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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
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

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Raymond James Financial
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

CoreCap Advisors's IEF Position: Q2 2026 in Review

CoreCap Advisors reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 8.2% in Q2 2026, selling an estimated $24.3K and leaving 2,881 shares worth $272K. The position accounts for 0.01% of the portfolio, ranked #743.

CoreCap Advisors first reported a position in IEF in Q4 2021 and has held it in 17 quarters since. The position peaked at $5.01M in Q3 2024. 1,136 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

  • CoreCap Advisors held 2,881 shares of iShares 7-10 Year Treasury Bond ETF worth $272K as of Q2 2026.
  • CoreCap Advisors sold 257 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $24.3K.
  • iShares 7-10 Year Treasury Bond ETF made up 0.01% of CoreCap Advisors's portfolio in Q2 2026, its #743 holding.
  • CoreCap Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2021 and has held it in 17 quarters since.
  • CoreCap Advisors's iShares 7-10 Year Treasury Bond ETF position peaked at $5.01M in Q3 2024.
  • 1,136 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.