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

Boltwood 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 Q2	$2.87M	Buy	30,368 +318	+1%	+$30.1K	0.66%	41
2026 Q1	$2.87M	Buy	30,050 +1,150	+4%	+$111K	0.73%	35
2025 Q4	$2.78M	Buy	28,900 +402	+1%	+$38.9K	0.72%	36
2025 Q3	$2.75M	Sell	28,498 -1,204	-4%	-$115K	0.73%	37
2025 Q2	$2.84M	Sell	29,702 -1,265	-4%	-$120K	0.81%	31
2025 Q1	$2.95M	Sell	30,967 -4,177	-12%	-$391K	0.9%	28
2024 Q4	$3.25M	Sell	35,144 -2,515	-7%	-$238K	0.99%	27
2024 Q3	$3.7M	Sell	37,659 -10,533	-22%	-$1.02M	1.1%	24
2024 Q2	$4.51M	Buy	48,192 +3,847	+9%	+$357K	1.41%	17
2024 Q1	$4.2M	Sell	44,345 -1,830	-4%	-$173K	1.3%	16
2023 Q4	$4.45M	Buy	46,175 +4,970	+12%	+$460K	1.47%	15
2023 Q3	$3.77M	Sell	41,205 -605	-1%	-$57.1K	1.4%	17
2023 Q2	$4.04M	Buy	41,810 +2,255	+6%	+$222K	1.46%	15
2023 Q1	$3.92M	Buy	39,555 +3,832	+11%	+$375K	1.47%	16
2022 Q4	$3.42M	Buy	35,723 +11,823	+49%	+$1.14M	1.39%	17
2022 Q3	$2.29M	Buy	23,900 +3,630	+18%	+$368K	1.05%	29
2022 Q2	$2.07M	Buy	20,270 +6,126	+43%	+$629K	0.9%	32
2022 Q1	$1.52M	Sell	14,144 -792	-5%	-$87.9K	0.59%	53
2021 Q4	$1.72M	Buy	14,936 +3,266	+28%	+$375K	0.63%	49
2021 Q3	$1.34M	Buy	11,670 +7,040	+152%	+$823K	0.54%	59
2021 Q2	$535K	Sell	4,630 -45	-1%	-$5.15K	0.22%	107
2021 Q1	$528K	Buy	4,675 +1,125	+32%	+$131K	0.23%	103
2020 Q4	$426K	Buy	3,550 +1,015	+40%	+$122K	0.21%	108
2020 Q3	$309K	Buy	+2,535	New	+$309K	0.17%	118

Other funds holding IEF

BTI

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

Peavine Capital Reno, Nevada $472M AUM 9.2% 1-Year Est. Return

WCM

Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MSCM

McElhenny Sheffield Capital Management Dallas, Texas $404M AUM 19.8% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

MATAURO New York $756M AUM 20.74% 1-Year Est. Return

CIM

CenturyLink Investment Management Denver, Colorado $129M AUM 11.15% 1-Year Est. Return

Boltwood Capital Management's IEF Position: Q2 2026 in Review

Boltwood Capital Management increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 1.1% in Q2 2026, buying an estimated $30.1K and bringing the position to 30,368 shares worth $2.87M. The position accounts for 0.66% of the portfolio, ranked #41.

Boltwood Capital Management first reported a position in IEF in Q3 2020 and has held it in 24 quarters since. The position peaked at $4.51M in Q2 2024. 301 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Boltwood Capital Management held 30,368 shares of iShares 7-10 Year Treasury Bond ETF worth $2.87M as of Q2 2026.
Boltwood Capital Management bought 318 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $30.1K.
iShares 7-10 Year Treasury Bond ETF made up 0.66% of Boltwood Capital Management's portfolio in Q2 2026, its #41 holding.
Boltwood Capital Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2020 and has held it in 24 quarters since.
Boltwood Capital Management's iShares 7-10 Year Treasury Bond ETF position peaked at $4.51M in Q2 2024.
301 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Boltwood Capital Management's 13F filing for Q2 2026, filed 6 Jul 2026.