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Cape Investment Advisory’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Cape Investment Advisory’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 		$33.8K Buy
+357
New +$33.8K 0.01% 597
2026
Q1 		– Sell
-475
Closed -$45.7K – 654
2025
Q4 		$45.7K Sell
475
-577
-55% -$55.8K 0.01% 435
2025
Q3 		$101K Sell
1,052
-442
-30% -$42.3K 0.1% 163
2025
Q2 		$143K Sell
1,494
-924
-38% -$87.4K 0.05% 219
2025
Q1 		$231K Sell
2,418
-525
-18% -$49.1K 0.09% 163
2024
Q4 		$272K Buy
2,943
+239
+9% +$22.6K 0.11% 144
2024
Q3 		$265K Sell
2,704
-79
-3% -$7.64K 0.11% 138
2024
Q2 		$261K Buy
2,783
+388
+16% +$36K 0.12% 125
2024
Q1 		$227K Sell
2,395
-194
-7% -$18.4K 0.11% 136
2023
Q4 		$250K Buy
2,589
+164
+7% +$15.2K 0.12% 124
2023
Q3 		$222K Sell
2,425
-826
-25% -$77.9K 0.13% 120
2023
Q2 		$314K Buy
3,251
+2,999
+1,190% +$295K 0.18% 97
2023
Q1 		$25K Buy
+252
New +$24.6K 0.02% 389

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

Cape Investment Advisory's IEF Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in iShares 7-10 Year Treasury Bond ETF (IEF) in Q2 2026: 357 shares worth $33.8K. The stake represents 0.01% of the portfolio and ranks #597 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in IEF as recently as Q4 2025.

Cape Investment Advisory first reported a position in IEF in Q1 2023 and has held it in 13 quarters since. The position peaked at $314K in Q2 2023. 1,136 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

  • Cape Investment Advisory held 357 shares of iShares 7-10 Year Treasury Bond ETF worth $33.8K as of Q2 2026.
  • iShares 7-10 Year Treasury Bond ETF was a new Cape Investment Advisory position in Q2 2026.
  • iShares 7-10 Year Treasury Bond ETF made up 0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #597 holding.
  • Cape Investment Advisory first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2023 and has held it in 13 quarters since.
  • Cape Investment Advisory's iShares 7-10 Year Treasury Bond ETF position peaked at $314K in Q2 2023.
  • 1,136 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.