Advance Capital Management’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Advance Capital Management’s Portfolio IEF Stock Details IEF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$837K	Sell	8,771 -1,662	-16%	-$160K	0.03%	74
2025 Q4	$1M	Sell	10,433 -1,034	-9%	-$100K	0.04%	64
2025 Q3	$1.11M	Sell	11,467 -2,628	-19%	-$251K	0.05%	56
2025 Q2	$1.35M	Sell	14,095 -2,079	-13%	-$197K	0.06%	49
2025 Q1	$1.54M	Sell	16,174 -1,901	-11%	-$178K	0.07%	41
2024 Q4	$1.67M	Sell	18,075 -7,873	-30%	-$744K	0.08%	36
2024 Q3	$2.55M	Sell	25,948 -2,005	-7%	-$194K	0.11%	28
2024 Q2	$2.62M	Sell	27,953 -6,290	-18%	-$584K	0.12%	27
2024 Q1	$3.24M	Sell	34,243 -851,488	-96%	-$80.7M	0.22%	22
2023 Q4	$85.4M	Buy	885,731 +866,325	+4,464%	+$80.1M	6.75%	6
2023 Q3	$1.78M	Buy	19,406 +2,980	+18%	+$281K	0.16%	19
2023 Q2	$1.59M	Sell	16,426 -59,725	-78%	-$5.87M	0.18%	26
2023 Q1	$7.55M	Sell	76,151 -150,003	-66%	-$14.7M	1.34%	12
2022 Q4	$21.7M	Buy	226,154 +14,039	+7%	+$1.35M	2.87%	7
2022 Q3	$20.4M	Buy	212,115 +164,328	+344%	+$16.7M	2.49%	7
2022 Q2	$4.89M	Buy	+47,787	New	+$4.9M	0.59%	10

Other funds holding IEF

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Advance Capital Management's IEF Position: Q1 2026 in Review

Advance Capital Management reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 16% in Q1 2026, selling an estimated $160K and leaving 8,771 shares worth $837K. The position accounts for 0.03% of the portfolio, ranked #74.

Advance Capital Management first reported a position in IEF in Q2 2022 and has held it in 16 quarters since. The position peaked at $85.4M in Q4 2023. 1,115 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

Advance Capital Management held 8,771 shares of iShares 7-10 Year Treasury Bond ETF worth $837K as of Q1 2026.
Advance Capital Management sold 1,662 iShares 7-10 Year Treasury Bond ETF shares in Q1 2026, an estimated $160K.
iShares 7-10 Year Treasury Bond ETF made up 0.03% of Advance Capital Management's portfolio in Q1 2026, its #74 holding.
Advance Capital Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2022 and has held it in 16 quarters since.
Advance Capital Management's iShares 7-10 Year Treasury Bond ETF position peaked at $85.4M in Q4 2023.
1,115 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2026.

Based on Advance Capital Management's 13F filing for Q1 2026, filed 29 Apr 2026.