AlphaCentric Advisors’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

AlphaCentric Advisors’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 Q2	$355K	Sell	3,755 -4,276	-53%	-$405K	0.3%	114
2026 Q1	$766K	Buy	8,031 +5,066	+171%	+$487K	0.77%	33
2025 Q4	$285K	Buy	+2,965	New	+$287K	0.28%	111
2024 Q4	$315K	Sell	3,409 -414	-11%	-$39.1K	0.31%	88
2024 Q3	$375K	Sell	3,823 -365	-9%	-$35.3K	0.28%	85
2024 Q2	$392K	Buy	4,188 +968	+30%	+$89.9K	0.29%	88
2024 Q1	$305K	Buy	3,220 +1,880	+140%	+$178K	0.18%	108
2023 Q4	$129K	Buy	+1,340	New	+$124K	0.09%	141
2021 Q4	$640K	Buy	5,564 +5,284	+1,887%	+$607K	0.19%	56
2021 Q3	$32K	Buy	+280	New	+$32.7K	0.01%	194

Other funds holding IEF

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

BTI

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

AlphaCentric Advisors's IEF Position: Q2 2026 in Review

AlphaCentric Advisors reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 53% in Q2 2026, selling an estimated $405K and leaving 3,755 shares worth $355K. The position accounts for 0.3% of the portfolio, ranked #114.

AlphaCentric Advisors first reported a position in IEF in Q3 2021 and has held it in 10 quarters since. The position peaked at $766K in Q1 2026. 1,136 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

AlphaCentric Advisors held 3,755 shares of iShares 7-10 Year Treasury Bond ETF worth $355K as of Q2 2026.
AlphaCentric Advisors sold 4,276 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $405K.
iShares 7-10 Year Treasury Bond ETF made up 0.3% of AlphaCentric Advisors's portfolio in Q2 2026, its #114 holding.
AlphaCentric Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2021 and has held it in 10 quarters since.
AlphaCentric Advisors's iShares 7-10 Year Treasury Bond ETF position peaked at $766K in Q1 2026.
1,136 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on AlphaCentric Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.