Bluefin Capital Management’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Bluefin Capital 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 Q1	–	Sell	-5,237	Closed	-$504K	–	165
2025 Q4	$504K	Buy	+5,237	New	+$507K	0.12%	94
2024 Q3	$1.32M	Buy	+13,500	New	+$1.31M	0.4%	29
2015 Q3	–	Sell	-11,571	Closed	-$1.22M	–	546
2015 Q2	$1.22M	Buy	+11,571	New	+$1.23M	0.07%	198
2015 Q1	–	Sell	-37,787	Closed	-$4M	–	528
2014 Q4	$4M	Buy	+37,787	New	+$3.99M	0.24%	95
2014 Q3	–	Sell	-1,501	Closed	-$200K	–	1001
2014 Q2	$200K	Sell	1,501 -47,294	-97%	-$4.86M	0.01%	611
2014 Q1	$5M	Buy	+48,795	New	+$4.95M	0.32%	58
2013 Q4	–	Sell	-36,381	Closed	-$3.7M	–	375
2013 Q3	$3.7M	Buy	36,381 +34,089	+1,487%	+$3.45M	0.35%	60
2013 Q2	$200K	Buy	+2,292	New	+$244K	0.02%	435

Other funds holding IEF

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

BTI

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

Bluefin Capital Management's IEF Position: Q1 2026 in Review

Bluefin Capital Management sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q1 2026, closing a stake of 5,237 shares — an estimated $504K sold.

Bluefin Capital Management first reported a position in IEF in Q2 2013 and held it in 8 quarters. The position peaked at $5M in Q1 2014. 1,115 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

Bluefin Capital Management reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q1 2026 after selling out during the quarter.
Bluefin Capital Management sold 5,237 iShares 7-10 Year Treasury Bond ETF shares in Q1 2026, an estimated $504K.
Bluefin Capital Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2013 and held it in 8 quarters.
Bluefin Capital Management's iShares 7-10 Year Treasury Bond ETF position peaked at $5M in Q1 2014.
1,115 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2026.

Based on Bluefin Capital Management's 13F filing for Q1 2026, filed 15 May 2026.