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

Capital Square’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 Q3	$224K	Buy	+2,507	New	+$232K	0.1%	218

Other funds holding IEF

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

Wealthcare Capital Management Richmond, Virginia $911M AUM 7.69% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

AAG

Avalon Advisory Group Wexford, Pennsylvania $266M AUM 7.19% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

CenturyLink Investment Management Denver, Colorado $126M AUM 0.66% 1-Year Est. Return

Raub Brock Capital Management Larkspur, California $326M AUM 6.45% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

Capital Square's IEF Position: Q3 2026 in Review

Capital Square opened a new position in iShares 7-10 Year Treasury Bond ETF (IEF) in Q3 2026: 2,507 shares worth $224K. The stake represents 0.1% of the portfolio and ranks #218 among its holdings.

267 funds tracked by Wall St. Rank hold IEF as of Q3 2026.

Capital Square held 2,507 shares of iShares 7-10 Year Treasury Bond ETF worth $224K as of Q3 2026.
iShares 7-10 Year Treasury Bond ETF was a new Capital Square position in Q3 2026.
iShares 7-10 Year Treasury Bond ETF made up 0.1% of Capital Square's portfolio in Q3 2026, its #218 holding.
267 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2026.

Based on Capital Square's 13F filing for Q3 2026, filed 19 Oct 2026.