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Caldwell Sutter Capital’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Caldwell Sutter 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 		$156K Sell
1,646
-383
-19% -$36.2K 0.06% 248
2026
Q1 		$194K Sell
2,029
-59
-3% -$5.67K 0.08% 226
2025
Q4 		$201K Sell
2,088
-513
-20% -$49.6K 0.09% 215
2025
Q3 		$251K Buy
2,601
+403
+18% +$38.5K 0.11% 179
2025
Q2 		$211K Buy
2,198
+163
+8% +$15.4K 0.1% 199
2025
Q1 		$194K Buy
2,035
+247
+14% +$23.1K 0.09% 203
2024
Q4 		$165K Buy
1,788
+665
+59% +$62.8K 0.08% 219
2024
Q3 		$110K Buy
1,123
+11
+1% +$1.06K 0.05% 266
2024
Q2 		$104K Buy
1,112
+3
+0.3% +$279 0.05% 270
2024
Q1 		$105K Buy
1,109
+1
+0.1% +$95 0.05% 269
2023
Q4 		$107K Sell
1,108
-50
-4% -$4.62K 0.05% 260
2023
Q3 		$106K Buy
1,158
+106
+10% +$10K 0.06% 245
2023
Q2 		$102K Buy
1,052
+977
+1,303% +$96K 0.05% 248
2023
Q1 		$7.43K Buy
+75
New +$7.33K 0.01% 416

Other funds holding IEF

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Raymond James Financial
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

Caldwell Sutter Capital's IEF Position: Q2 2026 in Review

Caldwell Sutter Capital reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 19% in Q2 2026, selling an estimated $36.2K and leaving 1,646 shares worth $156K. The position accounts for 0.06% of the portfolio, ranked #248.

Caldwell Sutter Capital first reported a position in IEF in Q1 2023 and has held it in 14 quarters since. The position peaked at $251K in Q3 2025. 1,136 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

  • Caldwell Sutter Capital held 1,646 shares of iShares 7-10 Year Treasury Bond ETF worth $156K as of Q2 2026.
  • Caldwell Sutter Capital sold 383 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $36.2K.
  • iShares 7-10 Year Treasury Bond ETF made up 0.06% of Caldwell Sutter Capital's portfolio in Q2 2026, its #248 holding.
  • Caldwell Sutter Capital first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2023 and has held it in 14 quarters since.
  • Caldwell Sutter Capital's iShares 7-10 Year Treasury Bond ETF position peaked at $251K in Q3 2025.
  • 1,136 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Caldwell Sutter Capital's 13F filing for Q2 2026, filed 5 Aug 2026.