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

Boreal 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	$4.07M	Buy	+42,993	New	+$4.07M	3.03%	6
2026 Q1	–	Sell	-38,835	Closed	-$3.74M	–	5
2025 Q4	$3.73M	Buy	38,835 +10,850	+39%	+$1.05M	2.82%	6
2025 Q3	$2.7M	Buy	27,985 +25,998	+1,308%	+$2.49M	2.17%	10
2025 Q2	$190K	Buy	+1,987	New	+$188K	0.16%	134

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

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

Boreal Capital Management opened a new position in iShares 7-10 Year Treasury Bond ETF (IEF) in Q2 2026: 42,993 shares worth $4.07M. The stake represents 3.03% of the portfolio and ranks #6 among its holdings. This is a return to the name: Boreal Capital Management previously reported a position in IEF as recently as Q4 2025.

Boreal Capital Management first reported a position in IEF in Q2 2025 and has held it in 4 quarters since. 1,136 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Boreal Capital Management held 42,993 shares of iShares 7-10 Year Treasury Bond ETF worth $4.07M as of Q2 2026.
iShares 7-10 Year Treasury Bond ETF was a new Boreal Capital Management position in Q2 2026.
iShares 7-10 Year Treasury Bond ETF made up 3.03% of Boreal Capital Management's portfolio in Q2 2026, its #6 holding.
Boreal Capital Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2025 and has held it in 4 quarters since.
1,136 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Boreal Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.