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

Aspire 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	$5.8M	Buy	60,749 +7,572	+14%	+$728K	1.31%	20
2025 Q4	$5.11M	Buy	53,177 +867	+2%	+$83.9K	1.2%	25
2025 Q3	$5.05M	Sell	52,310 -478	-0.9%	-$45.7K	1.24%	23
2025 Q2	$5.06M	Buy	52,788 +1,547	+3%	+$146K	1.4%	18
2025 Q1	$4.89M	Buy	51,241 +4,211	+9%	+$394K	1.46%	18
2024 Q4	$4.35M	Buy	47,030 +4,545	+11%	+$429K	1.24%	24
2024 Q3	$4.17M	Buy	42,485 +2,172	+5%	+$210K	1.24%	24
2024 Q2	$3.78M	Buy	40,313 +1,118	+3%	+$104K	1.23%	25
2024 Q1	$3.71M	Buy	+39,195	New	+$3.71M	1.25%	24

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

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

Aspire Capital Advisors increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 14% in Q1 2026, buying an estimated $728K and bringing the position to 60,749 shares worth $5.8M. The position accounts for 1.31% of the portfolio, ranked #20.

Aspire Capital Advisors first reported a position in IEF in Q1 2024 and has held it in 9 quarters since. 1,114 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

Aspire Capital Advisors held 60,749 shares of iShares 7-10 Year Treasury Bond ETF worth $5.8M as of Q1 2026.
Aspire Capital Advisors bought 7,572 iShares 7-10 Year Treasury Bond ETF shares in Q1 2026, an estimated $728K.
iShares 7-10 Year Treasury Bond ETF made up 1.31% of Aspire Capital Advisors's portfolio in Q1 2026, its #20 holding.
Aspire Capital Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2024 and has held it in 9 quarters since.
1,114 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2026.

Based on Aspire Capital Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.