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

Cypress 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 		$2.39M Sell
25,276
-500
-2% -$47.3K 0.65% 36
2026
Q1 		$2.46M Buy
25,776
+161
+0.6% +$15.5K 0.7% 35
2025
Q4 		$2.46M Sell
25,615
-594
-2% -$57.5K 0.69% 34
2025
Q3 		$2.53M Buy
26,209
+208
+0.8% +$19.9K 0.72% 28
2025
Q2 		$2.49M Sell
26,001
-246
-0.9% -$23.3K 0.72% 26
2025
Q1 		$2.5M Sell
26,247
-560
-2% -$52.4K 0.72% 26
2024
Q4 		$2.48M Sell
26,807
-1,169
-4% -$110K 0.71% 29
2024
Q3 		$2.75M Sell
27,976
-241
-0.9% -$23.3K 0.71% 27
2024
Q2 		$2.64M Buy
28,217
+368
+1% +$34.2K 0.66% 25
2024
Q1 		$2.64M Sell
27,849
-2,480
-8% -$235K 0.72% 25
2023
Q4 		$2.92M Sell
30,329
-1,682
-5% -$156K 0.83% 20
2023
Q3 		$2.93M Buy
32,011
+7,355
+30% +$694K 0.86% 17
2023
Q2 		$2.38M Buy
24,656
+190
+0.8% +$18.7K 0.68% 25
2023
Q1 		$2.43M Sell
24,466
-617
-2% -$60.3K 0.76% 17
2022
Q4 		$2.4M Sell
25,083
-94,010
-79% -$9.03M 0.75% 19
2022
Q3 		$11.4M Buy
119,093
+1,353
+1% +$137K 4.03% 7
2022
Q2 		$12M Buy
117,740
+3,276
+3% +$336K 1.72% 14
2022
Q1 		$12.3M Buy
114,464
+8,121
+8% +$901K 1.51% 17
2021
Q4 		$12.2M Buy
+106,343
New +$12.2M 1.39% 17

Other funds holding IEF

WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
CIM
CenturyLink Investment Management Denver, Colorado $129M AUM 11.15% 1-Year Est. Return
RBCM
Raub Brock Capital Management Larkspur, California $363M AUM 12.74% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
TCM
Twele Capital Management Minnetonka, Minnesota $612M AUM 13.62% 1-Year Est. Return
PFM
Patton Fund Management Dallas, Texas $462M AUM 72.68% 1-Year Est. Return
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return

Cypress Capital's IEF Position: Q2 2026 in Review

Cypress Capital reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 1.9% in Q2 2026, selling an estimated $47.3K and leaving 25,276 shares worth $2.39M. The position accounts for 0.65% of the portfolio, ranked #36.

Cypress Capital first reported a position in IEF in Q4 2021 and has held it in 19 quarters since. The position peaked at $12.3M in Q1 2022. 230 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

  • Cypress Capital held 25,276 shares of iShares 7-10 Year Treasury Bond ETF worth $2.39M as of Q2 2026.
  • Cypress Capital sold 500 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $47.3K.
  • iShares 7-10 Year Treasury Bond ETF made up 0.65% of Cypress Capital's portfolio in Q2 2026, its #36 holding.
  • Cypress Capital first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2021 and has held it in 19 quarters since.
  • Cypress Capital's iShares 7-10 Year Treasury Bond ETF position peaked at $12.3M in Q1 2022.
  • 230 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Cypress Capital's 13F filing for Q2 2026, filed 17 Jul 2026.