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

Andina 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	$568K	Sell	5,954 -7,628	-56%	-$734K	0.5%	42
2025 Q4	$1.31M	Sell	13,582 -2,779	-17%	-$269K	0.79%	30
2025 Q3	$1.58M	Buy	16,361 +61	+0.4%	+$5.83K	0.89%	28
2025 Q2	$1.56M	Sell	16,300 -5,428	-25%	-$513K	1.09%	22
2025 Q1	$2.07M	Buy	21,728 +5,268	+32%	+$493K	1.48%	19
2024 Q4	$1.52M	Buy	+16,460	New	+$1.56M	1.24%	22
2024 Q2	–	Sell	-31,213	Closed	-$2.95M	–	117
2024 Q1	$2.95M	Buy	31,213 +4,195	+16%	+$398K	2.31%	12
2023 Q4	$2.6M	Buy	+27,018	New	+$2.5M	2.24%	14

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

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

Andina Capital Management reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 56% in Q1 2026, selling an estimated $734K and leaving 5,954 shares worth $568K. The position accounts for 0.5% of the portfolio, ranked #42.

Andina Capital Management first reported a position in IEF in Q4 2023 and has held it in 8 quarters since. The position peaked at $2.95M in Q1 2024. 1,115 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

Andina Capital Management held 5,954 shares of iShares 7-10 Year Treasury Bond ETF worth $568K as of Q1 2026.
Andina Capital Management sold 7,628 iShares 7-10 Year Treasury Bond ETF shares in Q1 2026, an estimated $734K.
iShares 7-10 Year Treasury Bond ETF made up 0.5% of Andina Capital Management's portfolio in Q1 2026, its #42 holding.
Andina Capital Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2023 and has held it in 8 quarters since.
Andina Capital Management's iShares 7-10 Year Treasury Bond ETF position peaked at $2.95M in Q1 2024.
1,115 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2026.

Based on Andina Capital Management's 13F filing for Q1 2026, filed 17 Apr 2026.