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

Apella 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 Q3	$762K	Buy	8,554 +40	+0.5%	+$3.7K	0.01%	436
2026 Q2	$798K	Hold	8,514	–	–	0.01%	402
2026 Q1	$817K	Buy	+8,514	New	+$819K	0.01%	392
2022 Q1	–	Sell	-2,128	Closed	-$245K	–	217
2021 Q4	$245K	Sell	2,128 -1,131	-35%	-$130K	0.03%	179
2021 Q3	$376K	Sell	3,259 -269	-8%	-$31.5K	0.05%	146
2021 Q2	$407K	Buy	+3,528	New	+$404K	0.07%	152

Other funds holding IEF

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

BWL

Beacon Wealthcare LLC Raleigh, North Carolina $315M AUM 8.23% 1-Year Est. Return

FFBTD

First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return

IIM

Invariant Investment Management Camp Hill, Pennsylvania $173M AUM 8.78% 1-Year Est. Return

TAM

Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

SCP

Silverleafe Capital Partners Germantown, Tennessee $351M AUM 24.63% 1-Year Est. Return

SFG

Strategic Financial Group Grand Haven, Michigan $103M AUM

PWM

Pacific Wealth Management San Diego, California $227M AUM 24.81% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

Apella Capital's IEF Position: Q3 2026 in Review

Apella Capital increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 0.47% in Q3 2026, buying an estimated $3.7K and bringing the position to 8,554 shares worth $762K. The position accounts for 0.01% of the portfolio, ranked #436.

Apella Capital first reported a position in IEF in Q2 2021 and has held it in 6 quarters since. The position peaked at $817K in Q1 2026. 62 funds tracked by Wall St. Rank hold IEF as of Q3 2026.

Apella Capital held 8,554 shares of iShares 7-10 Year Treasury Bond ETF worth $762K as of Q3 2026.
Apella Capital bought 40 iShares 7-10 Year Treasury Bond ETF shares in Q3 2026, an estimated $3.7K.
iShares 7-10 Year Treasury Bond ETF made up 0.01% of Apella Capital's portfolio in Q3 2026, its #436 holding.
Apella Capital first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2021 and has held it in 6 quarters since.
Apella Capital's iShares 7-10 Year Treasury Bond ETF position peaked at $817K in Q1 2026.
62 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2026.

Based on Apella Capital's 13F filing for Q3 2026, filed 8 Oct 2026.