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Hilton Head Capital Partners’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Hilton Head Capital Partners’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 		$5.2K Sell
55
-33
-38% -$3.12K ﹤0.01% 674
2026
Q1 		$8.4K Sell
88
-11
-11% -$1.06K ﹤0.01% 604
2025
Q4 		$9.52K Buy
+99
New +$9.58K 0.01% 567

Other funds holding IEF

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Raymond James Financial
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

Hilton Head Capital Partners's IEF Position: Q2 2026 in Review

Hilton Head Capital Partners reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 38% in Q2 2026, selling an estimated $3.12K and leaving 55 shares worth $5.2K. The position accounts for ﹤0.01% of the portfolio, ranked #674.

Hilton Head Capital Partners first reported a position in IEF in Q4 2025 and has held it in 3 quarters since. The position peaked at $9.52K in Q4 2025. 1,136 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

  • Hilton Head Capital Partners held 55 shares of iShares 7-10 Year Treasury Bond ETF worth $5.2K as of Q2 2026.
  • Hilton Head Capital Partners sold 33 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $3.12K.
  • iShares 7-10 Year Treasury Bond ETF made up ﹤0.01% of Hilton Head Capital Partners's portfolio in Q2 2026, its #674 holding.
  • Hilton Head Capital Partners first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Hilton Head Capital Partners's iShares 7-10 Year Treasury Bond ETF position peaked at $9.52K in Q4 2025.
  • 1,136 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Hilton Head Capital Partners's 13F filing for Q2 2026, filed 27 Jul 2026.