Lido Advisors’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $3.24M | Buy |
34,287
+2,704
| +9% | +$256K | 0.01% | 628 |
|
|
2026
Q1 | $3.01M | Buy |
31,583
+1,783
| +6% | +$172K | 0.01% | 582 |
|
|
2025
Q4 | $2.87M | Sell |
29,800
-450
| -1% | -$43.5K | 0.01% | 611 |
|
|
2025
Q3 | $2.92M | Buy |
30,250
+925
| +3% | +$88.4K | 0.01% | 588 |
|
|
2025
Q2 | $2.81M | Sell |
29,325
-1,702
| -5% | -$161K | 0.01% | 501 |
|
|
2025
Q1 | $2.96M | Sell |
31,027
-14,464
| -32% | -$1.35M | 0.01% | 451 |
|
|
2024
Q4 | $4.21M | Buy |
45,491
+19
| +0% | +$1.79K | 0.02% | 363 |
|
|
2024
Q3 | $4.46M | Sell |
45,472
-11,537
| -20% | -$1.12M | 0.02% | 327 |
|
|
2024
Q2 | $5.34M | Buy |
57,009
+11,584
| +26% | +$1.08M | 0.03% | 276 |
|
|
2024
Q1 | $4.3M | Buy |
45,425
+5,318
| +13% | +$504K | 0.03% | 305 |
|
|
2023
Q4 | $3.87M | Sell |
40,107
-15,495
| -28% | -$1.43M | 0.03% | 297 |
|
|
2023
Q3 | $5.09M | Sell |
55,602
-5,213
| -9% | -$492K | 0.04% | 237 |
|
|
2023
Q2 | $5.87M | Sell |
60,815
-1,543
| -2% | -$152K | 0.04% | 201 |
|
|
2023
Q1 | $6.18M | Sell |
62,358
-5,186
| -8% | -$507K | 0.06% | 179 |
|
|
2022
Q4 | $6.47M | Sell |
67,544
-11,577
| -15% | -$1.11M | 0.08% | 135 |
|
|
2022
Q3 | $7.59M | Sell |
79,121
-12
| -0% | -$1.22K | 0.1% | 105 |
|
|
2022
Q2 | $8.1M | Sell |
79,133
-12,168
| -13% | -$1.25M | 0.11% | 95 |
|
|
2022
Q1 | $9.81M | Sell |
91,301
-60,153
| -40% | -$6.68M | 0.11% | 99 |
|
|
2021
Q4 | $17.4M | Buy |
151,454
+35,144
| +30% | +$4.04M | 0.19% | 57 |
|
|
2021
Q3 | $13.4M | Buy |
116,310
+12,313
| +12% | +$1.44M | 0.19% | 69 |
|
|
2021
Q2 | $12M | Buy |
103,997
+14,326
| +16% | +$1.64M | 0.17% | 72 |
|
|
2021
Q1 | $10.1M | Buy |
89,671
+422
| +0.5% | +$49.2K | 0.17% | 83 |
|
|
2020
Q4 | $10.7M | Sell |
89,249
-347
| -0.4% | -$41.7K | 0.22% | 56 |
|
|
2020
Q3 | $10.9M | Buy |
89,596
+1,437
| +2% | +$175K | 0.28% | 42 |
|
|
2020
Q2 | $10.7M | Sell |
88,159
-870
| -1% | -$106K | 0.32% | 40 |
|
|
2020
Q1 | $10.8M | Sell |
89,029
-5,037
| -5% | -$580K | 0.46% | 26 |
|
|
2019
Q4 | $10.4M | Sell |
94,066
-7,076
| -7% | -$789K | 0.41% | 34 |
|
|
2019
Q3 | $11.4M | Buy |
101,142
+3,923
| +4% | +$438K | 0.58% | 26 |
|
|
2019
Q2 | $10.7M | Sell |
97,219
-2,028
| -2% | -$217K | 0.61% | 30 |
|
|
2019
Q1 | $10.6M | Buy |
99,247
+93,543
| +1,640% | +$9.78M | 0.69% | 29 |
|
|
2018
Q4 | $594K | Buy |
5,704
+1,342
| +31% | +$136K | 0.06% | 197 |
|
|
2018
Q3 | $441K | Sell |
4,362
-78
| -2% | -$7.96K | 0.04% | 268 |
|
|
2018
Q2 | $455K | Buy |
4,440
+49
| +1% | +$4.99K | 0.05% | 229 |
|
|
2018
Q1 | $453K | Buy |
4,391
+2
| +0% | +$206 | 0.06% | 208 |
|
|
2017
Q4 | $463K | Buy |
4,389
+510
| +13% | +$54.1K | 0.07% | 160 |
|
|
2017
Q3 | $411K | Buy |
3,879
+69
| +2% | +$7.39K | 0.07% | 166 |
|
|
2017
Q2 | $406K | Buy |
3,810
+1
| +0% | +$107 | 0.08% | 133 |
|
|
2017
Q1 | $403K | Buy |
+3,809
| New | +$400K | 0.11% | 117 |
|
|
2016
Q4 | – | Sell |
-3,958
| Closed | -$443K | – | 227 |
|
|
2016
Q3 | $443K | Buy |
3,958
+88
| +2% | +$9.86K | 0.14% | 75 |
|
|
2016
Q2 | $437K | Buy |
3,870
+3
| +0.1% | +$332 | 0.13% | 73 |
|
|
2016
Q1 | $427K | Buy |
+3,867
| New | +$422K | 0.14% | 66 |
|
Other funds holding IEF
BTI
Lido Advisors's IEF Position: Q2 2026 in Review
Lido Advisors increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 8.6% in Q2 2026, buying an estimated $256K and bringing the position to 34,287 shares worth $3.24M. The position accounts for 0.01% of the portfolio, ranked #628.
Lido Advisors first reported a position in IEF in Q1 2016 and has held it in 41 quarters since. The position peaked at $17.4M in Q4 2021. 1,136 funds tracked by Wall St. Rank hold IEF as of Q2 2026.
- Lido Advisors held 34,287 shares of iShares 7-10 Year Treasury Bond ETF worth $3.24M as of Q2 2026.
- Lido Advisors bought 2,704 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $256K.
- iShares 7-10 Year Treasury Bond ETF made up 0.01% of Lido Advisors's portfolio in Q2 2026, its #628 holding.
- Lido Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2016 and has held it in 41 quarters since.
- Lido Advisors's iShares 7-10 Year Treasury Bond ETF position peaked at $17.4M in Q4 2021.
- 1,136 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.
Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.