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 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

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

Apella Capital's IEF Position: Q2 2026 in Review

Apella Capital held its iShares 7-10 Year Treasury Bond ETF (IEF) position steady in Q2 2026 at 8,514 shares worth $798K. The position accounts for 0.01% of the portfolio, ranked #402.

Apella Capital first reported a position in IEF in Q2 2021 and has held it in 5 quarters since. The position peaked at $817K in Q1 2026. 1,136 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Apella Capital held 8,514 shares of iShares 7-10 Year Treasury Bond ETF worth $798K as of Q2 2026.
Apella Capital left its iShares 7-10 Year Treasury Bond ETF share count unchanged in Q2 2026.
iShares 7-10 Year Treasury Bond ETF made up 0.01% of Apella Capital's portfolio in Q2 2026, its #402 holding.
Apella Capital first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2021 and has held it in 5 quarters since.
Apella Capital's iShares 7-10 Year Treasury Bond ETF position peaked at $817K 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 Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.