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 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

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

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 Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

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

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

AAG

Avalon Advisory Group Wexford, Pennsylvania $271M AUM 14.44% 1-Year Est. Return

Courier Capital's IEF Position: Q2 2026 in Review

Courier Capital increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 121% in Q2 2026, buying an estimated $6.35M and bringing the position to 122,550 shares worth $11.6M. The position accounts for 0.58% of the portfolio, ranked #37.

Courier Capital first reported a position in IEF in Q2 2018 and has held it in 6 quarters since. 511 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Courier Capital held 122,550 shares of iShares 7-10 Year Treasury Bond ETF worth $11.6M as of Q2 2026.
Courier Capital bought 67,112 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $6.35M.
iShares 7-10 Year Treasury Bond ETF made up 0.58% of Courier Capital's portfolio in Q2 2026, its #37 holding.
Courier Capital first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2018 and has held it in 6 quarters since.
511 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Courier Capital's 13F filing for Q2 2026, filed 16 Jul 2026.