Cary Street Partners Investment Advisory’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$2.01M Buy
21,300
+1,940
+10% +$184K 0.41% 59
2026
Q1
$1.85M Buy
19,360
+482
+3% +$46.4K 0.47% 55
2025
Q4
$1.82M Buy
18,878
+18,753
+15,002% +$1.81M 0.49% 54
2025
Q3
$12.1K Buy
125
+2
+2% +$191 0.01% 533
2025
Q2
$11.8K Sell
123
-17
-12% -$1.61K 0.01% 510
2025
Q1
$13.4K Buy
140
+14
+11% +$1.31K 0.01% 465
2024
Q4
$11.6K Sell
126
-8,296
-99% -$784K 0.01% 438
2024
Q3
$826K Sell
8,422
-303
-3% -$29.3K 0.03% 388
2024
Q2
$817K Sell
8,725
-401
-4% -$37.3K 0.03% 366
2024
Q1
$864K Buy
9,126
+158
+2% +$15K 0.04% 360
2023
Q4
$864K Sell
8,968
-781
-8% -$72.2K 0.04% 337
2023
Q3
$893K Buy
9,749
+630
+7% +$59.4K 0.05% 316
2023
Q2
$881K Buy
9,119
+1,766
+24% +$174K 0.06% 275
2023
Q1
$729K Sell
7,353
-422
-5% -$41.3K 0.05% 287
2022
Q4
$745K Sell
7,775
-313
-4% -$30.1K 0.05% 277
2022
Q3
$776K Buy
+8,088
New +$821K 0.06% 258
2020
Q4
Sell
-132
Closed -$16K 585
2020
Q3
$16K Buy
+132
New +$16.1K ﹤0.01% 689

Other funds holding IEF

Cary Street Partners Investment Advisory's IEF Position: Q2 2026 in Review

Cary Street Partners Investment Advisory increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 10% in Q2 2026, buying an estimated $184K and bringing the position to 21,300 shares worth $2.01M. The position accounts for 0.41% of the portfolio, ranked #59.

Cary Street Partners Investment Advisory first reported a position in IEF in Q3 2020 and has held it in 17 quarters since. 860 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

  • Cary Street Partners Investment Advisory held 21,300 shares of iShares 7-10 Year Treasury Bond ETF worth $2.01M as of Q2 2026.
  • Cary Street Partners Investment Advisory bought 1,940 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $184K.
  • iShares 7-10 Year Treasury Bond ETF made up 0.41% of Cary Street Partners Investment Advisory's portfolio in Q2 2026, its #59 holding.
  • Cary Street Partners Investment Advisory first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2020 and has held it in 17 quarters since.
  • 860 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.