 165
2025
Q1 		$736K Buy
7,717
+366
+5% +$34.2K 0.04% 156
2024
Q4 		$680K Buy
7,351
+347
+5% +$32.8K 0.04% 159
2024
Q3 		$687K Buy
7,004
+23
+0.3% +$2.22K 0.04% 155
2024
Q2 		$654K Buy
6,981
+148
+2% +$13.7K 0.04% 157
2024
Q1 		$647K Sell
6,833
-7,710
-53% -$731K 0.04% 163
2023
Q4 		$1.4M Buy
14,543
+3,476
+31% +$321K 0.09% 132
2023
Q3 		$1.01M Buy
11,067
+1,775
+19% +$167K 0.07% 137
2023
Q2 		$898K Buy
9,292
+239
+3% +$23.5K 0.08% 142
2023
Q1 		$897K Buy
9,053
+2,299
+34% +$225K 0.08% 145
2022
Q4 		$647K Sell
6,754
-15,842
-70% -$1.52M 0.06% 164
2022
Q3 		$2.17M Buy
22,596
+3,599
+19% +$365K 0.22% 119
2022
Q2 		$1.94M Buy
+18,997
New +$1.95M 0.19% 125

Other funds holding IEF

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $38.6B AUM 35.31% 1-Year Est. Return
PC
Peavine Capital Reno, Nevada $472M AUM 9.2% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Goelzer Investment Management's IEF Position: Q2 2026 in Review

Goelzer Investment Management increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 0.98% in Q2 2026, buying an estimated $5.77K and bringing the position to 6,310 shares worth $597K. The position accounts for 0.03% of the portfolio, ranked #217.

Goelzer Investment Management first reported a position in IEF in Q2 2022 and has held it in 17 quarters since. The position peaked at $2.17M in Q3 2022. 808 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

  • Goelzer Investment Management held 6,310 shares of iShares 7-10 Year Treasury Bond ETF worth $597K as of Q2 2026.
  • Goelzer Investment Management bought 61 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $5.77K.
  • iShares 7-10 Year Treasury Bond ETF made up 0.03% of Goelzer Investment Management's portfolio in Q2 2026, its #217 holding.
  • Goelzer Investment Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2022 and has held it in 17 quarters since.
  • Goelzer Investment Management's iShares 7-10 Year Treasury Bond ETF position peaked at $2.17M in Q3 2022.
  • 808 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Goelzer Investment Management's 13F filing for Q2 2026, filed 15 Jul 2026.