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

Invesco’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
2024 Q4	–	Sell	-2,569,800	Closed	-$252M	–	3782
2024 Q3	$252M	Buy	+2,569,800	New	+$248M	0.05%	512
2015 Q3	–	Sell	-1,062	Closed	-$112K	–	3876
2015 Q2	$112K	Sell	1,062 -37	-3%	-$3.94K	﹤0.01%	3839
2015 Q1	$119K	Sell	1,099 -26	-2%	-$2.81K	﹤0.01%	3774
2014 Q4	$119K	Sell	1,125 -73	-6%	-$7.7K	﹤0.01%	3757
2014 Q3	$124K	Sell	1,198 -74	-6%	-$7.67K	﹤0.01%	3795
2014 Q2	$132K	Sell	1,272 -88	-6%	-$9.04K	﹤0.01%	3860
2014 Q1	$138K	Sell	1,360 -583	-30%	-$59.2K	﹤0.01%	3880
2013 Q4	$193K	Sell	1,943 -182	-9%	-$18.5K	﹤0.01%	3806
2013 Q3	$217K	Sell	2,125 -707	-25%	-$71.5K	﹤0.01%	3731
2013 Q2	$291K	Buy	+2,832	New	+$302K	﹤0.01%	3529

Other funds holding IEF

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco's IEF Position: Q4 2024 in Review

Invesco sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q4 2024, closing a stake of 2,569,800 shares — an estimated $252M sold.

Invesco first reported a position in IEF in Q2 2013 and held it in 10 quarters. The position peaked at $252M in Q3 2024. 974 funds tracked by Wall St. Rank hold IEF as of Q4 2024.

Invesco reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q4 2024 after selling out during the quarter.
Invesco sold 2,569,800 iShares 7-10 Year Treasury Bond ETF shares in Q4 2024, an estimated $252M.
Invesco first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2013 and held it in 10 quarters.
Invesco's iShares 7-10 Year Treasury Bond ETF position peaked at $252M in Q3 2024.
974 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q4 2024.

Based on Invesco's 13F filing for Q4 2024, filed 13 Feb 2025.