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

SecurityIEF / iShares Trust - iShares 7-10 Year Treasury Bond ETF
InstitutionRegimen Wealth, Llc
Latest Disclosed Ownership3,241 shares
Latest Disclosed Value $ 309,321
Regimen Wealth, Llc reports 11.07% increase in ownership of IEF / iShares Trust - iShares 7-10 Year Treasury Bond ETF

On May 7, 2026 - Regimen Wealth, Llc filed a 13F-HR form disclosing ownership of 3,241 shares of iShares Trust - iShares 7-10 Year Treasury Bond ETF (US:IEF) valued at $309,321 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 9, 2026 disclosing 2,918 shares of iShares Trust - iShares 7-10 Year Treasury Bond ETF. This represents a change in shares of 11.07% during the quarter. The current value of the position is $304,654 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)
2026-05-07 2026-03-31 13F ISHARES TR 7-10 YR TRSY BD 464287440 3,241 323 11.07 309 10.36 0.0904
2026-02-09 2025-12-31 13F ISHARES TR 7-10 YR TRSY BD 464287440 2,918 71 2.49 281 2.19 0.0821
2025-11-12 2025-09-30 13F ISHARES TR 7-10 YR TRSY BD 464287440 2,847 -101 -3.43 275 -2.84 0.0815
2025-08-06 2025-06-30 13F ISHARES TR 7-10 YR TRSY BD 464287440 2,948 -51 -1.70 282 -1.40 0.0877
2025-05-14 2025-03-31 13F ISHARES TR 7-10 YR TRSY BD 464287440 2,999 181 6.42 286 10.00 0.0919
2025-02-13 2024-12-31 13F ISHARES TR 7-10 YR TRSY BD 464287440 2,818 76 2.77 261 -3.35 0.0851
2024-11-14 2024-09-30 13F ISHARES TR 7-10 YR TRSY BD 464287440 2,742 -156 -5.38 269 -0.74 0.0870
2024-08-14 2024-06-30 13F ISHARES TR 7-10 YR TRSY BD 464287440 2,898 350 13.74 271 12.45 0.0934
2024-05-14 2024-03-31 13F ISHARES TR 7-10 YR TRSY BD 464287440 2,548 26 1.03 241 -0.82 0.0837
2024-02-14 2023-12-31 13F ISHARES TR 7-10 YR TRSY BD 464287440 2,522 2,522 243 0.0930
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.