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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
Q2 		$6.22M Buy
65,724
+4,975
+8% +$471K 1.21% 20
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
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Raymond James Financial
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

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

Aspire Capital Advisors increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 8.2% in Q2 2026, buying an estimated $471K and bringing the position to 65,724 shares worth $6.22M. The position accounts for 1.21% of the portfolio, ranked #20.

Aspire Capital Advisors first reported a position in IEF in Q1 2024 and has held it in 10 quarters since. 1,138 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

  • Aspire Capital Advisors held 65,724 shares of iShares 7-10 Year Treasury Bond ETF worth $6.22M as of Q2 2026.
  • Aspire Capital Advisors bought 4,975 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $471K.
  • iShares 7-10 Year Treasury Bond ETF made up 1.21% of Aspire Capital Advisors's portfolio in Q2 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 10 quarters since.
  • 1,138 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Aspire Capital Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.