Cascades Capital Asset Management’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Cascades Capital Asset Management’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	$1.48M	Sell	15,658 -937	-6%	-$88.7K	0.55%	39
2026 Q1	$1.58M	Buy	16,595 +1,809	+12%	+$174K	0.66%	31
2025 Q4	$1.42M	Buy	14,786 +4,653	+46%	+$450K	0.6%	34
2025 Q3	$977K	Buy	+10,133	New	+$969K	0.43%	45

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

Cascades Capital Asset Management's IEF Position: Q2 2026 in Review

Cascades Capital Asset Management reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 5.6% in Q2 2026, selling an estimated $88.7K and leaving 15,658 shares worth $1.48M. The position accounts for 0.55% of the portfolio, ranked #39.

Cascades Capital Asset Management first reported a position in IEF in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.58M in Q1 2026. 1,140 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Cascades Capital Asset Management held 15,658 shares of iShares 7-10 Year Treasury Bond ETF worth $1.48M as of Q2 2026.
Cascades Capital Asset Management sold 937 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $88.7K.
iShares 7-10 Year Treasury Bond ETF made up 0.55% of Cascades Capital Asset Management's portfolio in Q2 2026, its #39 holding.
Cascades Capital Asset Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2025 and has held it in 4 quarters since.
Cascades Capital Asset Management's iShares 7-10 Year Treasury Bond ETF position peaked at $1.58M in Q1 2026.
1,140 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Cascades Capital Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.