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	$101M	Buy	1,065,000 +362,000	+51%	+$34.3M	0.69%	30
2026 Q1	$67.1M	Sell	703,000 -189,500	-21%	-$18.2M	0.53%	39
2025 Q4	$85.8M	Buy	892,500 +169,900	+24%	+$16.4M	0.61%	35
2025 Q3	$69.7M	Buy	722,600 +321,400	+80%	+$30.7M	0.51%	42
2025 Q2	$38.4M	Buy	+401,200	New	+$37.9M	0.31%	66

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. 1,138 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.
1,138 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.