IEF vs BND overlap

IEF and BND overlap 5.1% by weight, across 15 shared holdings.

IEFBND

Pick 2 to 4 ETFs.

5.1%

overlap by weight, across 15 shared holdings

IEF98.2% of the fund is in shared holdings, of 15

BND5.2% of the fund is in shared holdings, of 17,396

Top shared holdings

Holding	IEF	BND	Overlap
US Treasury N/B	8.31%	0.41%	0.41%
US Treasury N/B	8.63%	0.41%	0.41%
US Treasury N/B	8.75%	0.41%	0.41%
US Treasury N/BT	9.54%	0.41%	0.41%
US Treasury N/B	6.73%	0.41%	0.41%
US Treasury N/B	8.78%	0.40%	0.40%
US Treasury N/BT	8.71%	0.39%	0.39%
US Treasury N/B	8.73%	0.39%	0.39%
US Treasury N/B	5.81%	0.36%	0.36%
US Treasury N/BT	8.22%	0.36%	0.36%
US Treasury N/B	5.32%	0.32%	0.32%
US Treasury N/BT	0.30%	0.32%	0.30%
US Treasury N/B	8.53%	0.29%	0.29%
US Treasury N/BT	1.47%	0.16%	0.16%
US Treasury N/BT	0.38%	0.13%	0.13%

Overlap by weight adds up the smaller weight of each holding the funds share, so 100% means identical portfolios. Long securities only: derivatives and cash vehicles are left out. Sources: IEF, SEC Form N-PORT, May 31, 2026; BND, SEC Form N-PORT, June 30, 2026.

653

institutions report holding both, of 2,310 holding any

IEF89.7% of its 13F dollars, 57.3% of its 1,140 holders

BND81.9% of its 13F dollars, 35.8% of its 1,823 holders

Largest institutions holding both

Firm	IEF	BND
Fisher Asset Management, LLC	$15.2B	$3.1M
JPMorgan Chase & Co	$3.3B	$11.5B
Northwestern Mutual Wealth Management Co	$479.3M	$10.4B
Morgan Stanley	$1.4B	$9.2B
Creative Planning	$21.1M	$9.6B
Vanguard Advisers Inc.	$26K	$4.6B
Bank of America Corp.	$2.0B	$2.0B
Envestnet Asset Management Inc.	$1.5B	$1.8B
Savant Capital, LLC	$1.3M	$2.6B
Ameriprise Financial Inc.	$1.8B	$702.0M
Wells Fargo & Company	$303.0M	$2.1B
FMR LLC	$2.3B	$46.8M
LPL Financial LLC	$577.7M	$1.5B
Allworth Financial LP	$359K	$1.4B
Raymond James Financial Inc.	$713.5M	$526.0M

This compares who owns the funds, not what the funds hold. From SEC Form 13F, for managers with $100M+ in US securities.

Who owns them: IEF institutional holders, BND institutional holders.

Frequently asked questions

How much do IEF and BND overlap?

5.1% by weight, with 15 holdings in common, using holdings for IEF as of May 31, 2026 and BND as of June 30, 2026. The largest shared position is US TREASURY N/B.

Do institutions hold both IEF and BND?

653 Form 13F filers report positions in both, out of 2,310 that report either one.

How is overlap by weight worked out?

For each holding the two funds share, take the smaller of the two weights, then add those up. Identical portfolios score 100%.