IEF β€” ISHARES 7-10 YEAR TREASURY BOND ETF

Ownership history in Arkos Global Advisors  Β·  6 quarters on record

AI Ownership Summary

Arkos Global Advisors reported ISHARES 7-10 YEAR TREASURY BOND ETF (IEF) in 6 quarterly 13F filings from 2024 Q3 through 2025 Q4. Peak portfolio weight reached 7.35% in 2025 Q4. The latest visible filing shows IEF at 7.35% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this IEF ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Arkos Global Advisors's position in ISHARES 7-10 YEAR TREASURY BOND ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

IEF was reported at 7.35% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
7.35% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Arkos Global Advisors held IEF β€” position size vs. price
% of Fund (quarterly)    IEF price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 598,275 +29,597 +5.2% 7.35% $57.5M 2026-02-14 (Est.) $96.93
2025 Q3 ADDED 568,678 +21,893 +4.0% 6.99% $54.9M 2025-11-14 $95.26
2025 Q2 ADDED 546,785 +253,443 +86.4% 7.27% $52.4M 2025-08-14 $93.36
2025 Q1 ADDED 293,342 +2,863 +1.0% 4.11% $28.0M 2025-05-15 $91.02
2024 Q4 ADDED 290,479 +190,875 +191.6% 3.91% $26.9M 2025-02-14 $89.58
2024 Q3 INITIATED 99,604 β€” β€” 1.42% $9.8M 2024-11-15 $88.73

FAQ About Arkos Global Advisors and IEF

These are the practical questions this page is built to answer before you even open the full history table.

How long has Arkos Global Advisors reported owning IEF?

Arkos Global Advisors reported IEF across 6 quarterly 13F filings, from 2024 Q3 through 2025 Q4.

What was the largest reported IEF position in Arkos Global Advisors's portfolio?

The largest reported portfolio weight for IEF was 7.35% in 2025 Q4.

What is the latest reported IEF position on this page?

The most recent filing on this page is 2025 Q4, when Arkos Global Advisors reported 598,275 shares, equal to 7.35% of portfolio, with an estimated market value of $57.5M.

What does the chart on this IEF ownership page compare?

The chart compares Arkos Global Advisors's quarterly IEF portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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