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

Capital Investment Counsel Inc’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 		$27.9K Sell
295
-30
-9% -$2.84K ﹤0.01% 244
2026
Q1 		$31K Hold
325
– – ﹤0.01% 236
2025
Q4 		$31.2K Buy
+325
New +$31.4K ﹤0.01% 238
2025
Q3 		– Sell
-266
Closed -$25.5K – 214
2025
Q2 		$25.5K Hold
266
– – ﹤0.01% 234
2025
Q1 		$25.4K Hold
266
– – ﹤0.01% 228
2024
Q4 		$24.6K Hold
266
– – ﹤0.01% 228
2024
Q3 		$26.1K Hold
266
– – ﹤0.01% 210
2024
Q2 		$24.9K Buy
+266
New +$24.7K ﹤0.01% 211

Other funds holding IEF

BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 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
AG
AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
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

Capital Investment Counsel Inc's IEF Position: Q2 2026 in Review

Capital Investment Counsel Inc reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 9.2% in Q2 2026, selling an estimated $2.84K and leaving 295 shares worth $27.9K. The position accounts for ﹤0.01% of the portfolio, ranked #244.

Capital Investment Counsel Inc first reported a position in IEF in Q2 2024 and has held it in 8 quarters since. The position peaked at $31.2K in Q4 2025. 542 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

  • Capital Investment Counsel Inc held 295 shares of iShares 7-10 Year Treasury Bond ETF worth $27.9K as of Q2 2026.
  • Capital Investment Counsel Inc sold 30 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $2.84K.
  • iShares 7-10 Year Treasury Bond ETF made up ﹤0.01% of Capital Investment Counsel Inc's portfolio in Q2 2026, its #244 holding.
  • Capital Investment Counsel Inc first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2024 and has held it in 8 quarters since.
  • Capital Investment Counsel Inc's iShares 7-10 Year Treasury Bond ETF position peaked at $31.2K in Q4 2025.
  • 542 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Capital Investment Counsel Inc's 13F filing for Q2 2026, filed 27 Jul 2026.