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IEF icon

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

INVST’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 		$1.54M Buy
16,282
+3,580
+28% +$339K 0.15% 107
2026
Q1 		$1.21M Buy
12,702
+6,199
+95% +$596K 0.14% 118
2025
Q4 		$625K Sell
6,503
-1,086
-14% -$105K 0.07% 224
2025
Q3 		$732K Buy
7,589
+1,232
+19% +$118K 0.08% 202
2025
Q2 		$609K Buy
6,357
+1,090
+21% +$103K 0.08% 220
2025
Q1 		$502K Sell
5,267
-238
-4% -$22.3K 0.07% 218
2024
Q4 		$509K Sell
5,505
-205,549
-97% -$19.4M 0.06% 170
2024
Q3 		$20.7M Buy
211,054
+208,569
+8,393% +$20.2M 2.51% 11
2024
Q2 		$230K Sell
2,485
-336
-12% -$31.2K 0.03% 237
2024
Q1 		$264K Sell
2,821
-807
-22% -$76.5K 0.03% 202
2023
Q4 		$345K Sell
3,628
-50,513
-93% -$4.67M 0.04% 170
2023
Q3 		$4.96M Buy
54,141
+2,183
+4% +$206K 0.72% 33
2023
Q2 		$5.02M Buy
51,958
+132
+0.3% +$13K 0.73% 32
2023
Q1 		$5.13M Buy
51,826
+312
+0.6% +$30.5K 0.79% 31
2022
Q4 		$5.11M Sell
51,514
-3,509
-6% -$337K 0.8% 28
2022
Q3 		$5.21M Sell
55,023
-629
-1% -$63.8K 0.89% 27
2022
Q2 		$5.79M Sell
55,652
-2,189
-4% -$225K 0.9% 28
2022
Q1 		$5.89M Sell
57,841
-2,001
-3% -$222K 0.97% 28
2021
Q4 		$6.62M Sell
59,842
-1,504
-2% -$173K 1.04% 27
2021
Q3 		$7.07M Sell
61,346
-70,368
-53% -$8.23M 1.12% 28
2021
Q2 		$15.4M Buy
131,714
+6,762
+5% +$774K 2.52% 11
2021
Q1 		$14.2M Buy
124,952
+5,464
+5% +$637K 2.46% 11
2020
Q4 		$14.3M Sell
119,488
-135,512
-53% -$16.3M 2.6% 13
2020
Q3 		$31.1M Sell
255,000
-49,482
-16% -$6.04M 7.24% 1
2020
Q2 		$37M Buy
304,482
+226,318
+290% +$27.5M 10.99% 1
2020
Q1 		$9.52M Buy
78,164
+16,582
+27% +$1.91M 3.95% 6
2019
Q4 		$6.79M Buy
61,582
+22,453
+57% +$2.5M 2.55% 18
2019
Q3 		$4.41M Buy
39,129
+13,817
+55% +$1.54M 1.98% 18
2019
Q2 		$2.78M Buy
25,312
+1,291
+5% +$138K 1.43% 21
2019
Q1 		$2.54M Buy
+24,021
New +$2.51M 1.27% 22

Other funds holding IEF

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

INVST's IEF Position: Q2 2026 in Review

INVST increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 28% in Q2 2026, buying an estimated $339K and bringing the position to 16,282 shares worth $1.54M. The position accounts for 0.15% of the portfolio, ranked #107.

INVST first reported a position in IEF in Q1 2019 and has held it in 30 quarters since. The position peaked at $37M in Q2 2020. 1,136 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

  • INVST held 16,282 shares of iShares 7-10 Year Treasury Bond ETF worth $1.54M as of Q2 2026.
  • INVST bought 3,580 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $339K.
  • iShares 7-10 Year Treasury Bond ETF made up 0.15% of INVST's portfolio in Q2 2026, its #107 holding.
  • INVST first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2019 and has held it in 30 quarters since.
  • INVST's iShares 7-10 Year Treasury Bond ETF position peaked at $37M in Q2 2020.
  • 1,136 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on INVST's 13F filing for Q2 2026, filed 14 Aug 2026.