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

Roundview 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	$836K	Sell	8,839 -464	-5%	-$43.9K	0.05%	234
2026 Q1	$888K	Sell	9,303 -508	-5%	-$48.9K	0.06%	221
2025 Q4	$943K	Sell	9,811 -291	-3%	-$28.2K	0.06%	210
2025 Q3	$974K	Sell	10,102 -80	-0.8%	-$7.65K	0.06%	218
2025 Q2	$975K	Buy	10,182 +156	+2%	+$14.8K	0.07%	217
2025 Q1	$956K	Sell	10,026 -660	-6%	-$61.8K	0.07%	200
2024 Q4	$988K	Buy	10,686 +7	+0.1%	+$661	0.07%	212
2024 Q3	$1.05M	Buy	10,679 +211	+2%	+$20.4K	0.08%	214
2024 Q2	$980K	Buy	10,468 +761	+8%	+$70.7K	0.08%	205
2024 Q1	$919K	Buy	9,707 +270	+3%	+$25.6K	0.08%	215
2023 Q4	$910K	Buy	9,437 +399	+4%	+$36.9K	0.08%	205
2023 Q3	$828K	Buy	+9,038	New	+$852K	0.08%	209

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

Roundview Capital's IEF Position: Q2 2026 in Review

Roundview Capital reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 5% in Q2 2026, selling an estimated $43.9K and leaving 8,839 shares worth $836K. The position accounts for 0.05% of the portfolio, ranked #234.

Roundview Capital first reported a position in IEF in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.05M in Q3 2024. 1,141 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Roundview Capital held 8,839 shares of iShares 7-10 Year Treasury Bond ETF worth $836K as of Q2 2026.
Roundview Capital sold 464 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $43.9K.
iShares 7-10 Year Treasury Bond ETF made up 0.05% of Roundview Capital's portfolio in Q2 2026, its #234 holding.
Roundview Capital first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2023 and has held it in 12 quarters since.
Roundview Capital's iShares 7-10 Year Treasury Bond ETF position peaked at $1.05M in Q3 2024.
1,141 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Roundview Capital's 13F filing for Q2 2026, filed 30 Jul 2026.