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

Center For 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 Q1	$1.25M	Buy	13,079 +3,161	+32%	+$304K	0.62%	47
2025 Q4	$954K	Buy	+9,918	New	+$960K	0.5%	54
2022 Q2	–	Sell	-2,000	Closed	-$215K	–	126
2022 Q1	$215K	Buy	2,000 +180	+10%	+$20K	0.17%	117
2021 Q4	$209K	Buy	+1,820	New	+$209K	0.15%	116
2021 Q2	–	Sell	-2,480	Closed	-$280K	–	100
2021 Q1	$280K	Buy	2,480 +330	+15%	+$38.4K	0.27%	65
2020 Q4	$258K	Buy	+2,150	New	+$259K	0.26%	67

Other funds holding IEF

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

Center For Asset Management's IEF Position: Q1 2026 in Review

Center For Asset Management increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 32% in Q1 2026, buying an estimated $304K and bringing the position to 13,079 shares worth $1.25M. The position accounts for 0.62% of the portfolio, ranked #47.

Center For Asset Management first reported a position in IEF in Q4 2020 and has held it in 6 quarters since. 1,114 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

Center For Asset Management held 13,079 shares of iShares 7-10 Year Treasury Bond ETF worth $1.25M as of Q1 2026.
Center For Asset Management bought 3,161 iShares 7-10 Year Treasury Bond ETF shares in Q1 2026, an estimated $304K.
iShares 7-10 Year Treasury Bond ETF made up 0.62% of Center For Asset Management's portfolio in Q1 2026, its #47 holding.
Center For Asset Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2020 and has held it in 6 quarters since.
1,114 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2026.

Based on Center For Asset Management's 13F filing for Q1 2026, filed 16 Apr 2026.