Belpointe Asset Management’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Belpointe Asset 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 Q2	$3.36M	Sell	35,500 -666	-2%	-$63K	0.11%	176
2026 Q1	$3.45M	Sell	36,166 -3,545	-9%	-$341K	0.13%	144
2025 Q4	$3.82M	Buy	39,711 +10,481	+36%	+$1.01M	0.14%	127
2025 Q3	$2.82M	Sell	29,230 -2,821	-9%	-$270K	0.11%	162
2025 Q2	$3.07M	Sell	32,051 -2,533	-7%	-$240K	0.13%	141
2025 Q1	$3.3M	Buy	34,584 +3,854	+13%	+$361K	0.17%	111
2024 Q4	$2.98M	Sell	30,730 -3,106	-9%	-$293K	0.18%	117
2024 Q3	$3.32M	Buy	33,836 +6,637	+24%	+$642K	0.2%	98
2024 Q2	$2.55M	Sell	27,199 -1,684	-6%	-$156K	0.18%	112
2024 Q1	$2.73M	Buy	28,883 +1,020	+4%	+$96.7K	0.2%	109
2023 Q4	$2.69M	Buy	27,863 +1,369	+5%	+$127K	0.24%	79
2023 Q3	$2.43M	Sell	26,494 -14,906	-36%	-$1.41M	0.25%	73
2023 Q2	$4M	Sell	41,400 -9,495	-19%	-$933K	0.42%	44
2023 Q1	$5.04M	Buy	50,895 +19,625	+63%	+$1.92M	0.27%	58
2022 Q4	$2.99M	Buy	31,270 +289	+0.9%	+$27.8K	0.18%	103
2022 Q3	$2.97M	Buy	30,981 +3,559	+13%	+$361K	0.2%	95
2022 Q2	$2.81M	Sell	27,422 -4,799	-15%	-$492K	0.19%	114
2022 Q1	$3.46M	Sell	32,221 -14,129	-30%	-$1.57M	0.21%	89
2021 Q4	$5.33M	Buy	46,350 +9,009	+24%	+$1.04M	0.33%	57
2021 Q3	$4.3M	Sell	37,341 -5,418	-13%	-$634K	0.29%	65
2021 Q2	$4.94M	Buy	42,759 +5,362	+14%	+$614K	0.36%	51
2021 Q1	$4.22M	Sell	37,397 -2,192	-6%	-$255K	0.36%	52
2020 Q4	$4.75M	Sell	39,589 -23,894	-38%	-$2.87M	0.43%	44
2020 Q3	$7.73M	Buy	63,483 +8,575	+16%	+$1.05M	0.86%	16
2020 Q2	$6.69M	Buy	54,908 +1,923	+4%	+$234K	0.87%	16
2020 Q1	$6.44M	Buy	52,985 +2,359	+5%	+$271K	1.13%	11
2019 Q4	$5.58M	Buy	50,626 +3,766	+8%	+$420K	0.71%	21
2019 Q3	$5.27M	Sell	46,860 -6,331	-12%	-$706K	0.85%	18
2019 Q2	$5.85M	Buy	+53,191	New	+$5.7M	1.15%	12
2019 Q1	–	Sell	-17,438	Closed	-$1.82M	–	487
2018 Q4	$1.82M	Buy	17,438 +5,080	+41%	+$515K	0.46%	39
2018 Q3	$1.25M	Buy	12,358 +9,878	+398%	+$1.01M	0.2%	99
2018 Q2	$254K	Buy	+2,480	New	+$253K	0.07%	290
2017 Q4	–	Sell	-3,442	Closed	-$367K	–	478
2017 Q3	$367K	Buy	+3,442	New	+$369K	0.09%	277

Other funds holding IEF

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Peavine Capital Reno, Nevada $472M AUM 9.2% 1-Year Est. Return

WCM

Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return

Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MSCM

McElhenny Sheffield Capital Management Dallas, Texas $404M AUM 19.8% 1-Year Est. Return

Belpointe Asset Management's IEF Position: Q2 2026 in Review

Belpointe Asset Management reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 1.8% in Q2 2026, selling an estimated $63K and leaving 35,500 shares worth $3.36M. The position accounts for 0.11% of the portfolio, ranked #176.

Belpointe Asset Management first reported a position in IEF in Q3 2017 and has held it in 33 quarters since. The position peaked at $7.73M in Q3 2020. 542 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Belpointe Asset Management held 35,500 shares of iShares 7-10 Year Treasury Bond ETF worth $3.36M as of Q2 2026.
Belpointe Asset Management sold 666 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $63K.
iShares 7-10 Year Treasury Bond ETF made up 0.11% of Belpointe Asset Management's portfolio in Q2 2026, its #176 holding.
Belpointe Asset Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2017 and has held it in 33 quarters since.
Belpointe Asset Management's iShares 7-10 Year Treasury Bond ETF position peaked at $7.73M in Q3 2020.
542 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.