Little House Capital’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Little House Capital’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	$10.9M	Buy	115,743 +2,122	+2%	+$201K	2.46%	11
2026 Q1	$10.8M	Sell	113,621 -1,925	-2%	-$185K	2.8%	9
2025 Q4	$11.1M	Sell	115,546 -5,314	-4%	-$514K	2.79%	9
2025 Q3	$11.7M	Buy	120,860 +2,656	+2%	+$254K	2.68%	9
2025 Q2	$11.3M	Buy	118,204 +6,218	+6%	+$588K	2.84%	8
2025 Q1	$10.7M	Buy	111,986 +39,722	+55%	+$3.72M	2.94%	6
2024 Q4	$6.68M	Sell	72,264 -20,414	-22%	-$1.93M	1.91%	15
2024 Q3	$9.09M	Buy	92,678 +1,755	+2%	+$170K	2.61%	9
2024 Q2	$8.51M	Buy	90,923 +3,945	+5%	+$366K	2.66%	10
2024 Q1	$8.23M	Buy	+86,978	New	+$8.24M	2.73%	8
2019 Q2	–	Sell	-581	Closed	-$61K	–	180
2019 Q1	$61K	Buy	+581	New	+$60.8K	0.05%	154

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

Little House Capital's IEF Position: Q2 2026 in Review

Little House Capital increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 1.9% in Q2 2026, buying an estimated $201K and bringing the position to 115,743 shares worth $10.9M. The position accounts for 2.46% of the portfolio, ranked #11.

Little House Capital first reported a position in IEF in Q1 2019 and has held it in 11 quarters since. The position peaked at $11.7M in Q3 2025. 1,136 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Little House Capital held 115,743 shares of iShares 7-10 Year Treasury Bond ETF worth $10.9M as of Q2 2026.
Little House Capital bought 2,122 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $201K.
iShares 7-10 Year Treasury Bond ETF made up 2.46% of Little House Capital's portfolio in Q2 2026, its #11 holding.
Little House Capital first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2019 and has held it in 11 quarters since.
Little House Capital's iShares 7-10 Year Treasury Bond ETF position peaked at $11.7M in Q3 2025.
1,136 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Little House Capital's 13F filing for Q2 2026, filed 7 Aug 2026.