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

Karpus 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	$31.4M	Buy	331,612 +304,401	+1,119%	+$28.8M	0.9%	25
2026 Q1	$2.6M	Sell	27,211 -449,010	-94%	-$43.2M	0.08%	165
2025 Q4	$45.8M	Buy	476,221 +32,583	+7%	+$3.15M	1.41%	19
2025 Q3	$42.8M	Buy	443,638 +129,669	+41%	+$12.4M	1.36%	23
2025 Q2	$30.1M	Sell	313,969 -105,318	-25%	-$9.96M	0.97%	25
2025 Q1	$40M	Buy	419,287 +3,111	+0.7%	+$291K	1.3%	21
2024 Q4	$38.5M	Buy	416,176 +223,776	+116%	+$21.1M	1.14%	23
2024 Q3	$18.9M	Buy	192,400 +178,215	+1,256%	+$17.2M	0.52%	47
2024 Q2	$1.33M	Sell	14,185 -235	-2%	-$21.8K	0.04%	183
2024 Q1	$1.36M	Sell	14,420 -7,645	-35%	-$725K	0.04%	186
2023 Q4	$2.13M	Buy	22,065 +295	+1%	+$27.3K	0.06%	163
2023 Q3	$1.99M	Sell	21,770 -1,500	-6%	-$141K	0.07%	173
2023 Q2	$2.25M	Sell	23,270 -300	-1%	-$29.5K	0.07%	177
2023 Q1	$2.34M	Sell	23,570 -73,462	-76%	-$7.18M	0.07%	191
2022 Q4	$9.29M	Buy	+97,032	New	+$9.32M	0.31%	70

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

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

Karpus Investment Management increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 1,119% in Q2 2026, buying an estimated $28.8M and bringing the position to 331,612 shares worth $31.4M. The position accounts for 0.9% of the portfolio, ranked #25.

Karpus Investment Management first reported a position in IEF in Q4 2022 and has held it in 15 quarters since. The position peaked at $45.8M in Q4 2025. 1,137 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Karpus Investment Management held 331,612 shares of iShares 7-10 Year Treasury Bond ETF worth $31.4M as of Q2 2026.
Karpus Investment Management bought 304,401 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $28.8M.
iShares 7-10 Year Treasury Bond ETF made up 0.9% of Karpus Investment Management's portfolio in Q2 2026, its #25 holding.
Karpus Investment Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2022 and has held it in 15 quarters since.
Karpus Investment Management's iShares 7-10 Year Treasury Bond ETF position peaked at $45.8M in Q4 2025.
1,137 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Karpus Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.