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

Canal 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	$4.23M	Buy	44,730 +3,076	+7%	+$291K	0.52%	55
2026 Q1	$3.98M	Buy	41,654 +628	+2%	+$60.4K	0.54%	55
2025 Q4	$3.95M	Buy	41,026 +2,745	+7%	+$266K	0.56%	55
2025 Q3	$3.69M	Buy	38,281 +292	+0.8%	+$27.9K	0.55%	52
2025 Q2	$3.64M	Buy	37,989 +2,129	+6%	+$201K	0.57%	56
2025 Q1	$3.42M	Buy	35,860 +8,262	+30%	+$773K	0.57%	51
2024 Q4	$2.55M	Buy	27,598 +1,057	+4%	+$99.9K	0.41%	59
2024 Q3	$2.6M	Buy	26,541 +384	+1%	+$37.1K	0.42%	55
2024 Q2	$2.45M	Buy	26,157 +2,159	+9%	+$201K	0.42%	56
2024 Q1	$2.27M	Sell	23,998 -164,081	-87%	-$15.6M	0.38%	60
2023 Q4	$18.1M	Buy	188,079 +18,151	+11%	+$1.68M	3.36%	3
2023 Q3	$15.6M	Buy	+169,928	New	+$16M	3.17%	4
2023 Q1	–	Sell	-5,622	Closed	-$538K	–	155
2022 Q4	$538K	Buy	+5,622	New	+$540K	0.13%	101

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

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

Canal Capital Management increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 7.4% in Q2 2026, buying an estimated $291K and bringing the position to 44,730 shares worth $4.23M. The position accounts for 0.52% of the portfolio, ranked #55.

Canal Capital Management first reported a position in IEF in Q4 2022 and has held it in 13 quarters since. The position peaked at $18.1M in Q4 2023. 1,136 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Canal Capital Management held 44,730 shares of iShares 7-10 Year Treasury Bond ETF worth $4.23M as of Q2 2026.
Canal Capital Management bought 3,076 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $291K.
iShares 7-10 Year Treasury Bond ETF made up 0.52% of Canal Capital Management's portfolio in Q2 2026, its #55 holding.
Canal Capital Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2022 and has held it in 13 quarters since.
Canal Capital Management's iShares 7-10 Year Treasury Bond ETF position peaked at $18.1M in Q4 2023.
1,136 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Canal Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.