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

Hamlin 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 		$1.02M Hold
10,756
– – 0.02% 30
2026
Q1 		$1.03M Hold
10,756
– – 0.02% 29
2025
Q4 		$1.03M Hold
10,756
– – 0.02% 30
2025
Q3 		$1.04M Buy
+10,756
New +$1.03M 0.02% 26

Other funds holding IEF

WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
CIM
CenturyLink Investment Management Denver, Colorado $129M AUM 11.15% 1-Year Est. Return
RBCM
Raub Brock Capital Management Larkspur, California $363M AUM 12.74% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
TCM
Twele Capital Management Minnetonka, Minnesota $612M AUM 13.62% 1-Year Est. Return
PFM
Patton Fund Management Dallas, Texas $462M AUM 72.68% 1-Year Est. Return
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
LFA
LifeGuide Financial Advisors Mechanicsburg, Pennsylvania $351M AUM 11.66% 1-Year Est. Return

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

Hamlin Capital Management held its iShares 7-10 Year Treasury Bond ETF (IEF) position steady in Q2 2026 at 10,756 shares worth $1.02M. The position accounts for 0.02% of the portfolio, ranked #30.

Hamlin Capital Management first reported a position in IEF in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.04M in Q3 2025. 202 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

  • Hamlin Capital Management held 10,756 shares of iShares 7-10 Year Treasury Bond ETF worth $1.02M as of Q2 2026.
  • Hamlin Capital Management left its iShares 7-10 Year Treasury Bond ETF share count unchanged in Q2 2026.
  • iShares 7-10 Year Treasury Bond ETF made up 0.02% of Hamlin Capital Management's portfolio in Q2 2026, its #30 holding.
  • Hamlin Capital Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • Hamlin Capital Management's iShares 7-10 Year Treasury Bond ETF position peaked at $1.04M in Q3 2025.
  • 202 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Hamlin Capital Management's 13F filing for Q2 2026, filed 7 Jul 2026.