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

Generation 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	$1.38M	Sell	14,636 -450	-3%	-$42.6K	0.85%	36
2026 Q1	$1.44M	Hold	15,086	–	–	1.05%	29
2025 Q4	$1.45M	Buy	15,086 +116	+0.8%	+$11.2K	0.94%	32
2025 Q3	$1.44M	Hold	14,970	–	–	1.05%	29
2025 Q2	$1.43M	Buy	+14,970	New	+$1.42M	1.13%	26

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 22.9% 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

Generation Capital Management's IEF Position: Q2 2026 in Review

Generation Capital Management reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 3% in Q2 2026, selling an estimated $42.6K and leaving 14,636 shares worth $1.38M. The position accounts for 0.85% of the portfolio, ranked #36.

Generation Capital Management first reported a position in IEF in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.45M in Q4 2025. 1,142 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Generation Capital Management held 14,636 shares of iShares 7-10 Year Treasury Bond ETF worth $1.38M as of Q2 2026.
Generation Capital Management sold 450 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $42.6K.
iShares 7-10 Year Treasury Bond ETF made up 0.85% of Generation Capital Management's portfolio in Q2 2026, its #36 holding.
Generation Capital Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2025 and has held it in 5 quarters since.
Generation Capital Management's iShares 7-10 Year Treasury Bond ETF position peaked at $1.45M in Q4 2025.
1,142 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

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