Ken Fisher's IEF Position Overview
Ken Fisher (via Fisher Asset Management, LLC) currently holds 87.7M shares of iShares 7-10 Year Treasury Bond ETF (IEF) worth $8.46 B, representing 3.06% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 50 quarters.
Based on 13F filings since 2013, Ken Fisher has maintained a long-term strategic position in IEF, representing a significant commitment to this investment thesis. Largest addition occurred in Q3 2025, adding 30.0M shares. Largest reduction occurred in Q3 2022, reducing 2.6M shares.
Analysis based on 13F filings available since 2013 Q2
Ken Fisher's iShares 7-10 Year Treasury Bond ETF (IEF) Holding Value Over Time
Track share changes against reported price movement
Quarterly iShares 7-10 Year Treasury Bond ETF (IEF) Trades by Ken Fisher
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2013 | +3,479 | Add 0.00% | 3,478 | $102.36 |
| Q3 2013 | +48 | Add 1.38% | 3,526 | $102.10 |
| Q4 2013 | +1,565 | Add 44.38% | 5,091 | $99.19 |
| Q1 2014 | -2,055 | Reduce 40.37% | 3,036 | $101.78 |
| Q2 2014 | +581 | Add 19.14% | 3,617 | $103.68 |
| Q3 2014 | -522 | Reduce 14.43% | 3,095 | $103.72 |
| Q4 2014 | +69 | Add 2.23% | 3,164 | $105.88 |
| Q1 2015 | -69 | Reduce 2.18% | 3,095 | $108.24 |
| Q2 2015 | +473 | Add 15.28% | 3,568 | $105.10 |
| Q3 2015 | -473 | Reduce 13.26% | 3,095 | $107.92 |
| Q1 2016 | +346 | Add 11.18% | 3,441 | $110.43 |
| Q2 2016 | -346 | Reduce 10.06% | 3,095 | $113.09 |
| Q4 2016 | -40 | Reduce 1.29% | 3,055 | $104.75 |
| Q1 2017 | -21 | Reduce 0.69% | 3,034 | $105.47 |
| Q2 2017 | +177 | Add 5.83% | 3,211 | $106.51 |
| Q3 2017 | -83 | Reduce 2.58% | 3,128 | $106.46 |
| Q4 2017 | +907 | Add 29.00% | 4,035 | $105.58 |
| Q1 2018 | -915 | Reduce 22.68% | 3,120 | $103.21 |
| Q2 2018 | -11 | Reduce 0.35% | 3,109 | $102.61 |
| Q3 2018 | +199 | Add 6.40% | 3,308 | $101.27 |
| Q4 2018 | -105 | Reduce 3.17% | 3,203 | $104.28 |
| Q1 2019 | -3,203 | Sold Out | 3,203 | $0.00 |
| Q2 2019 | +1,824 | New Buy | 1,824 | $110.20 |
| Q3 2019 | +41 | Add 2.25% | 1,865 | $112.60 |
| Q4 2019 | -1,865 | Sold Out | 1,865 | $0.00 |
| Q1 2020 | +1,896 | New Buy | 1,896 | $121.31 |
| Q2 2020 | -1,896 | Sold Out | 1,896 | $0.00 |
| Q1 2021 | +8.8 M | New Buy | 8.8 M | $112.93 |
| Q2 2021 | +932,848 | Add 10.60% | 9.73 M | $115.49 |
| Q3 2021 | +612,913 | Add 6.30% | 10.35 M | $115.22 |
| Q4 2021 | +720,096 | Add 6.96% | 11.07 M | $115.00 |
| Q1 2022 | +1.28 M | Add 11.58% | 12.35 M | $107.47 |
| Q2 2022 | +110,380 | Add 0.89% | 12.46 M | $102.30 |
| Q3 2022 | -2.62 M | Reduce 21.01% | 9.84 M | $95.99 |
| Q4 2022 | +333,994 | Add 3.39% | 10.18 M | $95.78 |
| Q1 2023 | -1.9 M | Reduce 18.71% | 8.27 M | $99.12 |
| Q2 2023 | +446,004 | Add 5.39% | 8.72 M | $96.60 |
| Q3 2023 | +512,404 | Add 5.88% | 9.23 M | $91.59 |
| Q4 2023 | +467,283 | Add 5.06% | 9.7 M | $96.39 |
| Q1 2024 | +9.84 M | Add 101.45% | 19.53 M | $94.66 |
| Q2 2024 | +836,259 | Add 4.28% | 20.37 M | $93.65 |
| Q3 2024 | +21.28 M | Add 104.48% | 41.65 M | $98.12 |
| Q4 2024 | +7.57 M | Add 18.17% | 49.22 M | $92.45 |
| Q1 2025 | +5.74 M | Add 11.67% | 54.96 M | $95.37 |
| Q2 2025 | +2.69 M | Add 4.89% | 57.65 M | $95.77 |
| Q3 2025 | +30.01 M | Add 52.06% | 87.66 M | $96.46 |
Ken Fisher's iShares 7-10 Year Treasury Bond ETF Investment FAQs
Ken Fisher first purchased iShares 7-10 Year Treasury Bond ETF (IEF) in Q2 2013, acquiring 3,478 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ken Fisher has held iShares 7-10 Year Treasury Bond ETF (IEF) for 50 quarters since Q2 2013. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ken Fisher's largest addition to iShares 7-10 Year Treasury Bond ETF (IEF) was in Q3 2025, adding 87,662,438 shares worth $8.46 B. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Ken Fisher's firm, Fisher Asset Management, LLC, owns 87,662,438 shares of iShares 7-10 Year Treasury Bond ETF (IEF), valued at approximately $8.46 B. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, iShares 7-10 Year Treasury Bond ETF (IEF) represents approximately 3.06% of Ken Fisher's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ken Fisher's peak holding in iShares 7-10 Year Treasury Bond ETF (IEF) was 87,662,438 shares, as reported at the end of Q3 2025. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.