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

John Overdeck’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	$1.63M	Buy	+17,230	New	+$1.63M	﹤0.01%	3180
2026 Q1	–	Sell	-25,436	Closed	-$2.45M	–	4737
2025 Q4	$2.45M	Buy	+25,436	New	+$2.46M	﹤0.01%	2298
2025 Q3	–	Sell	-24,136	Closed	-$2.31M	–	3773
2025 Q2	$2.31M	Buy	+24,136	New	+$2.28M	﹤0.01%	1732
2024 Q1	–	Sell	-26,150	Closed	-$2.52M	–	3181
2023 Q4	$2.52M	Buy	+26,150	New	+$2.42M	0.01%	1359

Other funds holding IEF

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

John Overdeck's IEF Position: Q2 2026 in Review

John Overdeck opened a new position in iShares 7-10 Year Treasury Bond ETF (IEF) in Q2 2026: 17,230 shares worth $1.63M. The stake represents ﹤0.01% of the portfolio and ranks #3180 among its holdings. This is a return to the name: John Overdeck previously reported a position in IEF as recently as Q4 2025.

John Overdeck first reported a position in IEF in Q4 2023 and has held it in 4 quarters since. The position peaked at $2.52M in Q4 2023. 1,136 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

John Overdeck held 17,230 shares of iShares 7-10 Year Treasury Bond ETF worth $1.63M as of Q2 2026.
iShares 7-10 Year Treasury Bond ETF was a new John Overdeck position in Q2 2026.
iShares 7-10 Year Treasury Bond ETF made up ﹤0.01% of John Overdeck's portfolio in Q2 2026, its #3180 holding.
John Overdeck first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2023 and has held it in 4 quarters since.
John Overdeck's iShares 7-10 Year Treasury Bond ETF position peaked at $2.52M in Q4 2023.
1,136 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.