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

Heck Capital Advisors’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 		$6.13M Sell
64,857
-74,132
-53% -$7.02M 0.37% 61
2026
Q1 		$13.3M Buy
138,989
+22,767
+20% +$2.19M 0.98% 22
2025
Q4 		$11.2M Sell
116,222
-30,317
-21% -$2.93M 0.83% 28
2025
Q3 		$14.1M Buy
146,539
+16,845
+13% +$1.61M 1.09% 19
2025
Q2 		$12.4M Buy
129,694
+3,543
+3% +$335K 1.07% 19
2025
Q1 		$12M Buy
126,151
+23,422
+23% +$2.19M 1.35% 19
2024
Q4 		$9.5M Buy
102,729
+26,611
+35% +$2.51M 1.09% 24
2024
Q3 		$7.47M Sell
76,118
-44,809
-37% -$4.33M 0.86% 29
2024
Q2 		$11.3M Sell
120,927
-66,822
-36% -$6.21M 1.41% 19
2024
Q1 		$17.8M Buy
187,749
+92,528
+97% +$8.77M 2.71% 7
2023
Q4 		$9.18M Buy
95,221
+13,675
+17% +$1.26M 1.5% 22
2023
Q3 		$7.47M Sell
81,546
-82,554
-50% -$7.79M 1.38% 24
2023
Q2 		$15.9M Buy
164,100
+24,487
+18% +$2.41M 2.73% 8
2023
Q1 		$13.8M Buy
139,613
+33,564
+32% +$3.28M 2.66% 9
2022
Q4 		$10.2M Buy
106,049
+32,782
+45% +$3.15M 1.97% 17
2022
Q3 		$7.03M Sell
73,267
-3,941
-5% -$400K 1.45% 23
2022
Q2 		$7.9M Buy
+77,208
New +$7.92M 1.59% 17

Other funds holding IEF

BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
PC
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
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AG
AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MSCM
McElhenny Sheffield Capital Management Dallas, Texas $404M AUM 19.8% 1-Year Est. Return

Heck Capital Advisors's IEF Position: Q2 2026 in Review

Heck Capital Advisors reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 53% in Q2 2026, selling an estimated $7.02M and leaving 64,857 shares worth $6.13M. The position accounts for 0.37% of the portfolio, ranked #61.

Heck Capital Advisors first reported a position in IEF in Q2 2022 and has held it in 17 quarters since. The position peaked at $17.8M in Q1 2024. 542 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

  • Heck Capital Advisors held 64,857 shares of iShares 7-10 Year Treasury Bond ETF worth $6.13M as of Q2 2026.
  • Heck Capital Advisors sold 74,132 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $7.02M.
  • iShares 7-10 Year Treasury Bond ETF made up 0.37% of Heck Capital Advisors's portfolio in Q2 2026, its #61 holding.
  • Heck Capital Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2022 and has held it in 17 quarters since.
  • Heck Capital Advisors's iShares 7-10 Year Treasury Bond ETF position peaked at $17.8M in Q1 2024.
  • 542 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Heck Capital Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.