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

Capital Investment Advisory Services’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	$1.65M	Buy	17,422 +1,655	+10%	+$157K	0.1%	213
2026 Q1	$1.5M	Buy	15,767 +648	+4%	+$62.3K	0.11%	188
2025 Q4	$1.45M	Sell	15,119 -101	-0.7%	-$9.77K	0.1%	196
2025 Q3	$1.47M	Sell	15,220 -418	-3%	-$40K	0.12%	182
2025 Q2	$1.5M	Sell	15,638 -2,255	-13%	-$213K	0.12%	172
2025 Q1	$1.71M	Buy	17,893 +4,631	+35%	+$433K	0.15%	153
2024 Q4	$1.23M	Sell	13,262 -116	-0.9%	-$11K	0.12%	168
2024 Q3	$1.31M	Buy	13,378 +60	+0.5%	+$5.8K	0.12%	166
2024 Q2	$1.25M	Sell	13,318 -15,339	-54%	-$1.43M	0.13%	162
2024 Q1	$2.71M	Sell	28,657 -17,421	-38%	-$1.65M	0.29%	82
2023 Q4	$4.44M	Sell	46,078 -18,072	-28%	-$1.67M	0.41%	42
2023 Q3	$5.88M	Sell	64,150 -284	-0.4%	-$26.8K	0.58%	27
2023 Q2	$6.22M	Sell	64,434 -1,425	-2%	-$140K	0.62%	25
2023 Q1	$6.53M	Sell	65,859 -955	-1%	-$93.4K	0.77%	24
2022 Q4	$6.4M	Sell	66,814 -38,228	-36%	-$3.67M	0.76%	23
2022 Q3	$10.1M	Buy	105,042 +483	+0.5%	+$49K	1.31%	13
2022 Q2	$10.7M	Sell	104,559 -7,004	-6%	-$719K	1.3%	13
2022 Q1	$12M	Buy	111,563 +109,317	+4,867%	+$12.1M	1.31%	11
2021 Q4	$258K	Sell	2,246 -81	-3%	-$9.31K	0.03%	407
2021 Q3	$268K	Sell	2,327 -315	-12%	-$36.8K	0.03%	386
2021 Q2	$305K	Sell	2,642 -101	-4%	-$11.6K	0.04%	369
2021 Q1	$310K	Buy	2,743 +81	+3%	+$9.44K	0.04%	328
2020 Q4	$319K	Buy	2,662 +900	+51%	+$108K	0.05%	322
2020 Q3	$215K	Sell	1,762 -969	-35%	-$118K	0.04%	338
2020 Q2	$333K	Sell	2,731 -354	-11%	-$43K	0.07%	234
2020 Q1	$375K	Sell	3,085 -2,007	-39%	-$231K	0.09%	200
2019 Q4	$561K	Sell	5,092 -2,969	-37%	-$331K	0.15%	151
2019 Q3	$907K	Sell	8,061 -16,350	-67%	-$1.82M	0.25%	81
2019 Q2	$2.68M	Sell	24,411 -48,684	-67%	-$5.22M	0.81%	17
2019 Q1	$7.8M	Buy	73,095 +3,544	+5%	+$371K	2.9%	5
2018 Q4	$7.25M	Buy	69,551 +62,898	+945%	+$6.37M	3.1%	3
2018 Q3	$673K	Sell	6,653 -1,071	-14%	-$109K	0.32%	82
2018 Q2	$792K	Sell	7,724 -3,826	-33%	-$390K	0.4%	62
2018 Q1	$1.19M	Buy	11,550 +4,595	+66%	+$473K	0.67%	33
2017 Q4	$734K	Buy	6,955 +40	+0.6%	+$4.24K	0.43%	56
2017 Q3	$737K	Sell	6,915 -872	-11%	-$93.4K	0.45%	54
2017 Q2	$830K	Sell	7,787 -59	-0.8%	-$6.3K	0.55%	44
2017 Q1	$828K	Sell	7,846 -310	-4%	-$32.6K	0.61%	42
2016 Q4	$855K	Buy	+8,156	New	+$876K	0.74%	31

Other funds holding IEF

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

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

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MSCM

McElhenny Sheffield Capital Management Dallas, Texas $404M AUM 19.8% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

MATAURO New York $756M AUM 20.74% 1-Year Est. Return

CIM

CenturyLink Investment Management Denver, Colorado $129M AUM 11.15% 1-Year Est. Return

Capital Investment Advisory Services's IEF Position: Q2 2026 in Review

Capital Investment Advisory Services increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 10% in Q2 2026, buying an estimated $157K and bringing the position to 17,422 shares worth $1.65M. The position accounts for 0.1% of the portfolio, ranked #213.

Capital Investment Advisory Services first reported a position in IEF in Q4 2016 and has held it in 39 quarters since. The position peaked at $12M in Q1 2022. 335 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Capital Investment Advisory Services held 17,422 shares of iShares 7-10 Year Treasury Bond ETF worth $1.65M as of Q2 2026.
Capital Investment Advisory Services bought 1,655 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $157K.
iShares 7-10 Year Treasury Bond ETF made up 0.1% of Capital Investment Advisory Services's portfolio in Q2 2026, its #213 holding.
Capital Investment Advisory Services first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2016 and has held it in 39 quarters since.
Capital Investment Advisory Services's iShares 7-10 Year Treasury Bond ETF position peaked at $12M in Q1 2022.
335 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Capital Investment Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.