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

BCM 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	$1.33M	Sell	14,322 -17,139	-54%	-$1.62M	0.26%	44
2026 Q1	$2.97M	Sell	31,461 -38,250	-55%	-$3.68M	0.59%	30
2025 Q4	$6.69M	Buy	69,711 +3,891	+6%	+$377K	1.28%	14
2025 Q3	$6.42M	Sell	65,820 -2,975	-4%	-$284K	1.29%	15
2025 Q2	$6.55M	Buy	68,795 +10,333	+18%	+$977K	1.39%	13
2025 Q1	$5.54M	Buy	58,462 +28,428	+95%	+$2.66M	1.26%	15
2024 Q4	$2.81M	Buy	+30,034	New	+$2.84M	0.63%	27
2024 Q2	–	Sell	-2,931	Closed	-$268K	–	73
2024 Q1	$268K	Sell	2,931 -9,416	-76%	-$892K	0.07%	58
2023 Q4	$1.18M	Buy	12,347 +6,262	+103%	+$579K	0.31%	41
2023 Q3	$560K	Buy	+6,085	New	+$574K	0.17%	50
2023 Q2	–	Sell	-11,542	Closed	-$1.13M	–	63
2023 Q1	$1.13M	Buy	11,542 +7,444	+182%	+$728K	0.31%	38
2022 Q4	$410K	Sell	4,098 -5,410	-57%	-$520K	0.11%	53
2022 Q3	$902K	Buy	+9,508	New	+$965K	0.27%	43
2018 Q1	–	Sell	-6,228	Closed	-$790K	–	36
2017 Q4	$790K	Buy	+6,228	New	+$660K	0.46%	23

Other funds holding IEF

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

BCM Advisors's IEF Position: Q2 2026 in Review

BCM Advisors reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 54% in Q2 2026, selling an estimated $1.62M and leaving 14,322 shares worth $1.33M. The position accounts for 0.26% of the portfolio, ranked #44.

BCM Advisors first reported a position in IEF in Q4 2017 and has held it in 14 quarters since. The position peaked at $6.69M in Q4 2025. 1,136 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

BCM Advisors held 14,322 shares of iShares 7-10 Year Treasury Bond ETF worth $1.33M as of Q2 2026.
BCM Advisors sold 17,139 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $1.62M.
iShares 7-10 Year Treasury Bond ETF made up 0.26% of BCM Advisors's portfolio in Q2 2026, its #44 holding.
BCM Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2017 and has held it in 14 quarters since.
BCM Advisors's iShares 7-10 Year Treasury Bond ETF position peaked at $6.69M in Q4 2025.
1,136 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on BCM Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.