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

Dimension Capital Management’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 Q1	$7.56M	Sell	79,256 -2,752	-3%	-$265K	1.06%	21
2025 Q4	$7.89M	Sell	82,008 -5,917	-7%	-$573K	1.1%	20
2025 Q3	$8.48M	Sell	87,925 -3,416	-4%	-$327K	1.22%	17
2025 Q2	$8.75M	Hold	91,341	–	–	1.36%	16
2025 Q1	$8.71M	Sell	91,341 -13,270	-13%	-$1.24M	1.55%	15
2024 Q4	$9.67M	Sell	104,611 -1,962	-2%	-$185K	1.56%	14
2024 Q3	$10.5M	Buy	106,573 +8,279	+8%	+$800K	1.94%	13
2024 Q2	$9.21M	Hold	98,294	–	–	1.87%	13
2024 Q1	$9.3M	Sell	98,294 -10,783	-10%	-$1.02M	1.86%	12
2023 Q4	$10.5M	Buy	+109,077	New	+$10.1M	2.19%	11

Other funds holding IEF

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

BTI

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

Dimension Capital Management's IEF Position: Q1 2026 in Review

Dimension Capital Management reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 3.4% in Q1 2026, selling an estimated $265K and leaving 79,256 shares worth $7.56M. The position accounts for 1.06% of the portfolio, ranked #21.

Dimension Capital Management first reported a position in IEF in Q4 2023 and has held it in 10 quarters since. The position peaked at $10.5M in Q4 2023. 1,115 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

Dimension Capital Management held 79,256 shares of iShares 7-10 Year Treasury Bond ETF worth $7.56M as of Q1 2026.
Dimension Capital Management sold 2,752 iShares 7-10 Year Treasury Bond ETF shares in Q1 2026, an estimated $265K.
iShares 7-10 Year Treasury Bond ETF made up 1.06% of Dimension Capital Management's portfolio in Q1 2026, its #21 holding.
Dimension Capital Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2023 and has held it in 10 quarters since.
Dimension Capital Management's iShares 7-10 Year Treasury Bond ETF position peaked at $10.5M in Q4 2023.
1,115 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2026.

Based on Dimension Capital Management's 13F filing for Q1 2026, filed 15 May 2026.