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

Ownership history in GenWealth Group, Inc.  Β·  35 quarters on record

AI Ownership Summary

GenWealth Group, Inc. reported ISHARES 7-10 YEAR TREASURY BOND ETF (IEF) in 35 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 8.01% in 2025 Q1. The latest visible filing shows IEF at 7.51% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this IEF ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was GenWealth Group, Inc.'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 7.51% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
8.01% in 2025 Q1

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

Time in book
Holding Window
2023 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 GenWealth Group, Inc. held IEF β€” position size vs. price
% of Fund (quarterly)    IEF price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 457,196 +44,451 +10.8% 7.51% $44.0M 2026-02-14 (Est.) $96.93
2025 Q3 ADDED 412,745 +24,276 +6.2% 7.41% $39.8M 2025-11-14 $95.26
2025 Q2 ADDED 388,469 +7,269 +1.9% 7.50% $37.2M 2025-07-16 $91.84
2025 Q1 ADDED 381,200 +133,993 +54.2% 8.01% $36.4M 2025-04-10 $90.82
2024 Q4 REDUCED 247,207 -44,709 -15.3% 5.20% $22.9M 2025-01-15 $88.19
2024 Q3 ADDED 291,916 +4,808 +1.7% 6.59% $28.6M 2024-10-11 $90.86
2024 Q2 ADDED 287,108 +2,304 +0.8% 6.62% $26.9M 2024-07-17 $89.39
2024 Q1 ADDED 284,804 +32,151 +12.7% 6.79% $27.0M 2024-04-11 $85.59
2023 Q4 ADDED 252,653 +2,436 +1.0% 6.73% $24.4M 2024-01-11 $88.64
2023 Q3 ADDED 250,217 +8,781 +3.6% 6.95% $22.9M 2023-11-13 $83.70
25 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About GenWealth Group, Inc. and IEF

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

How long has GenWealth Group, Inc. reported owning IEF?

GenWealth Group, Inc. reported IEF across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported IEF position in GenWealth Group, Inc.'s portfolio?

The largest reported portfolio weight for IEF was 8.01% in 2025 Q1.

What is the latest reported IEF position on this page?

The most recent filing on this page is 2025 Q4, when GenWealth Group, Inc. reported 457,196 shares, equal to 7.51% of portfolio, with an estimated market value of $44.0M.

What does the chart on this IEF ownership page compare?

The chart compares GenWealth Group, Inc.'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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