SFE Investment Counsel’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

SFE Investment Counsel’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	$238K	Sell	2,499 -860	-26%	-$82.7K	0.04%	133
2025 Q4	$323K	Sell	3,359 -85	-2%	-$8.22K	0.05%	124
2025 Q3	$332K	Sell	3,444 -5,156	-60%	-$493K	0.05%	117
2025 Q2	$824K	Sell	8,600 -13,224	-61%	-$1.25M	0.15%	90
2025 Q1	$2.08M	Buy	+21,824	New	+$2.04M	0.42%	72

Other funds holding IEF

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

SFE Investment Counsel's IEF Position: Q1 2026 in Review

SFE Investment Counsel reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 26% in Q1 2026, selling an estimated $82.7K and leaving 2,499 shares worth $238K. The position accounts for 0.04% of the portfolio, ranked #133.

SFE Investment Counsel first reported a position in IEF in Q1 2025 and has held it in 5 quarters since. The position peaked at $2.08M in Q1 2025. 1,115 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

SFE Investment Counsel held 2,499 shares of iShares 7-10 Year Treasury Bond ETF worth $238K as of Q1 2026.
SFE Investment Counsel sold 860 iShares 7-10 Year Treasury Bond ETF shares in Q1 2026, an estimated $82.7K.
iShares 7-10 Year Treasury Bond ETF made up 0.04% of SFE Investment Counsel's portfolio in Q1 2026, its #133 holding.
SFE Investment Counsel first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2025 and has held it in 5 quarters since.
SFE Investment Counsel's iShares 7-10 Year Treasury Bond ETF position peaked at $2.08M in Q1 2025.
1,115 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2026.

Based on SFE Investment Counsel's 13F filing for Q1 2026, filed 1 May 2026.