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

Blue Oak 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
2025 Q2	$1.01M	Buy	+10,565	New	+$999K	0.53%	35

Other funds holding IEF

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

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

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

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

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

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

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

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

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Blue Oak Capital's IEF Position: Q2 2025 in Review

Blue Oak Capital opened a new position in iShares 7-10 Year Treasury Bond ETF (IEF) in Q2 2025: 10,565 shares worth $1.01M. The stake represents 0.53% of the portfolio and ranks #35 among its holdings.

1,013 funds tracked by Wall St. Rank hold IEF as of Q2 2025.

Blue Oak Capital held 10,565 shares of iShares 7-10 Year Treasury Bond ETF worth $1.01M as of Q2 2025.
iShares 7-10 Year Treasury Bond ETF was a new Blue Oak Capital position in Q2 2025.
iShares 7-10 Year Treasury Bond ETF made up 0.53% of Blue Oak Capital's portfolio in Q2 2025, its #35 holding.
1,013 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2025.

Based on Blue Oak Capital's 13F filing for Q2 2025, filed 16 Jul 2025.