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 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 $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 $8.74B AUM 14.62% 1-Year Est. Return

Aptus Capital Advisors's IEF Position: Q1 2026 in Review

Aptus Capital Advisors reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 1.6% in Q1 2026, selling an estimated $31.7K and leaving 20,021 shares worth $1.91M. The position accounts for 0.02% of the portfolio, ranked #479.

Aptus Capital Advisors first reported a position in IEF in Q4 2018 and has held it in 29 quarters since. The position peaked at $43.6M in Q4 2018. 1,114 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

Aptus Capital Advisors held 20,021 shares of iShares 7-10 Year Treasury Bond ETF worth $1.91M as of Q1 2026.
Aptus Capital Advisors sold 330 iShares 7-10 Year Treasury Bond ETF shares in Q1 2026, an estimated $31.7K.
iShares 7-10 Year Treasury Bond ETF made up 0.02% of Aptus Capital Advisors's portfolio in Q1 2026, its #479 holding.
Aptus Capital Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2018 and has held it in 29 quarters since.
Aptus Capital Advisors's iShares 7-10 Year Treasury Bond ETF position peaked at $43.6M in Q4 2018.
1,114 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2026.

Based on Aptus Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.