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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
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 		$9.91M 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 $336B AUM 34.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Raymond James Financial
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

NVWM LLC's IEF Position: Q2 2026 in Review

NVWM LLC reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 71% in Q2 2026, selling an estimated $211K and leaving 914 shares worth $86.4K. The position accounts for 0.02% of the portfolio, ranked #213.

NVWM LLC first reported a position in IEF in Q4 2017 and has held it in 28 quarters since. The position peaked at $11.1M in Q1 2025. 1,138 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

  • NVWM LLC held 914 shares of iShares 7-10 Year Treasury Bond ETF worth $86.4K as of Q2 2026.
  • NVWM LLC sold 2,227 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $211K.
  • iShares 7-10 Year Treasury Bond ETF made up 0.02% of NVWM LLC's portfolio in Q2 2026, its #213 holding.
  • NVWM LLC first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2017 and has held it in 28 quarters since.
  • NVWM LLC's iShares 7-10 Year Treasury Bond ETF position peaked at $11.1M in Q1 2025.
  • 1,138 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on NVWM LLC's 13F filing for Q2 2026, filed 29 Jul 2026.