CA
IEF icon

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

CoreCap 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
2026
Q3 		$718K Buy
8,040
+5,159
+179% +$477K 0.02% 464
2026
Q2 		$272K Sell
2,881
-257
-8% -$24.3K 0.01% 743
2026
Q1 		$300K Sell
3,138
-4,501
-59% -$433K 0.01% 654
2025
Q4 		$735K Sell
7,639
-5,856
-43% -$567K 0.03% 438
2025
Q3 		$1.3M Buy
13,495
+10,701
+383% +$1.02M 0.05% 316
2025
Q2 		$268K Sell
2,794
-1,612
-37% -$152K 0.01% 661
2025
Q1 		$420K Buy
4,406
+293
+7% +$27.4K 0.02% 510
2024
Q4 		$380K Sell
4,113
-46,914
-92% -$4.43M 0.02% 527
2024
Q3 		$5.01M Buy
+51,027
New +$4.93M 0.24% 77
2024
Q2 		– Sell
-4,974
Closed -$471K – 2054
2024
Q1 		$471K Buy
4,974
+1,912
+62% +$181K 0.02% 410
2023
Q4 		$295K Sell
3,062
-28,760
-90% -$2.66M 0.02% 462
2023
Q3 		$2.91M Buy
31,822
+18,433
+138% +$1.74M 0.21% 96
2023
Q2 		$1.29M Buy
+13,389
New +$1.32M 0.09% 210
2022
Q4 		$1.48M Sell
15,444
-6,780
-31% -$651K 0.11% 183
2022
Q3 		$2.13M Buy
22,224
+811
+4% +$82.3K 0.18% 103
2022
Q2 		$2.19M Sell
21,413
-9,451
-31% -$970K 0.17% 98
2022
Q1 		$3.32M Sell
30,864
-8,848
-22% -$982K 0.23% 80
2021
Q4 		$4.57M Buy
+39,712
New +$4.56M 0.3% 61

Other funds holding IEF

EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
BWL
Beacon Wealthcare LLC Raleigh, North Carolina $315M AUM 8.23% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return
IIM
Invariant Investment Management Camp Hill, Pennsylvania $173M AUM 8.78% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
SCP
Silverleafe Capital Partners Germantown, Tennessee $351M AUM 24.63% 1-Year Est. Return
SFG
Strategic Financial Group Grand Haven, Michigan $103M AUM
PWM
Pacific Wealth Management San Diego, California $227M AUM 24.81% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

CoreCap Advisors's IEF Position: Q3 2026 in Review

CoreCap Advisors increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 179% in Q3 2026, buying an estimated $477K and bringing the position to 8,040 shares worth $718K. The position accounts for 0.02% of the portfolio, ranked #464.

CoreCap Advisors first reported a position in IEF in Q4 2021 and has held it in 18 quarters since. The position peaked at $5.01M in Q3 2024. 56 funds tracked by Wall St. Rank hold IEF as of Q3 2026.

  • CoreCap Advisors held 8,040 shares of iShares 7-10 Year Treasury Bond ETF worth $718K as of Q3 2026.
  • CoreCap Advisors bought 5,159 iShares 7-10 Year Treasury Bond ETF shares in Q3 2026, an estimated $477K.
  • iShares 7-10 Year Treasury Bond ETF made up 0.02% of CoreCap Advisors's portfolio in Q3 2026, its #464 holding.
  • CoreCap Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2021 and has held it in 18 quarters since.
  • CoreCap Advisors's iShares 7-10 Year Treasury Bond ETF position peaked at $5.01M in Q3 2024.
  • 56 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.