SEC 13F Intelligence

Bts Asset Management, Inc. / IEF

Bts Asset Management, Inc.’s Ishares Tr Position

Does Bts Asset Management, Inc. own Ishares Tr (IEF)? Yes — 5.8K shares worth $549,380 (+2.12% of its 13F portfolio) as of Q1 2026, up from 5.8K shares the prior filed quarter.

Position Value
$549,380
Q1 2026
Shares
5.8K
% of Portfolio
+2.12%
Quarters Held
9
currently held

Position History IEF

Reported value by quarter
Q2 ’19: $80MQ2 ’19Q2 ’20: $78MQ4 ’21: $521,000Q4 ’21Q4 ’23: $23MQ3 ’24: $212,848Q3 ’24Q1 ’25: $15MQ3 ’25: $584,079Q3 ’25Q4 ’25: $552,805Q1 ’26: $549,380Q1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20265.8K$549,380+2.12%
Q4 20255.8K$552,805+0.75%
Q3 20256.1K$584,079+0.75%
Q1 2025159.6K$15M+17.14%
Q3 20242.2K$212,848+0.20%
Q4 2023233.7K$23M+17.01%
Q4 20214.5K$521,000+0.19%
Q2 2020638.0K$78M+20.90%
Q2 2019727.9K$80M+86.95%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Bts Asset Management, Inc.’s full portfolio or all institutional holders of IEF.