CICC
IEF icon

Capital Investment Counsel (Colorado)’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Capital Investment Counsel (Colorado)’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 		– Sell
-2,377
Closed -$227K – 160
2026
Q1 		$227K Sell
2,377
-118
-5% -$11.4K 0.03% 142
2025
Q4 		$240K Sell
2,495
-1,979
-44% -$191K 0.03% 135
2025
Q3 		$432K Sell
4,474
-3,292
-42% -$315K 0.06% 107
2025
Q2 		$744K Buy
+7,766
New +$734K 0.12% 100

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 Investment Counsel (Colorado)'s IEF Position: Q2 2026 in Review

Capital Investment Counsel (Colorado) sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q2 2026, closing a stake of 2,377 shares — an estimated $227K sold.

Capital Investment Counsel (Colorado) first reported a position in IEF in Q2 2025 and held it in 4 quarters. The position peaked at $744K in Q2 2025. 755 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

  • Capital Investment Counsel (Colorado) reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Capital Investment Counsel (Colorado) sold 2,377 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $227K.
  • Capital Investment Counsel (Colorado) first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2025 and held it in 4 quarters.
  • Capital Investment Counsel (Colorado)'s iShares 7-10 Year Treasury Bond ETF position peaked at $744K in Q2 2025.
  • 755 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Capital Investment Counsel (Colorado)'s 13F filing for Q2 2026, filed 15 Jul 2026.