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 Q2	–	Sell	-2,499	Closed	-$238K	–	156
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 $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

SFE Investment Counsel's IEF Position: Q2 2026 in Review

SFE Investment Counsel sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q2 2026, closing a stake of 2,499 shares — an estimated $238K sold.

SFE Investment Counsel first reported a position in IEF in Q1 2025 and held it in 5 quarters. The position peaked at $2.08M in Q1 2025. 1,141 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

SFE Investment Counsel reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
SFE Investment Counsel sold 2,499 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $238K.
SFE Investment Counsel first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2025 and held it in 5 quarters.
SFE Investment Counsel's iShares 7-10 Year Treasury Bond ETF position peaked at $2.08M in Q1 2025.
1,141 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on SFE Investment Counsel's 13F filing for Q2 2026, filed 5 Aug 2026.