Avalon Capital Management’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Avalon Capital Management’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	–	Sell	-27,994	Closed	-$2.69M	–	138
2025 Q4	$2.69M	Sell	27,994 -65,443	-70%	-$6.33M	0.64%	35
2025 Q3	$9.01M	Buy	+93,437	New	+$8.93M	2.21%	15
2024 Q4	–	Sell	-7,536	Closed	-$739K	–	140
2024 Q3	$739K	Hold	7,536	–	–	0.22%	67
2024 Q2	$706K	Hold	7,536	–	–	0.22%	60
2024 Q1	$713K	Sell	7,536 -20,516	-73%	-$1.94M	0.29%	40
2023 Q4	$2.7M	Buy	+28,052	New	+$2.59M	1.14%	25
2019 Q2	–	Sell	-50,306	Closed	-$5.37M	–	38
2019 Q1	$5.37M	Buy	50,306 +3,747	+8%	+$392K	4.55%	8
2018 Q4	$4.85M	Buy	+46,559	New	+$4.72M	5.17%	5
2015 Q1	–	Sell	-38,532	Closed	-$4.08M	–	71
2014 Q4	$4.08M	Buy	+38,532	New	+$4.06M	3.14%	7
2013 Q3	–	Sell	-8,283	Closed	-$849K	–	88
2013 Q2	$849K	Buy	+8,283	New	+$883K	0.84%	36

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 $9.54B AUM 19.86% 1-Year Est. Return

Avalon Capital Management's IEF Position: Q1 2026 in Review

Avalon Capital Management sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q1 2026, closing a stake of 27,994 shares — an estimated $2.69M sold.

Avalon Capital Management first reported a position in IEF in Q2 2013 and held it in 10 quarters. The position peaked at $9.01M in Q3 2025. 1,115 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

Avalon Capital Management reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q1 2026 after selling out during the quarter.
Avalon Capital Management sold 27,994 iShares 7-10 Year Treasury Bond ETF shares in Q1 2026, an estimated $2.69M.
Avalon Capital Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2013 and held it in 10 quarters.
Avalon Capital Management's iShares 7-10 Year Treasury Bond ETF position peaked at $9.01M in Q3 2025.
1,115 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2026.

Based on Avalon Capital Management's 13F filing for Q1 2026, filed 15 May 2026.