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

Elevated Capital Advisors’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	$22.2K	Sell	235 -11	-4%	-$1.04K	0.01%	404
2026 Q1	$23.5K	Sell	246 -13	-5%	-$1.25K	0.01%	396
2025 Q4	$24.9K	Buy	+259	New	+$25.1K	0.01%	383
2024 Q3	–	Sell	-3,148	Closed	-$295K	–	272
2024 Q2	$295K	Sell	3,148 -69	-2%	-$6.41K	0.08%	202
2024 Q1	$305K	Sell	3,217 -26,250	-89%	-$2.49M	0.09%	159
2023 Q4	$2.84M	Buy	29,467 +3,304	+13%	+$306K	0.89%	31
2023 Q3	$2.4M	Buy	26,163 +720	+3%	+$67.9K	0.82%	38
2023 Q2	$2.46M	Buy	+25,443	New	+$2.5M	0.82%	36

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

Elevated Capital Advisors's IEF Position: Q2 2026 in Review

Elevated Capital Advisors reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 4.5% in Q2 2026, selling an estimated $1.04K and leaving 235 shares worth $22.2K. The position accounts for 0.01% of the portfolio, ranked #404.

Elevated Capital Advisors first reported a position in IEF in Q2 2023 and has held it in 8 quarters since. The position peaked at $2.84M in Q4 2023. 1,136 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Elevated Capital Advisors held 235 shares of iShares 7-10 Year Treasury Bond ETF worth $22.2K as of Q2 2026.
Elevated Capital Advisors sold 11 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $1.04K.
iShares 7-10 Year Treasury Bond ETF made up 0.01% of Elevated Capital Advisors's portfolio in Q2 2026, its #404 holding.
Elevated Capital Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2023 and has held it in 8 quarters since.
Elevated Capital Advisors's iShares 7-10 Year Treasury Bond ETF position peaked at $2.84M in Q4 2023.
1,136 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Elevated Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.