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USA Financial Formulas’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

USA Financial Formulas’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 		$12.3M Buy
+129,169
New +$12.4M 2.32% 8
2025
Q3 		– Sell
-758
Closed -$72.6K – 299
2025
Q2 		$72.6K Sell
758
-194,594
-100% -$18.4M 0.01% 195
2025
Q1 		$18.6M Buy
+195,352
New +$18.3M 3.08% 7
2024
Q1 		– Sell
-42
Closed -$4.05K – 361
2023
Q4 		$4.05K Sell
42
-623
-94% -$57.6K ﹤0.01% 269
2023
Q3 		$60.9K Sell
665
-145
-18% -$13.7K 0.09% 194
2023
Q2 		$78.2K Buy
810
+35
+5% +$3.44K 0.12% 126
2023
Q1 		$76.8K Buy
+775
New +$75.8K 0.12% 104
2022
Q3 		$1.07M Sell
11,101
-93
-0.8% -$9.44K 1.68% 28
2022
Q2 		$1.15M Sell
11,194
-250
-2% -$25.7K 1.43% 13
2022
Q1 		$1.23M Buy
11,444
+11,339
+10,799% +$1.26M 1.32% 14
2021
Q4 		$12K Buy
+105
New +$12.1K 0.01% 186
2020
Q4 		– Sell
-4,520
Closed -$551K – 367
2020
Q3 		$551K Sell
4,520
-11,508
-72% -$1.4M 0.42% 68
2020
Q2 		$1.95M Sell
16,028
-1,351
-8% -$164K 1.45% 29
2020
Q1 		$2.11M Buy
+17,379
New +$2M 1.34% 19
2019
Q4 		– Sell
-2,057
Closed -$231K – 270
2019
Q3 		$231K Sell
2,057
-808
-28% -$90.1K 0.09% 123
2019
Q2 		$306K Buy
2,865
+1,048
+58% +$112K 0.15% 79
2019
Q1 		$194K Sell
1,817
-2,721
-60% -$285K 0.12% 87
2018
Q4 		$459K Buy
+4,538
New +$460K 0.11% 134
2015
Q3 		– Sell
-2,415
Closed -$254K – 147
2015
Q2 		$254K Buy
+2,415
New +$257K 0.08% 185

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

USA Financial Formulas's IEF Position: Q1 2026 in Review

USA Financial Formulas opened a new position in iShares 7-10 Year Treasury Bond ETF (IEF) in Q1 2026: 129,169 shares worth $12.3M. The stake represents 2.32% of the portfolio and ranks #8 among its holdings. This is a return to the name: USA Financial Formulas previously reported a position in IEF as recently as Q2 2025.

USA Financial Formulas first reported a position in IEF in Q2 2015 and has held it in 19 quarters since. The position peaked at $18.6M in Q1 2025. 1,115 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

  • USA Financial Formulas held 129,169 shares of iShares 7-10 Year Treasury Bond ETF worth $12.3M as of Q1 2026.
  • iShares 7-10 Year Treasury Bond ETF was a new USA Financial Formulas position in Q1 2026.
  • iShares 7-10 Year Treasury Bond ETF made up 2.32% of USA Financial Formulas's portfolio in Q1 2026, its #8 holding.
  • USA Financial Formulas first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2015 and has held it in 19 quarters since.
  • USA Financial Formulas's iShares 7-10 Year Treasury Bond ETF position peaked at $18.6M 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 USA Financial Formulas's 13F filing for Q1 2026, filed 14 Apr 2026.