GREENLEAF TRUST IEF Ishares Barclays 7-10 Year Treas Bond Fund

Ownership history in GREENLEAF TRUST  ·  29 quarters on record

AI Ownership Summary

GREENLEAF TRUST reported Ishares Barclays 7-10 Year Treas Bond Fund (IEF) in 29 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.9% in 2026 Q1. The latest visible filing shows IEF at 0.90% 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 GREENLEAF TRUST's position in Ishares Barclays 7-10 Year Treas Bond Fund, 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
2026 Q1

IEF was reported at 0.90% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.9% in 2026 Q1

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

Time in book
Holding Window
2023 Q4 to 2026 Q1

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 GREENLEAF TRUST held IEF — position size vs. price
% of Fund (quarterly)    IEF price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 959,941 +190,400 +24.7% 0.90% $91.6M 2026-04-27 $95.03
2025 Q4 ADDED 769,541 +549,696 +250.0% 0.68% $74.0M 2026-01-21 $94.58
2025 Q3 ADDED 219,845 +8,451 +4.0% 0.19% $21.2M 2025-10-22 $95.58
2025 Q2 ADDED 211,394 +5,389 +2.6% 0.18% $20.2M 2025-07-17 $91.20
2025 Q1 ADDED 206,005 +12,544 +6.5% 0.18% $19.6M 2025-04-30 $92.17
2024 Q4 ADDED 193,461 +5,947 +3.2% 0.16% $17.9M 2025-01-24 $87.90
2024 Q3 ADDED 187,514 +14,311 +8.3% 0.16% $18.4M 2024-10-22 $89.56
2024 Q2 ADDED 173,203 +170,031 +5360.4% 0.15% $16.2M 2024-07-22 $88.19
2024 Q1 REDUCED 14.2% -0.9% 3,172 -526 -14.2% 0.00% $300K 2024-04-29 $84.96
2023 Q4 REDUCED 30.3% -2.2% 3,698 -1,605 -30.3% 0.00% $356K 2024-01-31 $88.51
19 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About GREENLEAF TRUST and IEF

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

How long has GREENLEAF TRUST reported owning IEF?

GREENLEAF TRUST reported IEF across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported IEF position in GREENLEAF TRUST's portfolio?

The largest reported portfolio weight for IEF was 0.90% in 2026 Q1.

What is the latest reported IEF position on this page?

The most recent filing on this page is 2026 Q1, when GREENLEAF TRUST reported 959,941 shares, equal to 0.90% of portfolio, with an estimated market value of $91.6M.

What does the chart on this IEF ownership page compare?

The chart compares GREENLEAF TRUST'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.

How well did GREENLEAF TRUST time their IEF position?

Based on 13F filing dates vs. subsequent IEF price moves, GREENLEAF TRUST correctly timed 15 out of 20 reported position changes (75%). The annualised alpha on IEF relative to SPY over the holding period was -12.8%.

← Back to GREENLEAF TRUST Holdings