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Concurrent Investment Advisors’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Concurrent Investment 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
2024
Q4 		– Sell
-1,000
Closed -$98.1K – 1170
2024
Q3 		$98.1K Buy
+1,000
New +$96.7K ﹤0.01% 1002

Other funds holding IEF

BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
PC
Peavine Capital Reno, Nevada $472M AUM 9.2% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AG
AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MSCM
McElhenny Sheffield Capital Management Dallas, Texas $404M AUM 19.8% 1-Year Est. Return

Concurrent Investment Advisors's IEF Position: Q2 2026 in Review

Concurrent Investment Advisors reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 26% in Q2 2026, selling an estimated $6.22M and leaving 187,958 shares worth $17.8M. The position accounts for 0.15% of the portfolio, ranked #145.

Concurrent Investment Advisors first reported a position in IEF in Q4 2023 and has held it in 11 quarters since. The position peaked at $24.2M in Q1 2026. 542 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

  • Concurrent Investment Advisors held 187,958 shares of iShares 7-10 Year Treasury Bond ETF worth $17.8M as of Q2 2026.
  • Concurrent Investment Advisors sold 65,754 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $6.22M.
  • iShares 7-10 Year Treasury Bond ETF made up 0.15% of Concurrent Investment Advisors's portfolio in Q2 2026, its #145 holding.
  • Concurrent Investment Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • Concurrent Investment Advisors's iShares 7-10 Year Treasury Bond ETF position peaked at $24.2M in Q1 2026.
  • 542 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.