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Blue Capital Inc’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Blue Capital Inc’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 		$3.15M Buy
+33,027
New +$3.18M 2.06% 14
2025
Q3 		– Sell
-45,319
Closed -$4.34M – 103
2025
Q2 		$4.34M Buy
+45,319
New +$4.29M 3.08% 5

Other funds holding IEF

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

Blue Capital Inc's IEF Position: Q1 2026 in Review

Blue Capital Inc opened a new position in iShares 7-10 Year Treasury Bond ETF (IEF) in Q1 2026: 33,027 shares worth $3.15M. The stake represents 2.06% of the portfolio and ranks #14 among its holdings. This is a return to the name: Blue Capital Inc previously reported a position in IEF as recently as Q2 2025.

Blue Capital Inc first reported a position in IEF in Q2 2025 and has held it in 2 quarters since. The position peaked at $4.34M in Q2 2025. 1,114 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

  • Blue Capital Inc held 33,027 shares of iShares 7-10 Year Treasury Bond ETF worth $3.15M as of Q1 2026.
  • iShares 7-10 Year Treasury Bond ETF was a new Blue Capital Inc position in Q1 2026.
  • iShares 7-10 Year Treasury Bond ETF made up 2.06% of Blue Capital Inc's portfolio in Q1 2026, its #14 holding.
  • Blue Capital Inc first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2025 and has held it in 2 quarters since.
  • Blue Capital Inc's iShares 7-10 Year Treasury Bond ETF position peaked at $4.34M in Q2 2025.
  • 1,114 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2026.

Based on Blue Capital Inc's 13F filing for Q1 2026, filed 24 Apr 2026.