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 Q2	$959K	Sell	10,144 -334,219	-97%	-$31.6M	0.12%	82
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 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

Blue Edge Capital's IEF Position: Q2 2026 in Review

Blue Edge Capital reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 97% in Q2 2026, selling an estimated $31.6M and leaving 10,144 shares worth $959K. The position accounts for 0.12% of the portfolio, ranked #82.

Blue Edge Capital first reported a position in IEF in Q2 2022 and has held it in 17 quarters since. The position peaked at $33.2M in Q3 2024. 1,138 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Blue Edge Capital held 10,144 shares of iShares 7-10 Year Treasury Bond ETF worth $959K as of Q2 2026.
Blue Edge Capital sold 334,219 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $31.6M.
iShares 7-10 Year Treasury Bond ETF made up 0.12% of Blue Edge Capital's portfolio in Q2 2026, its #82 holding.
Blue Edge Capital first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2022 and has held it in 17 quarters since.
Blue Edge Capital's iShares 7-10 Year Treasury Bond ETF position peaked at $33.2M in Q3 2024.
1,138 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Blue Edge Capital's 13F filing for Q2 2026, filed 17 Aug 2026.