Roundview Capital
IEF icon

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
Q3 		$899K Buy
10,066
+1,227
+14% +$114K 0.05% 224
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
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
AIA Group
AIA Group Hong Kong $8.11B AUM 23.7% 1-Year Est. Return
Coldstream Capital Management
Coldstream Capital Management Bellevue, Washington $8.21B AUM 20.06% 1-Year Est. Return

Roundview Capital's IEF Position: Q3 2026 in Review

Roundview Capital increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 14% in Q3 2026, buying an estimated $114K and bringing the position to 10,066 shares worth $899K. The position accounts for 0.05% of the portfolio, ranked #224.

Roundview Capital first reported a position in IEF in Q3 2023 and has held it in 13 quarters since. The position peaked at $1.05M in Q3 2024. 766 funds tracked by Wall St. Rank hold IEF as of Q3 2026.

  • Roundview Capital held 10,066 shares of iShares 7-10 Year Treasury Bond ETF worth $899K as of Q3 2026.
  • Roundview Capital bought 1,227 iShares 7-10 Year Treasury Bond ETF shares in Q3 2026, an estimated $114K.
  • iShares 7-10 Year Treasury Bond ETF made up 0.05% of Roundview Capital's portfolio in Q3 2026, its #224 holding.
  • Roundview Capital first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2023 and has held it in 13 quarters since.
  • Roundview Capital's iShares 7-10 Year Treasury Bond ETF position peaked at $1.05M in Q3 2024.
  • 766 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2026.

Based on Roundview Capital's 13F filing for Q3 2026, filed 10 Nov 2026.