NVWM LLC
IEF icon

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

NVWM LLC’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
Q3 		$85.6K Buy
958
+44
+5% +$4.07K 0.02% 224
2026
Q2 		$86.4K Sell
914
-2,227
-71% -$211K 0.02% 213
2026
Q1 		$300K Sell
3,141
-43,730
-93% -$4.21M 0.07% 189
2025
Q4 		$4.51M Buy
46,871
+3,543
+8% +$343K 0.98% 21
2025
Q3 		$4.18M Buy
43,328
+593
+1% +$56.7K 0.94% 19
2025
Q2 		$4.09M Sell
42,735
-74,166
-63% -$7.01M 0.99% 19
2025
Q1 		$11.1M Buy
116,901
+22,988
+24% +$2.15M 2.96% 4
2024
Q4 		$8.68M Sell
93,913
-13,424
-13% -$1.27M 2.19% 6
2024
Q3 		$10.5M Buy
107,337
+1,486
+1% +$144K 2.68% 5
2024
Q2 		$9.9M Buy
105,851
+1,615
+2% +$150K 2.64% 5
2024
Q1 		$9.9M Buy
104,236
+8,979
+9% +$851K 2.71% 4
2023
Q4 		$9.18M Sell
95,257
-3,651
-4% -$338K 2.75% 5
2023
Q3 		$9.06M Buy
98,908
+5,676
+6% +$535K 2.96% 4
2023
Q2 		$9.01M Buy
93,232
+13,390
+17% +$1.32M 2.93% 4
2023
Q1 		$7.91M Buy
79,842
+35,692
+81% +$3.49M 2.65% 4
2022
Q4 		$4.23M Buy
44,150
+27,438
+164% +$2.63M 1.54% 10
2022
Q3 		$1.6M Buy
+16,712
New +$1.7M 0.64% 42
2021
Q3 		– Sell
-480
Closed -$55K – 500
2021
Q2 		$55K Hold
480
– – 0.02% 247
2021
Q1 		$54K Sell
480
-23,090
-98% -$2.69M 0.02% 227
2020
Q4 		$2.83M Sell
23,570
-6,060
-20% -$729K 1.18% 16
2020
Q3 		$3.61M Sell
29,630
-1,365
-4% -$167K 1.69% 9
2020
Q2 		$3.78M Buy
30,995
+423
+1% +$51.4K 2.03% 6
2020
Q1 		$3.71M Buy
30,572
+4,031
+15% +$464K 2.58% 6
2019
Q4 		$2.92M Sell
26,541
-753
-3% -$84K 1.75% 10
2019
Q3 		$3.07M Buy
27,294
+98
+0.4% +$10.9K 1.89% 8
2019
Q2 		$2.99M Sell
27,196
-645
-2% -$69.1K 1.8% 9
2019
Q1 		$2.97M Buy
27,841
+19,343
+228% +$2.02M 1.97% 8
2018
Q4 		$885K Buy
+8,498
New +$861K 0.66% 44
2018
Q1 		– Sell
-65
Closed -$7K – 340
2017
Q4 		$7K Buy
+65
New +$6.89K 0.01% 256

Other funds holding IEF

Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
Wealthcare Capital Management
Wealthcare Capital Management Richmond, Virginia $911M AUM 7.69% 1-Year Est. Return
Eastern Bank
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AAG
Avalon Advisory Group Wexford, Pennsylvania $266M AUM 7.19% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
CenturyLink Investment Management
CenturyLink Investment Management Denver, Colorado $126M AUM 0.66% 1-Year Est. Return
Evergreen Capital Management
Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return
Raub Brock Capital Management
Raub Brock Capital Management Larkspur, California $326M AUM 6.45% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

NVWM LLC's IEF Position: Q3 2026 in Review

NVWM LLC increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 4.8% in Q3 2026, buying an estimated $4.07K and bringing the position to 958 shares worth $85.6K. The position accounts for 0.02% of the portfolio, ranked #224.

NVWM LLC first reported a position in IEF in Q4 2017 and has held it in 29 quarters since. The position peaked at $11.1M in Q1 2025. 333 funds tracked by Wall St. Rank hold IEF as of Q3 2026.

  • NVWM LLC held 958 shares of iShares 7-10 Year Treasury Bond ETF worth $85.6K as of Q3 2026.
  • NVWM LLC bought 44 iShares 7-10 Year Treasury Bond ETF shares in Q3 2026, an estimated $4.07K.
  • iShares 7-10 Year Treasury Bond ETF made up 0.02% of NVWM LLC's portfolio in Q3 2026, its #224 holding.
  • NVWM LLC first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2017 and has held it in 29 quarters since.
  • NVWM LLC's iShares 7-10 Year Treasury Bond ETF position peaked at $11.1M in Q1 2025.
  • 333 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2026.

Based on NVWM LLC's 13F filing for Q3 2026, filed 14 Oct 2026.