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

Carrera Capital 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 Q2	$255K	Buy	2,693 +19	+0.7%	+$1.8K	0.04%	174
2026 Q1	$255K	Sell	2,674 -1,627	-38%	-$157K	0.04%	158
2025 Q4	$414K	Sell	4,301 -272	-6%	-$26.3K	0.07%	109
2025 Q3	$441K	Buy	4,573 +741	+19%	+$70.8K	0.08%	97
2025 Q2	$367K	Sell	3,832 -320	-8%	-$30.3K	0.07%	106
2025 Q1	$396K	Sell	4,152 -78	-2%	-$7.3K	0.09%	117
2024 Q4	$391K	Buy	4,230 +39	+0.9%	+$3.69K	0.09%	105
2024 Q3	$411K	Sell	4,191 -1,234	-23%	-$119K	0.1%	81
2024 Q2	$508K	Buy	+5,425	New	+$504K	0.17%	59

Other funds holding IEF

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

BTI

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

Carrera Capital Advisors's IEF Position: Q2 2026 in Review

Carrera Capital Advisors increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 0.71% in Q2 2026, buying an estimated $1.8K and bringing the position to 2,693 shares worth $255K. The position accounts for 0.04% of the portfolio, ranked #174.

Carrera Capital Advisors first reported a position in IEF in Q2 2024 and has held it in 9 quarters since. The position peaked at $508K in Q2 2024. 1,136 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Carrera Capital Advisors held 2,693 shares of iShares 7-10 Year Treasury Bond ETF worth $255K as of Q2 2026.
Carrera Capital Advisors bought 19 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $1.8K.
iShares 7-10 Year Treasury Bond ETF made up 0.04% of Carrera Capital Advisors's portfolio in Q2 2026, its #174 holding.
Carrera Capital Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2024 and has held it in 9 quarters since.
Carrera Capital Advisors's iShares 7-10 Year Treasury Bond ETF position peaked at $508K in Q2 2024.
1,136 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Carrera Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.