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Capital Insight Partners’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Capital Insight Partners’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
Q1 		– Sell
-54,845
Closed -$5.27M – 48
2025
Q4 		$5.27M Sell
54,845
-6,462
-11% -$625K 1.12% 29
2025
Q3 		$5.91M Sell
61,307
-601
-1% -$57.5K 0.98% 31
2025
Q2 		$5.93M Buy
+61,908
New +$5.85M 1.03% 30

Other funds holding IEF

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

Capital Insight Partners's IEF Position: Q1 2026 in Review

Capital Insight Partners sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q1 2026, closing a stake of 54,845 shares — an estimated $5.27M sold.

Capital Insight Partners first reported a position in IEF in Q2 2025 and held it in 3 quarters. The position peaked at $5.93M in Q2 2025. 1,114 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

  • Capital Insight Partners reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Capital Insight Partners sold 54,845 iShares 7-10 Year Treasury Bond ETF shares in Q1 2026, an estimated $5.27M.
  • Capital Insight Partners first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2025 and held it in 3 quarters.
  • Capital Insight Partners's iShares 7-10 Year Treasury Bond ETF position peaked at $5.93M in Q2 2025.
  • 1,114 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2026.

Based on Capital Insight Partners's 13F filing for Q1 2026.