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

AlphaCore Capital’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	$6.3M	Buy	66,619 +7,205	+12%	+$682K	0.12%	156
2026 Q1	$5.67M	Sell	59,414 -5,229	-8%	-$503K	0.13%	141
2025 Q4	$6.22M	Buy	64,643 +62,897	+3,602%	+$6.09M	0.14%	135
2025 Q3	$168K	Sell	1,746 -26	-1%	-$2.49K	0.01%	737
2025 Q2	$170K	Buy	1,772 +17	+1%	+$1.61K	0.01%	613
2025 Q1	$167K	Buy	+1,755	New	+$164K	0.01%	465
2024 Q1	–	Sell	-1,850	Closed	-$178K	–	246
2023 Q4	$178K	Buy	1,850 +858	+86%	+$79.4K	0.03%	224
2023 Q3	$90.9K	Buy	992 +902	+1,002%	+$85.1K	0.01%	249
2023 Q2	$8.69K	Buy	+90	New	+$8.85K	﹤0.01%	303
2021 Q4	–	Sell	-677	Closed	-$78K	–	107
2021 Q3	$78K	Buy	+677	New	+$79.2K	0.04%	70
2021 Q2	–	Sell	-211	Closed	-$24K	–	75
2021 Q1	$24K	Buy	+211	New	+$24.6K	0.02%	44

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

AlphaCore Capital's IEF Position: Q2 2026 in Review

AlphaCore Capital increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 12% in Q2 2026, buying an estimated $682K and bringing the position to 66,619 shares worth $6.3M. The position accounts for 0.12% of the portfolio, ranked #156.

AlphaCore Capital first reported a position in IEF in Q1 2021 and has held it in 11 quarters since. 1,136 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

AlphaCore Capital held 66,619 shares of iShares 7-10 Year Treasury Bond ETF worth $6.3M as of Q2 2026.
AlphaCore Capital bought 7,205 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $682K.
iShares 7-10 Year Treasury Bond ETF made up 0.12% of AlphaCore Capital's portfolio in Q2 2026, its #156 holding.
AlphaCore Capital first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2021 and has held it in 11 quarters since.
1,136 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on AlphaCore Capital's 13F filing for Q2 2026, filed 6 Aug 2026.