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

Capital Investment Advisors’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 		$434K Buy
4,545
+155
+4% +$14.9K 0.01% 519
2025
Q4 		$422K Sell
4,390
-2,152
-33% -$208K 0.01% 511
2025
Q3 		$631K Buy
+6,542
New +$626K 0.01% 426
2023
Q4 		– Sell
-3,178
Closed -$291K – 637
2023
Q3 		$291K Hold
3,178
– – 0.01% 456
2023
Q2 		$307K Buy
+3,178
New +$312K 0.01% 426

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 $9.54B AUM 19.86% 1-Year Est. Return

Capital Investment Advisors's IEF Position: Q1 2026 in Review

Capital Investment Advisors increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 3.5% in Q1 2026, buying an estimated $14.9K and bringing the position to 4,545 shares worth $434K. The position accounts for 0.01% of the portfolio, ranked #519.

Capital Investment Advisors first reported a position in IEF in Q2 2023 and has held it in 5 quarters since. The position peaked at $631K in Q3 2025. 1,115 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

  • Capital Investment Advisors held 4,545 shares of iShares 7-10 Year Treasury Bond ETF worth $434K as of Q1 2026.
  • Capital Investment Advisors bought 155 iShares 7-10 Year Treasury Bond ETF shares in Q1 2026, an estimated $14.9K.
  • iShares 7-10 Year Treasury Bond ETF made up 0.01% of Capital Investment Advisors's portfolio in Q1 2026, its #519 holding.
  • Capital Investment Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2023 and has held it in 5 quarters since.
  • Capital Investment Advisors's iShares 7-10 Year Treasury Bond ETF position peaked at $631K in Q3 2025.
  • 1,115 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2026.

Based on Capital Investment Advisors's 13F filing for Q1 2026, filed 16 Apr 2026.