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BayBridge Capital Group’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

BayBridge Capital Group’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 		– Sell
-3,337
Closed -$321K – 101
2026
Q1 		$321K Hold
3,337
– – 0.2% 77
2025
Q4 		$321K Sell
3,337
-3,982
-54% -$385K 0.2% 77
2025
Q3 		$706K Sell
7,319
-8,197
-53% -$784K 0.45% 50
2025
Q2 		$1.49M Buy
15,516
+893
+6% +$84.4K 0.95% 35
2025
Q1 		$1.39M Buy
14,623
+2,860
+24% +$268K 1% 39
2024
Q4 		$1.09M Sell
11,763
-398
-3% -$37.6K 0.79% 38
2024
Q3 		$1.19M Buy
12,161
+257
+2% +$24.8K 0.86% 37
2024
Q2 		$1.11M Sell
11,904
-167
-1% -$15.5K 0.87% 39
2024
Q1 		$1.11M Sell
12,071
-268
-2% -$25.4K 0.96% 33
2023
Q4 		$1.19M Buy
+12,339
New +$1.14M 1.1% 19

Other funds holding IEF

BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
M
MATAURO New York $756M AUM 20.74% 1-Year Est. Return
CIM
CenturyLink Investment Management Denver, Colorado $129M AUM 11.15% 1-Year Est. Return
RBCM
Raub Brock Capital Management Larkspur, California $363M AUM 12.74% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

BayBridge Capital Group's IEF Position: Q2 2026 in Review

BayBridge Capital Group sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q2 2026, closing a stake of 3,337 shares — an estimated $321K sold.

BayBridge Capital Group first reported a position in IEF in Q4 2023 and held it in 10 quarters. The position peaked at $1.49M in Q2 2025. 267 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

  • BayBridge Capital Group reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
  • BayBridge Capital Group sold 3,337 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $321K.
  • BayBridge Capital Group first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2023 and held it in 10 quarters.
  • BayBridge Capital Group's iShares 7-10 Year Treasury Bond ETF position peaked at $1.49M in Q2 2025.
  • 267 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on BayBridge Capital Group's 13F filing for Q2 2026, filed 14 Jul 2026.