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

SecurityIEF / iShares Trust - iShares 7-10 Year Treasury Bond ETF
InstitutionInvst, LLC
Latest Disclosed Ownership12,702 shares
Latest Disclosed Value $ 1,212,249
Invst, LLC reports 95.33% increase in ownership of IEF / iShares Trust - iShares 7-10 Year Treasury Bond ETF

On May 13, 2026 - Invst, LLC filed a 13F-HR form disclosing ownership of 12,702 shares of iShares Trust - iShares 7-10 Year Treasury Bond ETF (US:IEF) valued at $1,212,279 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 6,503 shares of iShares Trust - iShares 7-10 Year Treasury Bond ETF. This represents a change in shares of 95.33% during the quarter. The current value of the position is $1,193,988 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)
2026-05-13 2026-03-31 13F ISHARES TR 7-10 YR TRSY BD 464287440 12,702 6,199 95.33 1,212 93.92 0.1365
2026-02-11 2025-12-31 13F ISHARES TR 7-10 YR TRSY BD 464287440 6,503 -1,086 -14.31 625 -14.62 0.0680
2026-02-04 2025-09-30 13F ISHARES TR 7-10 YR TRSY BD 464287440 7,589 1,232 19.38 732 20.39 0.0832
2025-10-16 2025-06-30 13F ISHARES TR 7-10 YR TRSY BD 464287440 6,357 1,090 20.69 609 21.12 0.0759
2025-06-03 2025-03-31 13F ISHARES TR 7-10 YR TRSY BD 464287440 5,267 -238 -4.32 502 -1.18 0.0686
2025-02-19 2024-12-31 13F ISHARES TR 7-10 YR TRSY BD 464287440 5,505 -205,549 -97.39 509 -97.55 0.0619
2024-11-19 2024-09-30 13F ISHARES TR 7-10 YR TRSY BD 464287440 211,054 208,569 8,393.12 20,709 8,903.48 2.5063
2024-08-16 2024-06-30 13F ISHARES TR 7-10 YR TRSY BD 464287440 2,485 -336 -11.91 230 -12.55 0.0254
2024-05-24 2024-03-31 13F ISHARES TR 7-10 YR TRSY BD 464287440 2,821 -807 -22.24 264 -23.77 0.0313
2024-02-07 2023-12-31 13F ISHARES TR 7-10 YR TRSY BD 464287440 3,628 -50,513 -93.30 345 -93.04 0.0441
2023-11-21 2023-09-30 13F ISHARES TR 7-10 YR TRSY BD 464287440 54,141 2,183 4.20 4,959 -1.22 0.7168
2023-07-28 2023-06-30 13F ISHARES TR 7-10 YR TRSY BD 464287440 51,958 132 0.25 5,019 -2.16 0.7258
2023-04-28 2023-03-31 13F ISHARES TR 7-10 YR TRSY BD 464287440 51,826 312 0.61 5,130 0.39 0.7943
2023-02-01 2022-12-31 13F ISHARES TR 7-10 YR TRSY BD 464287440 51,514 -3,509 -6.38 5,111 -1.88 0.7953
2022-11-23 2022-09-30 13F ISHARES TR 7-10 YR TRSY BD 464287440 55,023 -629 -1.13 5,208 -9.97 0.8926
2022-08-11 2022-06-30 13F ISHARES TR 7-10 YR TRSY BD 464287440 55,652 -2,189 -3.78 5,785 -1.80 0.8955
2022-05-12 2022-03-31 13F ISHARES TR BARCLAYS 7 10 YR 464287440 57,841 -2,001 -3.34 5,891 -11.01 0.9690
2022-02-25 2021-12-31 13F ISHARES TR BARCLAYS 7 10 YR 464287440 59,842 -1,504 -2.45 6,620 -6.34 1.0361
2021-11-10 2021-09-30 13F ISHARES TR BARCLAYS 7 10 YR 464287440 61,346 -70,368 -53.42 7,068 -54.12 1.1171
2021-07-19 2021-06-30 13F ISHARES TR BARCLAYS 7 10 YR 464287440 131,714 6,762 5.41 15,405 8.16 2.5237
2021-06-23 2021-03-31 13F ISHARES TR BARCLAYS 7 10 YR 464287440 124,952 5,464 4.57 14,243 -0.63 2.4634
2021-06-23 2020-12-31 13F ISHARES TR BARCLAYS 7 10 YR 464287440 119,488 -135,512 -53.14 14,333 -53.86 2.6029
2021-06-23 2020-09-30 13F ISHARES TR BARCLAYS 7 10 YR 464287440 255,000 -49,482 -16.25 31,062 -16.08 7.2352
2021-06-23 2020-06-30 13F ISHARES TR BARCLAYS 7 10 YR 464287440 304,482 226,318 289.54 37,016 288.70 10.9881
2021-06-23 2020-03-31 13F ISHARES TR BARCLAYS 7 10 YR 464287440 78,164 16,582 26.93 9,523 40.29 3.9458
2021-06-23 2019-12-31 13F ISHARES TR BARCLAYS 7 10 YR 464287440 61,582 22,453 57.38 6,788 54.06 2.5482
2021-06-23 2019-09-30 13F ISHARES TR BARCLAYS 7 10 YR 464287440 39,129 13,817 54.59 4,406 58.72 1.9837
2021-06-23 2019-06-30 13F ISHARES TR BARCLAYS 7 10 YR 464287440 25,312 1,291 5.37 2,776 9.29 1.4254
2021-06-23 2019-03-31 13F ISHARES TR BARCLAYS 7 10 YR 464287440 24,021 24,021 2,540 1.2737
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.