IEF — ISHARES TR

Ownership history in AlphaQuest LLC  ·  3 quarters on record

This page tracks every 13F SEC filing in which AlphaQuest LLC reported a position in ISHARES TR (IEF). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
5.43% (2025 Q4)
Avg. % of fund
3.56%
First filed
2025 Q2
Last filed
2025 Q4
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 1,009,045 +605,008 +149.7% 5.43% $97.0M $95.57
2025 Q3 ADDED 404,037 +115,872 +40.2% 2.55% $39.0M $94.69
2025 Q2 INITIATED 288,165 — — 2.71% $27.6M $93.10
% of Fund (quarterly)    IEF price (monthly, adj. close)

Other funds also holding IEF

As of 2025 Q4 — sorted by position size

PEAVINE CAPITAL, LLC 3Y 7Y 36.7% Avalon Advisory Group 3Y 34.84% WEALTHCARE CAPITAL MANAGEMENT LLC 3Y 7Y 18.56% Juniper Hill Capital Management LP 3Y 17.09% Raub Brock Capital Management LP 3Y 7Y 16.83% CARRONADE CAPITAL MANAGEMENT, LP 3Y 15.12% LifeGuide Financial Advisors, LLC 3Y 13.99% Beacon Wealthcare LLC 3Y 13.39% WLTH Capital Management, LLC 12.47% Ironwood Wealth Management, LLC. 3Y 7Y 12.18%
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