CX Institutional’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

CX Institutional’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	$32K	Sell	343 -108	-24%	-$10.2K	﹤0.01%	1055
2026 Q1	$43K	Sell	451 -1,066	-70%	-$103K	﹤0.01%	998
2025 Q4	$146K	Buy	1,517 +914	+152%	+$88.4K	﹤0.01%	783
2025 Q3	$58K	Buy	603 +504	+509%	+$48.2K	﹤0.01%	912
2025 Q2	$9K	Hold	99	–	–	﹤0.01%	1052
2025 Q1	$9K	Buy	+99	New	+$9.26K	﹤0.01%	1022
2023 Q4	–	Sell	-19,501	Closed	-$1.79M	–	550
2023 Q3	$1.79M	Hold	19,501	–	–	0.1%	199
2023 Q2	$1.88M	Sell	19,501 -583	-3%	-$57.3K	0.1%	217
2023 Q1	$2M	Buy	20,084 +1,808	+10%	+$177K	0.11%	217
2022 Q4	$1.75M	Sell	18,276 -8,020	-30%	-$770K	0.11%	205
2022 Q3	$2.52M	Buy	26,296 +26,188	+24,248%	+$2.66M	0.18%	145
2022 Q2	$11K	Buy	+108	New	+$11.1K	﹤0.01%	932
2021 Q4	–	Sell	-26	Closed	-$3K	–	607
2021 Q3	$3K	Sell	26 -293	-92%	-$34.3K	﹤0.01%	885
2021 Q2	$37K	Sell	319 -38,861	-99%	-$4.45M	﹤0.01%	618
2021 Q1	$4.42M	Buy	39,180 +5,390	+16%	+$628K	0.4%	79
2020 Q4	$4.05M	Buy	33,790 +33,653	+24,564%	+$4.05M	0.39%	65
2020 Q3	$17K	Sell	137 -18	-12%	-$2.2K	﹤0.01%	582
2020 Q2	$19K	Buy	155 +81	+109%	+$9.84K	﹤0.01%	448
2020 Q1	$9K	Sell	74 -632	-90%	-$72.7K	﹤0.01%	463
2019 Q4	$78K	Sell	706 -33,246	-98%	-$3.71M	0.01%	249
2019 Q3	$3.82M	Sell	33,952 -4,902	-13%	-$547K	0.62%	40
2019 Q2	$4.28M	Buy	38,854 +4,139	+12%	+$444K	0.68%	35
2019 Q1	$3.7M	Buy	+34,715	New	+$3.63M	0.65%	43
2018 Q4	–	Sell	-61	Closed	-$6K	–	545
2018 Q3	$6K	Buy	+61	New	+$6.22K	﹤0.01%	284

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

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

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

MATAURO New York $756M AUM 20.74% 1-Year Est. Return

CIM

CenturyLink Investment Management Denver, Colorado $129M AUM 11.15% 1-Year Est. Return

CX Institutional's IEF Position: Q2 2026 in Review

CX Institutional reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 24% in Q2 2026, selling an estimated $10.2K and leaving 343 shares worth $32K. The position accounts for ﹤0.01% of the portfolio, ranked #1055.

CX Institutional first reported a position in IEF in Q3 2018 and has held it in 24 quarters since. The position peaked at $4.42M in Q1 2021. 297 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

CX Institutional held 343 shares of iShares 7-10 Year Treasury Bond ETF worth $32K as of Q2 2026.
CX Institutional sold 108 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $10.2K.
iShares 7-10 Year Treasury Bond ETF made up ﹤0.01% of CX Institutional's portfolio in Q2 2026, its #1055 holding.
CX Institutional first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2018 and has held it in 24 quarters since.
CX Institutional's iShares 7-10 Year Treasury Bond ETF position peaked at $4.42M in Q1 2021.
297 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.