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

Hobart Private 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 Q2	$369K	Buy	+3,906	New	+$370K	0.06%	111
2021 Q3	–	Sell	-4,207	Closed	-$486K	–	110
2021 Q2	$486K	Sell	4,207 -1,903	-31%	-$218K	0.2%	81
2021 Q1	$690K	Sell	6,110 -18,093	-75%	-$2.11M	0.28%	57
2020 Q4	$2.9M	Sell	24,203 -14,104	-37%	-$1.7M	1.27%	17
2020 Q3	$4.67M	Buy	38,307 +4,659	+14%	+$568K	2.41%	10
2020 Q2	$4.1M	Buy	33,648 +24,432	+265%	+$2.97M	2.3%	8
2020 Q1	$1.12M	Buy	9,216 +2,500	+37%	+$288K	0.77%	33
2019 Q4	$740K	Sell	6,716 -1,356	-17%	-$151K	0.45%	55
2019 Q3	$908K	Sell	8,072 -3,008	-27%	-$336K	0.62%	45
2019 Q2	$1.22M	Buy	11,080 +7,155	+182%	+$767K	0.85%	35
2019 Q1	$419K	Buy	+3,925	New	+$410K	0.32%	81

Other funds holding IEF

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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

Hobart Private Capital's IEF Position: Q2 2026 in Review

Hobart Private Capital opened a new position in iShares 7-10 Year Treasury Bond ETF (IEF) in Q2 2026: 3,906 shares worth $369K. The stake represents 0.06% of the portfolio and ranks #111 among its holdings. This is a return to the name: Hobart Private Capital previously reported a position in IEF as recently as Q2 2021.

Hobart Private Capital first reported a position in IEF in Q1 2019 and has held it in 11 quarters since. The position peaked at $4.67M in Q3 2020. 1,138 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Hobart Private Capital held 3,906 shares of iShares 7-10 Year Treasury Bond ETF worth $369K as of Q2 2026.
iShares 7-10 Year Treasury Bond ETF was a new Hobart Private Capital position in Q2 2026.
iShares 7-10 Year Treasury Bond ETF made up 0.06% of Hobart Private Capital's portfolio in Q2 2026, its #111 holding.
Hobart Private Capital first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2019 and has held it in 11 quarters since.
Hobart Private Capital's iShares 7-10 Year Treasury Bond ETF position peaked at $4.67M in Q3 2020.
1,138 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Hobart Private Capital's 13F filing for Q2 2026, filed 6 Jul 2026.