How many shares of IEF does Integrated Wealth Concepts LLC own?

As of 2026-Q2, Integrated Wealth Concepts LLC holds 186,950 shares of IEF (ISHARES 7-10 YEAR TREASURY B).

What is Integrated Wealth Concepts LLC's IEF position worth?

As of 2026-Q2, Integrated Wealth Concepts LLC's IEF position is worth $17.7M.

Is Integrated Wealth Concepts LLC buying or selling IEF?

In 2026-Q2, Integrated Wealth Concepts LLC increased their IEF position (+44.3% change in shares).

When did Integrated Wealth Concepts LLC first buy IEF?

Based on available 13F filings, Integrated Wealth Concepts LLC first reported a position in IEF in 2019-Q2. They have held the position across 29 quarters.

Back to IW Integrated Wealth Concepts LLC

IEF
29 quarters

Position history for IWIntegrated Wealth Concepts LLC's holdings in ISHARES 7-10 YEAR TREASURY B

Current Value

$17.7M

Current Shares

186,950

Total Value Change

+$17.2M

Total Shares Change

+182,922

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	186,950	+44.3%	$17.7M	0.1%	$93.94	38
2026-Q1	Increased	129,589	+38.0%	$12.4M	0.1%	$93.86	37
2025-Q4	Increased	93,904	+7.5%	$9M	0.1%	$93.99	36
2025-Q3	Decreased	87,380	-48.4%	$8.4M	0.1%	$93.12	0
2025-Q2	Increased	169,488	+48.0%	$16.2M	0.2%	$91.56	46
2025-Q1	Increased	114,537	+14.7%	$10.9M	0.1%	$90.30	38
2024-Q4	Increased	99,894	+2.3%	$9.2M	0.1%	$87.00	34
2024-Q3	Increased	97,681	+1.9%	$9.6M	0.1%	$91.20	34
2024-Q2	Decreased	95,838	-2.1%	$9M	0.1%	$86.26	0
2024-Q1	Increased	97,942	+12.0%	$9.3M	0.1%	$86.42	37
2023-Q4	Decreased	87,474	-14.4%	$8.4M	0.1%	$87.56	0
2023-Q3	Decreased	102,226	-15.0%	$9.4M	0.2%	$82.28	0
2023-Q2	Decreased	120,290	-9.7%	$11.6M	0.2%	$86.14	0
2023-Q1	Decreased	133,229	-87.3%	$13.2M	0.3%	$87.79	0
2022-Q4	Increased	1M	+1242.0%	$100.4M	2.7%	$84.48	83
2022-Q3	Increased	78,135	+42.7%	$7.5M	0.2%	$83.98	44
2022-Q2	Decreased	54,762	-12.6%	$5.6M	0.2%	$89.06	0
2022-Q1	Increased	62,635	+15.0%	$6.7M	0.2%	$93.22	37
2021-Q4	Increased	54,454	+72.3%	$6.3M	0.2%	$99.57	49
2021-Q3	Decreased	31,600	-19.4%	$3.6M	0.1%	$99.45	0
2021-Q2	Increased	39,203	+172.4%	$4.5M	0.2%	$99.48	52
2021-Q1	Increased	14,392	+5.3%	$1.6M	0.1%	$97.09	27
2020-Q4	Decreased	13,673	-64.3%	$1.6M	0.1%	$102.99	0
2020-Q3	Decreased	38,352	-79.0%	$4.7M	0.3%	$104.33	0
2020-Q2	Increased	182,794	+30.5%	$22.3M	1.6%	$104.12	57
2020-Q1	Increased	140,027	+2315.5%	$17M	1.6%	$103.45	72
2019-Q4	Increased	5,797	+86.0%	$639,000	0.1%	$93.63	38
2019-Q3	Decreased	3,116	-22.6%	$350,000	0.0%	$94.98	0
2019-Q2	New	4,028	-	$443,000	0.1%	$92.43	33

Other major holders of IEF: BNP PARIBAS FINANCIAL MARKETS, Fisher Asset Management, LLC

IEF29 quarters

IEF
29 quarters