Courier Capital’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Courier Capital’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	$13.7M	Buy	153,951 +31,401	+26%	+$2.91M	0.68%	32
2026 Q2	$11.6M	Buy	122,550 +67,112	+121%	+$6.35M	0.58%	37
2026 Q1	$5.29M	Buy	55,438 +15,877	+40%	+$1.53M	0.3%	84
2025 Q4	$3.8M	Buy	39,561 +33,579	+561%	+$3.25M	0.21%	108
2025 Q3	$577K	Sell	5,982 -258	-4%	-$24.7K	0.03%	266
2025 Q2	$598K	Buy	+6,240	New	+$590K	0.04%	258
2018 Q3	–	Sell	-8,265	Closed	-$847K	–	298
2018 Q2	$847K	Buy	+8,265	New	+$842K	0.11%	136

Other funds holding IEF

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

AIA Group Hong Kong $8.11B AUM 23.7% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Wealthcare Capital Management Richmond, Virginia $911M AUM 7.69% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $9.8B AUM 2.94% 1-Year Est. Return

AAG

Avalon Advisory Group Wexford, Pennsylvania $266M AUM 7.19% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return

Courier Capital's IEF Position: Q3 2026 in Review

Courier Capital increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 26% in Q3 2026, buying an estimated $2.91M and bringing the position to 153,951 shares worth $13.7M. The position accounts for 0.68% of the portfolio, ranked #32.

Courier Capital first reported a position in IEF in Q2 2018 and has held it in 7 quarters since. 464 funds tracked by Wall St. Rank hold IEF as of Q3 2026.

Courier Capital held 153,951 shares of iShares 7-10 Year Treasury Bond ETF worth $13.7M as of Q3 2026.
Courier Capital bought 31,401 iShares 7-10 Year Treasury Bond ETF shares in Q3 2026, an estimated $2.91M.
iShares 7-10 Year Treasury Bond ETF made up 0.68% of Courier Capital's portfolio in Q3 2026, its #32 holding.
Courier Capital first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2018 and has held it in 7 quarters since.
464 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2026.

Based on Courier Capital's 13F filing for Q3 2026, filed 13 Oct 2026.