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

Guidance 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 		– Sell
-4,177
Closed -$400K – 249
2025
Q4 		$400K Sell
4,177
-6,511
-61% -$630K 0.1% 172
2025
Q3 		$1.04M Buy
10,688
+1,786
+20% +$171K 0.27% 89
2025
Q2 		$852K Buy
8,902
+2,014
+29% +$190K 0.24% 96
2025
Q1 		$652K Sell
6,888
-13,542
-66% -$1.27M 0.2% 110
2024
Q4 		$1.89M Sell
20,430
-21,262
-51% -$2.01M 0.58% 31
2024
Q3 		$4M Buy
41,692
+6,864
+20% +$664K 1.25% 15
2024
Q2 		$3.35M Buy
34,828
+2,420
+7% +$225K 1.1% 15
2024
Q1 		$2.97M Buy
32,408
+16,035
+98% +$1.52M 1.09% 16
2023
Q4 		$1.57M Sell
16,373
-2,176
-12% -$201K 0.62% 25
2023
Q3 		$1.67M Buy
18,549
+65
+0.4% +$6.13K 0.75% 20
2023
Q2 		$1.74M Buy
+18,484
New +$1.82M 0.76% 21

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

Guidance Capital's IEF Position: Q1 2026 in Review

Guidance Capital sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q1 2026, closing a stake of 4,177 shares — an estimated $400K sold.

Guidance Capital first reported a position in IEF in Q2 2023 and held it in 11 quarters. The position peaked at $4M in Q3 2024. 1,115 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

  • Guidance Capital reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Guidance Capital sold 4,177 iShares 7-10 Year Treasury Bond ETF shares in Q1 2026, an estimated $400K.
  • Guidance Capital first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2023 and held it in 11 quarters.
  • Guidance Capital's iShares 7-10 Year Treasury Bond ETF position peaked at $4M in Q3 2024.
  • 1,115 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2026.

Based on Guidance Capital's 13F filing for Q1 2026, filed 8 May 2026.