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CPR Investments’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

CPR Investments’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 		– Sell
-35,154
Closed -$3.36M – 59
2026
Q1 		$3.36M Buy
35,154
+23,748
+208% +$2.28M 2.24% 14
2025
Q4 		$1.1M Sell
11,406
-31,412
-73% -$3.04M 0.74% 24
2025
Q3 		$4.13M Buy
42,818
+8,169
+24% +$781K 2.84% 12
2025
Q2 		$3.32M Buy
34,649
+13,168
+61% +$1.25M 2.58% 13
2025
Q1 		$2.05M Buy
+21,481
New +$2.01M 1.82% 17

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
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
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
GG
Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
M
MATAURO New York $756M AUM 20.74% 1-Year Est. Return

CPR Investments's IEF Position: Q2 2026 in Review

CPR Investments sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q2 2026, closing a stake of 35,154 shares — an estimated $3.36M sold.

CPR Investments first reported a position in IEF in Q1 2025 and held it in 5 quarters. The position peaked at $4.13M in Q3 2025. 372 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

  • CPR Investments reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
  • CPR Investments sold 35,154 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $3.36M.
  • CPR Investments first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2025 and held it in 5 quarters.
  • CPR Investments's iShares 7-10 Year Treasury Bond ETF position peaked at $4.13M in Q3 2025.
  • 372 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on CPR Investments's 13F filing for Q2 2026, filed 15 Jul 2026.