Cypress Capital
IEF icon

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
Q3 		$2.12M Sell
23,709
-1,567
-6% -$145K 0.56% 41
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

Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
Wealthcare Capital Management
Wealthcare Capital Management Richmond, Virginia $911M AUM 7.69% 1-Year Est. Return
Eastern Bank
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AAG
Avalon Advisory Group Wexford, Pennsylvania $266M AUM 7.19% 1-Year Est. Return
WestEnd Advisors
WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
CenturyLink Investment Management
CenturyLink Investment Management Denver, Colorado $126M AUM 0.66% 1-Year Est. Return
Evergreen Capital Management
Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return
Raub Brock Capital Management
Raub Brock Capital Management Larkspur, California $326M AUM 6.45% 1-Year Est. Return

Cypress Capital's IEF Position: Q3 2026 in Review

Cypress Capital reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 6.2% in Q3 2026, selling an estimated $145K and leaving 23,709 shares worth $2.12M. The position accounts for 0.56% of the portfolio, ranked #41.

Cypress Capital first reported a position in IEF in Q4 2021 and has held it in 20 quarters since. The position peaked at $12.3M in Q1 2022. 382 funds tracked by Wall St. Rank hold IEF as of Q3 2026.

  • Cypress Capital held 23,709 shares of iShares 7-10 Year Treasury Bond ETF worth $2.12M as of Q3 2026.
  • Cypress Capital sold 1,567 iShares 7-10 Year Treasury Bond ETF shares in Q3 2026, an estimated $145K.
  • iShares 7-10 Year Treasury Bond ETF made up 0.56% of Cypress Capital's portfolio in Q3 2026, its #41 holding.
  • Cypress Capital first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2021 and has held it in 20 quarters since.
  • Cypress Capital's iShares 7-10 Year Treasury Bond ETF position peaked at $12.3M in Q1 2022.
  • 382 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2026.

Based on Cypress Capital's 13F filing for Q3 2026, filed 20 Oct 2026.