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Capital Analysts LLC’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Capital Analysts LLC’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 		$3.01M Sell
31,804
-854
-3% -$80.8K 0.07% 218
2026
Q1 		$3.12M Sell
32,658
-2,712
-8% -$261K 0.08% 201
2025
Q4 		$3.4M Sell
35,370
-3,236
-8% -$313K 0.09% 183
2025
Q3 		$3.72M Sell
38,606
-3,505
-8% -$335K 0.11% 166
2025
Q2 		$4.03M Buy
42,111
+4,022
+11% +$380K 0.13% 137
2025
Q1 		$3.63M Buy
38,089
+2,735
+8% +$256K 0.14% 139
2024
Q4 		$3.27M Buy
35,354
+423
+1% +$40K 0.13% 132
2024
Q3 		$3.43M Buy
34,931
+1,385
+4% +$134K 0.14% 127
2024
Q2 		$3.14M Buy
33,546
+1,335
+4% +$124K 0.14% 131
2024
Q1 		$3.05M Buy
32,211
+3,438
+12% +$326K 0.14% 126
2023
Q4 		$2.77M Buy
28,773
+2,125
+8% +$197K 0.14% 124
2023
Q3 		$2.44M Buy
26,648
+4,675
+21% +$441K 0.14% 128
2023
Q2 		$2.12M Sell
21,973
-112,086
-84% -$11M 0.12% 152
2023
Q1 		$13.3M Buy
134,059
+117,784
+724% +$11.5M 0.76% 23
2022
Q4 		$1.56M Buy
16,275
+1,382
+9% +$133K 0.1% 182
2022
Q3 		$1.43M Buy
14,893
+831
+6% +$84.3K 0.1% 181
2022
Q2 		$1.44M Buy
14,062
+283
+2% +$29K 0.1% 180
2022
Q1 		$1.48M Sell
13,779
-99,006
-88% -$11M 0.09% 183
2021
Q4 		$13M Buy
112,785
+5,245
+5% +$603K 0.79% 20
2021
Q3 		$12.4M Buy
107,540
+5,436
+5% +$636K 0.81% 19
2021
Q2 		$11.8M Sell
102,104
-39,952
-28% -$4.57M 0.79% 18
2021
Q1 		$16M Buy
142,056
+2,270
+2% +$264K 1.11% 17
2020
Q4 		$16.8M Buy
139,786
+2,582
+2% +$311K 1.47% 15
2020
Q3 		$16.7M Buy
137,204
+7,580
+6% +$925K 1.59% 12
2020
Q2 		$15.8M Sell
129,624
-1,586
-1% -$193K 1.66% 12
2020
Q1 		$15.9M Sell
131,210
-2,753
-2% -$317K 1.96% 11
2019
Q4 		$14.8M Buy
133,963
+1,482
+1% +$165K 1.46% 12
2019
Q3 		$14.9M Buy
+132,481
New +$14.8M 1.57% 12
2018
Q3 		– Sell
-5
Closed -$1K – 584
2018
Q2 		$1K Hold
5
– – ﹤0.01% 557
2018
Q1 		$1K Buy
+5
New +$515 ﹤0.01% 545
2016
Q4 		– Sell
-5
Closed -$559 – 369
2016
Q3 		$559 Buy
+5
New +$560 ﹤0.01% 381

Other funds holding IEF

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PC
Peavine Capital Reno, Nevada $472M AUM 9.2% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Capital Analysts LLC's IEF Position: Q2 2026 in Review

Capital Analysts LLC reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 2.6% in Q2 2026, selling an estimated $80.8K and leaving 31,804 shares worth $3.01M. The position accounts for 0.07% of the portfolio, ranked #218.

Capital Analysts LLC first reported a position in IEF in Q3 2016 and has held it in 31 quarters since. The position peaked at $16.8M in Q4 2020. 755 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

  • Capital Analysts LLC held 31,804 shares of iShares 7-10 Year Treasury Bond ETF worth $3.01M as of Q2 2026.
  • Capital Analysts LLC sold 854 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $80.8K.
  • iShares 7-10 Year Treasury Bond ETF made up 0.07% of Capital Analysts LLC's portfolio in Q2 2026, its #218 holding.
  • Capital Analysts LLC first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2016 and has held it in 31 quarters since.
  • Capital Analysts LLC's iShares 7-10 Year Treasury Bond ETF position peaked at $16.8M in Q4 2020.
  • 755 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.