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 Q2	$7.22M	Sell	76,374 -2,882	-4%	-$273K	0.85%	26
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 $336B AUM 34.66% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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: Q2 2026 in Review

Dimension Capital Management reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 3.6% in Q2 2026, selling an estimated $273K and leaving 76,374 shares worth $7.22M. The position accounts for 0.85% of the portfolio, ranked #26.

Dimension Capital Management first reported a position in IEF in Q4 2023 and has held it in 11 quarters since. The position peaked at $10.5M in Q4 2023. 1,141 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Dimension Capital Management held 76,374 shares of iShares 7-10 Year Treasury Bond ETF worth $7.22M as of Q2 2026.
Dimension Capital Management sold 2,882 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $273K.
iShares 7-10 Year Treasury Bond ETF made up 0.85% of Dimension Capital Management's portfolio in Q2 2026, its #26 holding.
Dimension Capital Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2023 and has held it in 11 quarters since.
Dimension Capital Management's iShares 7-10 Year Treasury Bond ETF position peaked at $10.5M in Q4 2023.
1,141 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Dimension Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.