Calton & Associates’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Calton & Associates’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	$321K	Sell	3,389 -2,567	-43%	-$243K	0.05%	298
2026 Q1	$568K	Buy	5,956 +2,307	+63%	+$222K	0.08%	212
2025 Q4	$351K	Sell	3,649 -1,143	-24%	-$111K	0.05%	296
2025 Q3	$462K	Buy	4,792 +1,674	+54%	+$160K	0.07%	249
2025 Q2	$299K	Buy	+3,118	New	+$295K	0.05%	287
2022 Q3	–	Sell	-2,122	Closed	-$217K	–	232
2022 Q2	$217K	Buy	+2,122	New	+$218K	0.12%	203
2020 Q4	–	Sell	-16,511	Closed	-$2.01M	–	393
2020 Q3	$2.01M	Buy	16,511 +2,456	+17%	+$300K	0.41%	51
2020 Q2	$1.71M	Sell	14,055 -8,943	-39%	-$1.09M	0.37%	58
2020 Q1	$2.79M	Buy	22,998 +11,498	+100%	+$1.32M	0.69%	30
2019 Q4	$1.27M	Buy	11,500 +1,563	+16%	+$174K	0.25%	74
2019 Q3	$1.12M	Buy	+9,937	New	+$1.11M	0.25%	75
2018 Q1	–	Sell	-2,719	Closed	-$282K	–	774
2017 Q4	$282K	Buy	+2,719	New	+$288K	0.07%	257

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

Calton & Associates's IEF Position: Q2 2026 in Review

Calton & Associates reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 43% in Q2 2026, selling an estimated $243K and leaving 3,389 shares worth $321K. The position accounts for 0.05% of the portfolio, ranked #298.

Calton & Associates first reported a position in IEF in Q4 2017 and has held it in 12 quarters since. The position peaked at $2.79M in Q1 2020. 1,136 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Calton & Associates held 3,389 shares of iShares 7-10 Year Treasury Bond ETF worth $321K as of Q2 2026.
Calton & Associates sold 2,567 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $243K.
iShares 7-10 Year Treasury Bond ETF made up 0.05% of Calton & Associates's portfolio in Q2 2026, its #298 holding.
Calton & Associates first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2017 and has held it in 12 quarters since.
Calton & Associates's iShares 7-10 Year Treasury Bond ETF position peaked at $2.79M in Q1 2020.
1,136 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Calton & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.