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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
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 		$9.91M Buy
105,851
+1,615
+2% +$150K 2.64% 5
2024
Q1 		$9.87M 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

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

NVWM LLC's IEF Position: Q1 2026 in Review

NVWM LLC reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 93% in Q1 2026, selling an estimated $4.21M and leaving 3,141 shares worth $300K. The position accounts for 0.07% of the portfolio, ranked #189.

NVWM LLC first reported a position in IEF in Q4 2017 and has held it in 27 quarters since. The position peaked at $11.1M in Q1 2025. 1,114 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

  • NVWM LLC held 3,141 shares of iShares 7-10 Year Treasury Bond ETF worth $300K as of Q1 2026.
  • NVWM LLC sold 43,730 iShares 7-10 Year Treasury Bond ETF shares in Q1 2026, an estimated $4.21M.
  • iShares 7-10 Year Treasury Bond ETF made up 0.07% of NVWM LLC's portfolio in Q1 2026, its #189 holding.
  • NVWM LLC first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2017 and has held it in 27 quarters since.
  • NVWM LLC's iShares 7-10 Year Treasury Bond ETF position peaked at $11.1M in Q1 2025.
  • 1,114 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2026.

Based on NVWM LLC's 13F filing for Q1 2026, filed 27 Apr 2026.