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 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

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

Capital Advisors Wealth Management's IEF Position: Q2 2026 in Review

Capital Advisors Wealth Management increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 10% in Q2 2026, buying an estimated $414K and bringing the position to 46,752 shares worth $4.42M. The position accounts for 0.52% of the portfolio, ranked #44.

Capital Advisors Wealth Management first reported a position in IEF in Q1 2021 and has held it in 11 quarters since. The position peaked at $6.66M in Q2 2025. 1,136 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Capital Advisors Wealth Management held 46,752 shares of iShares 7-10 Year Treasury Bond ETF worth $4.42M as of Q2 2026.
Capital Advisors Wealth Management bought 4,371 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $414K.
iShares 7-10 Year Treasury Bond ETF made up 0.52% of Capital Advisors Wealth Management's portfolio in Q2 2026, its #44 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 11 quarters since.
Capital Advisors Wealth Management's iShares 7-10 Year Treasury Bond ETF position peaked at $6.66M in Q2 2025.
1,136 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Capital Advisors Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.