IIM
IEF icon

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

Invariant 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 		$26.2M Buy
278,454
+55,562
+25% +$5.26M 15.37% 2
2026
Q1 		$21.3M Buy
222,892
+9,908
+5% +$953K 13.09% 2
2025
Q4 		$20.5M Buy
+212,984
New +$20.6M 13.13% 2

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

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

Invariant Investment Management increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 25% in Q2 2026, buying an estimated $5.26M and bringing the position to 278,454 shares worth $26.2M. The position accounts for 15.37% of the portfolio, ranked #2.

Invariant Investment Management first reported a position in IEF in Q4 2025 and has held it in 3 quarters since. 822 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

  • Invariant Investment Management held 278,454 shares of iShares 7-10 Year Treasury Bond ETF worth $26.2M as of Q2 2026.
  • Invariant Investment Management bought 55,562 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $5.26M.
  • iShares 7-10 Year Treasury Bond ETF made up 15.37% of Invariant Investment Management's portfolio in Q2 2026, its #2 holding.
  • Invariant Investment Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 822 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Invariant Investment Management's 13F filing for Q2 2026, filed 8 Jul 2026.