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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
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
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 $9.54B AUM 19.86% 1-Year Est. Return

Roundview Capital's IEF Position: Q1 2026 in Review

Roundview Capital reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 5.2% in Q1 2026, selling an estimated $48.9K and leaving 9,303 shares worth $888K. The position accounts for 0.06% of the portfolio, ranked #221.

Roundview Capital first reported a position in IEF in Q3 2023 and has held it in 11 quarters since. The position peaked at $1.05M in Q3 2024. 1,115 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

  • Roundview Capital held 9,303 shares of iShares 7-10 Year Treasury Bond ETF worth $888K as of Q1 2026.
  • Roundview Capital sold 508 iShares 7-10 Year Treasury Bond ETF shares in Q1 2026, an estimated $48.9K.
  • iShares 7-10 Year Treasury Bond ETF made up 0.06% of Roundview Capital's portfolio in Q1 2026, its #221 holding.
  • Roundview Capital first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2023 and has held it in 11 quarters since.
  • Roundview Capital's iShares 7-10 Year Treasury Bond ETF position peaked at $1.05M in Q3 2024.
  • 1,115 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2026.

Based on Roundview Capital's 13F filing for Q1 2026, filed 8 May 2026.