iShares Trust - iShares 7-10 Year Treasury Bond ETF
US ˙ NasdaqGM ˙ US4642874402

SecurityIEF / iShares Trust - iShares 7-10 Year Treasury Bond ETF
InstitutionIFP Advisors, Inc
Latest Disclosed Ownership354,092 shares
Latest Disclosed Value $ 33,794,540
IFP Advisors, Inc reports 32.65% increase in ownership of IEF / iShares Trust - iShares 7-10 Year Treasury Bond ETF

On April 13, 2026 - IFP Advisors, Inc filed a 13F-HR form disclosing ownership of 354,092 shares of iShares Trust - iShares 7-10 Year Treasury Bond ETF (US:IEF) valued at $33,794,540 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 266,927 shares of iShares Trust - iShares 7-10 Year Treasury Bond ETF. This represents a change in shares of 32.65% during the quarter. The current value of the position is $33,284,648 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-13 2026-03-31 13F ISHARES TR cs 464287440 354,092 87,165 32.65 33,795 31.66 0.7008
2026-02-06 2025-12-31 13F ISHARES TR cs 464287440 266,927 198,298 288.94 25,668 287.78 0.5762
2026-02-06 2025-09-30 13F/A-1 ISHARES TR 7-10 YR TRSY BD cs 464287440 68,629 4,911 7.71 6,620 8.47 0.1719
2025-12-02 2025-09-30 13F ISHARES TR 7-10 YR TRSY BD cs 464287440 68,638 4,920 6,621 0.1707
2025-07-24 2025-06-30 13F I cs 464287440 63,718 14,771 30.18 6,103 30.72 0.1735
2025-05-05 2025-03-31 13F ISHARES TR cs 464287440 48,947 -377 -0.76 4,668 2.37 0.1439
2025-02-04 2024-12-31 13F ISHARES TR cs 464287440 49,324 2,494 5.33 4,560 -0.76 0.1493
2025-02-04 2024-09-30 13F ISHARES TR cs 464287440 46,830 -59,967 -56.15 4,595 -54.06 0.1656
2024-07-30 2024-06-30 13F ISHARES TR cs 464287440 106,797 37,384 53.86 10,004 52.25 0.3970
2024-07-30 2024-03-31 13F ISHARES TR cs 464287440 69,413 14,411 26.20 6,571 23.94 0.2882
2024-01-09 2023-12-31 13F ISHARES TR cs 464287440 55,002 21,406 63.72 5,302 72.28 0.2503
2023-10-12 2023-09-30 13F ISHARES TR cs 464287440 33,596 -32,632 -49.27 3,077 -51.90 0.1383
2023-08-14 2023-06-30 13F/A-1 ISHARES TR cs 464287440 66,228 9,364 16.47 6,398 7.55 0.2675
2023-08-04 2023-06-30 13F ISHARES TR cs 464287440 66,228 9,364 6,928 0.3206
2023-04-18 2023-03-31 13F ISHARES TR cs 464287440 56,864 -23,412 -29.16 5,949 74,250.00 0.2589
2023-02-07 2022-12-31 13F ISHARES TR cs 464287440 80,276 -73,698 -47.86 8 -99.95 0.2251
2022-11-08 2022-09-30 13F ISHARES TR cs 464287440 153,974 27,858 22.09 16,148 22.19 0.4208
2022-09-06 2022-06-30 13F/A-1 ISHARES TR cs 464287440 126,116 0 0.00 13,215 0.00 0.4238
2022-08-12 2022-06-30 13F ISHARES TR 710 YR TRSY BD Stock 464287440 220 -125,896 23 0.0412
2022-09-06 2022-03-31 13F/A-1 ISHARES TR cs 464287440 126,116 -283,017 -69.17 13,215 -71.92 0.4238
2022-08-08 2022-03-31 13F ISHARES TR 710 YR TRSY BD Stock 464287440 146,180 -262,953 15,347 0.3133
2022-01-12 2021-12-31 13F ISHARES TR BARCLAYS 7 10 YR Stock 464287440 409,133 231,181 129.91 47,069 129.38 0.9197
2021-10-06 2021-09-30 13F ISHARES TR BARCLAYS 7 10 YR Stock 464287440 177,952 117,246 193.14 20,520 193.02 0.4104
2021-07-13 2021-06-30 13F ISHARES TR BARCLAYS 7 10 YR Stock 464287440 60,706 -3,693 -5.73 7,003 -3.71 0.1449
2021-04-30 2021-03-31 13F ISHARES TR BARCLAYS 7 10 YR Stock 464287440 64,399 -15,139 -19.03 7,273 -23.84 0.1415
2021-01-25 2020-12-31 13F ISHARES TR BARCLAYS 7 10 YR Stock 464287440 79,538 -38,610 -32.68 9,550 -33.63 0.3871
2020-10-29 2020-09-30 13F ISHARES TR BARCLAYS 7 10 YR Stock 464287440 118,148 -63,059 -34.80 14,388 -34.92 0.8589
2020-08-05 2020-06-30 13F ISHARES TR BARCLAYS 7 10 YR Stock 464287440 181,207 61,281 51.10 22,107 53.54 1.7520
2020-05-12 2020-03-31 13F ISHARES TR BARCLAYS 7 10 YR Stock 464287440 119,926 63,280 111.71 14,398 129.93 1.4529
2020-01-17 2019-12-31 13F ISHARES TR BARCLAYS 7 10 YR Stock 464287440 56,646 -82,899 -59.41 6,262 -60.06 0.4707
2019-11-07 2019-09-30 13F ISHARES TR BARCLAYS 7 10 YR Stock 464287440 139,545 128,773 1,195.44 15,678 1,263.30 1.0503
2019-05-15 2019-03-31 13F ISHARES7-10YR TREASURY BOND ETF ETF 464287440 10,772 -14,218 -56.89 1,150 -55.67 0.1570
2019-06-03 2018-12-31 13F/A-10 ISHARES 7-10 YR TREASURY BOND ETF ETF 464287440 24,990 -13,520 -35.11 2,594 -33.42 0.1581
2019-01-23 2018-12-31 13F ISHARES 7-10 YR TREASURY BOND ETF ETF 464287440 24,990 -13,520 2,594 0.1581
2019-06-03 2018-09-30 13F/A-9 ISHARES 7-10 YR TREASURY BOND ETF ETF 464287440 38,510 -12,064 -23.85 3,896 -24.85 0.1588
2018-10-25 2018-09-30 13F ISHARES 7-10 YR TREASURY BOND ETF ETF 464287440 38,510 -12,064 3,896 0.1588
2019-06-03 2018-06-30 13F/A-8 ISHARES 7-10 YR TREASURY BOND ETF ETF 464287440 50,574 17,830 54.45 5,184 49.96 0.2180
2018-08-07 2018-06-30 13F ISHARES 7-10 YR TREASURY BOND ETF ETF 464287440 50,574 17,913 5,184
2019-06-03 2018-03-31 13F/A-7 ISHARES 7-10 YEAR TREASURY BOND ETF ETF 464287440 32,744 0 0.00 3,457 0.00 0.1567
2018-05-09 2018-03-31 13F ISHARES 7-10 YR TREASURY BOND ETF ETF 464287440 32,661 -83 3,370
2019-06-03 2017-12-31 13F/A-6 ISHARES 7-10 YEAR TREASURY BOND ETF ETF 464287440 32,744 2,140 6.99 3,457 6.04 0.1567
2018-01-24 2017-12-31 13F ISHARES 7-10 YEAR TREASURY BOND ETF ETF 464287440 32,744 2,140 3,457
2017-10-30 2017-09-30 13F ISHARES 7-10 YEAR TREASURY BOND ETF ETF 464287440 30,604 1,526 5.25 3,260 5.16 0.1294
2019-06-03 2017-06-30 13F/A-5 ISHARES 7-10 YEAR TREASURY BOND ETF ETF 464287440 29,078 315 1.10 3,100 2.07 0.1314
2017-07-31 2017-06-30 13F ISHARES 7-10 YEAR TREASURY BOND ETF ETF 464287440 29,078 315 3,100
2019-06-03 2017-03-31 13F/A-4 ISHARES 7-10 YEAR TREASURY BOND ETF ETF 464287440 28,763 -3,012 -9.48 3,037 -8.83 0.1323
2017-04-26 2017-03-31 13F ISHARES 7-10 YEAR TREASURY BOND ETF ETF 464287440 28,763 -3,012 3,037
2019-06-03 2016-12-31 13F/A-3 ISHARES 7-10 YEAR TREASURY BOND ETF ETF 464287440 31,775 4,258 15.47 3,331 8.18 0.1607
2017-02-14 2016-12-31 13F ISHARES 7-10 YEAR TREASURY BOND ETF ETF 464287440 31,775 4,258 3,331
2016-11-04 2016-09-30 13F ISHARES 7-10 YEAR TREASURY BOND ETF ETF 464287440 27,517 -2,550 -8.48 3,079 -9.33 0.1601
2019-06-03 2016-06-30 13F/A-2 ISHARES 7-10 YEAR TREASURY BOND ETF ETF 464287440 30,067 19,295 179.12 3,396 195.30 0.1896
2016-08-22 2016-06-30 13F ISHARES 7-10 YEAR TREASURY BOND ETF ETF 464287440 30,067 19,295 3,396
2019-06-03 2016-03-31 13F/A-1 ISHARES7-10YR TREASURY BOND ETF ETF 464287440 10,772 -12,622 -53.95 1,150 -53.44 0.1570
2016-05-02 2016-03-31 13F ISHARES 7-10 YEAR TREASURY BOND ETF ETF 464287440 25,252 1,858 2,786
2016-02-11 2015-12-31 13F ISHARES 7-10 YEAR TREASURY BOND ETF ETF 464287440 23,394 23,394 2,470 0.1658
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.