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

Blue Edge Capital’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 		$32.9M Buy
344,363
+9,453
+3% +$909K 4.37% 6
2025
Q4 		$32.2M Buy
334,910
+12,780
+4% +$1.24M 4.31% 5
2025
Q3 		$31.1M Buy
322,130
+611
+0.2% +$58.4K 4.41% 5
2025
Q2 		$30.8M Sell
321,519
-9,124
-3% -$863K 4.58% 5
2025
Q1 		$31.5M Sell
330,643
-1,709
-0.5% -$160K 5.06% 3
2024
Q4 		$30.7M Sell
332,352
-6,248
-2% -$590K 4.83% 4
2024
Q3 		$33.2M Buy
338,600
+160,185
+90% +$15.5M 5.18% 3
2024
Q2 		$16.7M Buy
178,415
+1,792
+1% +$166K 2.77% 7
2024
Q1 		$16.7M Buy
176,623
+4,134
+2% +$392K 2.8% 8
2023
Q4 		$16.6M Buy
172,489
+126
+0.1% +$11.7K 3.13% 7
2023
Q3 		$15.8M Buy
172,363
+16,795
+11% +$1.58M 3.31% 7
2023
Q2 		$15M Buy
155,568
+65,495
+73% +$6.44M 3.03% 7
2023
Q1 		$8.93M Sell
90,073
-38,768
-30% -$3.79M 1.93% 16
2022
Q4 		$12.3M Buy
128,841
+43,701
+51% +$4.2M 2.81% 7
2022
Q3 		$8.17M Buy
85,140
+54,343
+176% +$5.51M 2.02% 14
2022
Q2 		$3.15M Buy
+30,797
New +$3.16M 0.73% 42

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 Edge Capital's IEF Position: Q1 2026 in Review

Blue Edge Capital increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 2.8% in Q1 2026, buying an estimated $909K and bringing the position to 344,363 shares worth $32.9M. The position accounts for 4.37% of the portfolio, ranked #6.

Blue Edge Capital first reported a position in IEF in Q2 2022 and has held it in 16 quarters since. The position peaked at $33.2M in Q3 2024. 1,114 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

  • Blue Edge Capital held 344,363 shares of iShares 7-10 Year Treasury Bond ETF worth $32.9M as of Q1 2026.
  • Blue Edge Capital bought 9,453 iShares 7-10 Year Treasury Bond ETF shares in Q1 2026, an estimated $909K.
  • iShares 7-10 Year Treasury Bond ETF made up 4.37% of Blue Edge Capital's portfolio in Q1 2026, its #6 holding.
  • Blue Edge Capital first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2022 and has held it in 16 quarters since.
  • Blue Edge Capital's iShares 7-10 Year Treasury Bond ETF position peaked at $33.2M in Q3 2024.
  • 1,114 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2026.

Based on Blue Edge Capital's 13F filing for Q1 2026, filed 2 Jun 2026.