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Centaurus Financial’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Centaurus Financial’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
Q1 		$153K Buy
1,607
+33
+2% +$3.17K 0.01% 908
2025
Q4 		$151K Buy
+1,574
New +$152K 0.01% 898
2025
Q3 		– Sell
-11,063
Closed -$1.06M – 1053
2025
Q2 		$1.06M Buy
11,063
+9,799
+775% +$927K 0.06% 289
2025
Q1 		$121K Sell
1,264
-14,998
-92% -$1.4M 0.01% 832
2024
Q4 		$1.5M Sell
16,262
-131
-0.8% -$12.4K 0.09% 207
2024
Q3 		$1.61M Buy
+16,393
New +$1.58M 0.1% 187
2023
Q3 		– Sell
-6,643
Closed -$642K – 773
2023
Q2 		$642K Buy
+6,643
New +$653K 0.06% 310
2023
Q1 		– Sell
-7,112
Closed -$681K – 924
2022
Q4 		$681K Sell
7,112
-8,861
-55% -$851K 0.06% 299
2022
Q3 		$1.53M Sell
15,973
-2,634
-14% -$267K 0.15% 165
2022
Q2 		$1.9M Sell
18,607
-2,173
-10% -$223K 0.19% 140
2022
Q1 		$2.23M Sell
20,780
-18,788
-47% -$2.09M 0.18% 151
2021
Q4 		$4.55M Buy
39,568
+25,260
+177% +$2.9M 0.34% 69
2021
Q3 		$1.65M Buy
14,308
+243
+2% +$28.4K 0.14% 183
2021
Q2 		$1.62M Sell
14,065
-1,274
-8% -$146K 0.14% 185
2021
Q1 		$1.73M Sell
15,339
-1,378
-8% -$161K 0.17% 152
2020
Q4 		$2M Buy
16,717
+12,238
+273% +$1.47M 0.21% 112
2020
Q3 		$546K Sell
4,479
-1,879
-30% -$229K 0.08% 263
2020
Q2 		$775K Sell
6,358
-12,330
-66% -$1.5M 0.11% 209
2020
Q1 		$2.27M Buy
+18,688
New +$2.15M 0.45% 56
2018
Q3 		– Sell
-585
Closed -$60K – 1231
2018
Q2 		$60K Buy
+585
New +$59.6K 0.01% 876

Other funds holding IEF

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Centaurus Financial's IEF Position: Q1 2026 in Review

Centaurus Financial increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 2.1% in Q1 2026, buying an estimated $3.17K and bringing the position to 1,607 shares worth $153K. The position accounts for 0.01% of the portfolio, ranked #908.

Centaurus Financial first reported a position in IEF in Q2 2018 and has held it in 20 quarters since. The position peaked at $4.55M in Q4 2021. 1,115 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

  • Centaurus Financial held 1,607 shares of iShares 7-10 Year Treasury Bond ETF worth $153K as of Q1 2026.
  • Centaurus Financial bought 33 iShares 7-10 Year Treasury Bond ETF shares in Q1 2026, an estimated $3.17K.
  • iShares 7-10 Year Treasury Bond ETF made up 0.01% of Centaurus Financial's portfolio in Q1 2026, its #908 holding.
  • Centaurus Financial first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2018 and has held it in 20 quarters since.
  • Centaurus Financial's iShares 7-10 Year Treasury Bond ETF position peaked at $4.55M in Q4 2021.
  • 1,115 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2026.

Based on Centaurus Financial's 13F filing for Q1 2026, filed 18 May 2026.