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

Fairscale 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
Q1 		$39K Hold
409
– – 0.03% 215
2025
Q4 		$39.3K Sell
409
-220
-35% -$21.3K 0.03% 208
2025
Q3 		$60.7K Hold
629
– – 0.04% 174
2025
Q2 		$59.7K Buy
+629
New +$59.5K 0.04% 177

Other funds holding IEF

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Raymond James Financial
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

Fairscale Capital's IEF Position: Q1 2026 in Review

Fairscale Capital held its iShares 7-10 Year Treasury Bond ETF (IEF) position steady in Q1 2026 at 409 shares worth $39K. The position accounts for 0.03% of the portfolio, ranked #215.

Fairscale Capital first reported a position in IEF in Q2 2025 and has held it in 4 quarters since. The position peaked at $60.7K in Q3 2025. 1,115 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

  • Fairscale Capital held 409 shares of iShares 7-10 Year Treasury Bond ETF worth $39K as of Q1 2026.
  • Fairscale Capital left its iShares 7-10 Year Treasury Bond ETF share count unchanged in Q1 2026.
  • iShares 7-10 Year Treasury Bond ETF made up 0.03% of Fairscale Capital's portfolio in Q1 2026, its #215 holding.
  • Fairscale Capital first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2025 and has held it in 4 quarters since.
  • Fairscale Capital's iShares 7-10 Year Treasury Bond ETF position peaked at $60.7K in Q3 2025.
  • 1,115 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2026.

Based on Fairscale Capital's 13F filing for Q1 2026, filed 11 May 2026.