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

Capital Advisors Wealth 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 Q3	$4.07M	Sell	45,581 -1,171	-3%	-$108K	0.46%	48
2026 Q2	$4.42M	Buy	46,752 +4,371	+10%	+$414K	0.52%	44
2026 Q1	$4.04M	Sell	42,381 -3,344	-7%	-$322K	0.54%	42
2025 Q4	$4.4M	Sell	45,725 -9	-0%	-$871	0.6%	42
2025 Q3	$4.41M	Sell	45,734 -23,780	-34%	-$2.27M	0.63%	41
2025 Q2	$6.66M	Buy	69,514 +66,733	+2,400%	+$6.31M	1.05%	22
2025 Q1	$265K	Sell	2,781 -236	-8%	-$22.1K	0.05%	149
2024 Q4	$279K	Buy	+3,017	New	+$285K	0.05%	138
2023 Q4	–	Sell	-7,177	Closed	-$657K	–	152
2023 Q3	$657K	Sell	7,177 -2,842	-28%	-$268K	0.17%	68
2023 Q2	$968K	Sell	10,019 -500	-5%	-$49.2K	0.25%	56
2023 Q1	$1.04M	Buy	+10,519	New	+$1.03M	0.29%	55
2021 Q2	–	Sell	-2,471	Closed	-$279K	–	95
2021 Q1	$279K	Buy	+2,471	New	+$288K	0.12%	75

Other funds holding IEF

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

BWL

Beacon Wealthcare LLC Raleigh, North Carolina $315M AUM 8.23% 1-Year Est. Return

FFBTD

First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return

IIM

Invariant Investment Management Camp Hill, Pennsylvania $173M AUM 8.78% 1-Year Est. Return

TAM

Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

SCP

Silverleafe Capital Partners Germantown, Tennessee $351M AUM 24.63% 1-Year Est. Return

SFG

Strategic Financial Group Grand Haven, Michigan $103M AUM

PWM

Pacific Wealth Management San Diego, California $227M AUM 24.81% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

Capital Advisors Wealth Management's IEF Position: Q3 2026 in Review

Capital Advisors Wealth Management reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 2.5% in Q3 2026, selling an estimated $108K and leaving 45,581 shares worth $4.07M. The position accounts for 0.46% of the portfolio, ranked #48.

Capital Advisors Wealth Management first reported a position in IEF in Q1 2021 and has held it in 12 quarters since. The position peaked at $6.66M in Q2 2025. 62 funds tracked by Wall St. Rank hold IEF as of Q3 2026.

Capital Advisors Wealth Management held 45,581 shares of iShares 7-10 Year Treasury Bond ETF worth $4.07M as of Q3 2026.
Capital Advisors Wealth Management sold 1,171 iShares 7-10 Year Treasury Bond ETF shares in Q3 2026, an estimated $108K.
iShares 7-10 Year Treasury Bond ETF made up 0.46% of Capital Advisors Wealth Management's portfolio in Q3 2026, its #48 holding.
Capital Advisors Wealth Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2021 and has held it in 12 quarters since.
Capital Advisors Wealth Management's iShares 7-10 Year Treasury Bond ETF position peaked at $6.66M in Q2 2025.
62 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2026.

Based on Capital Advisors Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.