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

Aptus Capital 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	$2.19M	Buy	23,166 +3,145	+16%	+$298K	0.02%	493
2026 Q1	$1.91M	Sell	20,021 -330	-2%	-$31.7K	0.02%	479
2025 Q4	$1.96M	Sell	20,351 -367	-2%	-$35.5K	0.01%	447
2025 Q3	$2M	Sell	20,718 -4,138	-17%	-$396K	0.01%	438
2025 Q2	$2.38M	Sell	24,856 -5,480	-18%	-$518K	0.02%	391
2025 Q1	$2.89M	Buy	30,336 +6,924	+30%	+$648K	0.03%	347
2024 Q4	$2.16M	Buy	23,412 +21,077	+903%	+$1.99M	0.02%	385
2024 Q3	$229K	Sell	2,335 -250	-10%	-$24.2K	﹤0.01%	734
2024 Q2	$242K	Buy	2,585 +147	+6%	+$13.7K	﹤0.01%	675
2024 Q1	$231K	Sell	2,438 -1,312	-35%	-$124K	﹤0.01%	701
2023 Q4	$361K	Buy	3,750 +2,583	+221%	+$239K	0.01%	435
2023 Q3	$107K	Buy	1,167 +691	+145%	+$65.2K	﹤0.01%	616
2023 Q2	$46K	Sell	476 -9,796	-95%	-$963K	﹤0.01%	593
2023 Q1	$1.02M	Buy	10,272 +7,841	+323%	+$766K	0.03%	265
2022 Q4	$233K	Buy	2,431 +2,345	+2,727%	+$225K	0.01%	451
2022 Q3	$8K	Sell	86 -32	-27%	-$3.25K	﹤0.01%	677
2022 Q2	$12K	Sell	118 -418	-78%	-$42.9K	﹤0.01%	560
2022 Q1	$58K	Buy	536 +429	+401%	+$47.6K	﹤0.01%	502
2021 Q4	$12K	Hold	107	–	–	﹤0.01%	491
2021 Q3	$12K	Sell	107 -413	-79%	-$48.3K	﹤0.01%	467
2021 Q2	$60K	Buy	520 +109	+27%	+$12.5K	﹤0.01%	419
2021 Q1	$46K	Sell	411 -62	-13%	-$7.22K	﹤0.01%	402
2020 Q4	$56K	Buy	473 +259	+121%	+$31.2K	﹤0.01%	357
2020 Q3	$26K	Sell	214 -5,618	-96%	-$685K	﹤0.01%	381
2020 Q2	$710K	Buy	5,832 +5,725	+5,350%	+$696K	0.04%	161
2020 Q1	$12K	Sell	107 -75	-41%	-$8.63K	﹤0.01%	357
2019 Q4	$20K	Buy	182 +107	+143%	+$11.9K	﹤0.01%	433
2019 Q3	$8K	Sell	75 -3,865	-98%	-$431K	﹤0.01%	443
2019 Q2	$433K	Buy	+3,940	New	+$422K	0.06%	260
2019 Q1	–	Sell	-418,789	Closed	-$43.6M	–	313
2018 Q4	$43.6M	Buy	+418,789	New	+$42.4M	11.51%	2

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

Aptus Capital Advisors's IEF Position: Q2 2026 in Review

Aptus Capital Advisors increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 16% in Q2 2026, buying an estimated $298K and bringing the position to 23,166 shares worth $2.19M. The position accounts for 0.02% of the portfolio, ranked #493.

Aptus Capital Advisors first reported a position in IEF in Q4 2018 and has held it in 30 quarters since. The position peaked at $43.6M in Q4 2018. 1,136 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Aptus Capital Advisors held 23,166 shares of iShares 7-10 Year Treasury Bond ETF worth $2.19M as of Q2 2026.
Aptus Capital Advisors bought 3,145 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $298K.
iShares 7-10 Year Treasury Bond ETF made up 0.02% of Aptus Capital Advisors's portfolio in Q2 2026, its #493 holding.
Aptus Capital Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2018 and has held it in 30 quarters since.
Aptus Capital Advisors's iShares 7-10 Year Treasury Bond ETF position peaked at $43.6M in Q4 2018.
1,136 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.