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

Greenwood Capital Associates’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	$6.81M	Buy	72,034 +1,523	+2%	+$144K	0.67%	46
2026 Q1	$6.73M	Buy	70,511 +2,950	+4%	+$284K	0.74%	41
2025 Q4	$6.5M	Sell	67,561 -21,995	-25%	-$2.13M	0.71%	46
2025 Q3	$8.64M	Buy	89,556 +1,004	+1%	+$96K	1%	24
2025 Q2	$8.48M	Buy	88,552 +1,340	+2%	+$127K	1.05%	22
2025 Q1	$8.32M	Buy	87,212 +612	+0.7%	+$57.3K	1.12%	22
2024 Q4	$8.01M	Buy	86,600 +29,115	+51%	+$2.75M	1.04%	27
2024 Q3	$5.64M	Buy	57,485 +1,975	+4%	+$191K	0.73%	46
2024 Q2	$5.2M	Buy	+55,510	New	+$5.16M	0.68%	51
2020 Q2	–	Sell	-1,868	Closed	-$227K	–	191
2020 Q1	$227K	Sell	1,868 -1,252	-40%	-$144K	0.07%	132
2019 Q4	$344K	Sell	3,120 -1,660	-35%	-$185K	0.07%	137
2019 Q3	$538K	Hold	4,780	–	–	0.13%	93
2019 Q2	$526K	Hold	4,780	–	–	0.13%	96
2019 Q1	$510K	Sell	4,780 -4,591	-49%	-$480K	0.13%	93
2018 Q4	$976K	Buy	+9,371	New	+$949K	0.26%	71

Other funds holding IEF

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

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

BTI

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Peavine Capital Reno, Nevada $472M AUM 9.2% 1-Year Est. Return

WCM

Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Greenwood Capital Associates's IEF Position: Q2 2026 in Review

Greenwood Capital Associates increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 2.2% in Q2 2026, buying an estimated $144K and bringing the position to 72,034 shares worth $6.81M. The position accounts for 0.67% of the portfolio, ranked #46.

Greenwood Capital Associates first reported a position in IEF in Q4 2018 and has held it in 15 quarters since. The position peaked at $8.64M in Q3 2025. 755 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Greenwood Capital Associates held 72,034 shares of iShares 7-10 Year Treasury Bond ETF worth $6.81M as of Q2 2026.
Greenwood Capital Associates bought 1,523 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $144K.
iShares 7-10 Year Treasury Bond ETF made up 0.67% of Greenwood Capital Associates's portfolio in Q2 2026, its #46 holding.
Greenwood Capital Associates first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2018 and has held it in 15 quarters since.
Greenwood Capital Associates's iShares 7-10 Year Treasury Bond ETF position peaked at $8.64M in Q3 2025.
755 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Greenwood Capital Associates's 13F filing for Q2 2026, filed 28 Jul 2026.