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

Hollencrest 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	$129K	Sell	1,365 -246	-15%	-$23.3K	0.01%	384
2026 Q1	$154K	Sell	1,611 -276	-15%	-$26.6K	0.01%	343
2025 Q4	$181K	Hold	1,887	–	–	0.01%	356
2025 Q3	$182K	Sell	1,887 -466	-20%	-$44.6K	0.01%	338
2025 Q2	$225K	Sell	2,353 -26	-1%	-$2.46K	0.01%	281
2025 Q1	$227K	Sell	2,379 -99	-4%	-$9.26K	0.01%	267
2024 Q4	$229K	Sell	2,478 -18,681	-88%	-$1.77M	0.01%	287
2024 Q3	$2.08M	Sell	21,159 -193	-0.9%	-$18.7K	0.09%	90
2024 Q2	$2M	Sell	21,352 -1,233	-5%	-$115K	0.09%	89
2024 Q1	$2.14M	Sell	22,585 -540	-2%	-$51.2K	0.1%	87
2023 Q4	$2.23M	Sell	23,125 -39,789	-63%	-$3.68M	0.21%	67
2023 Q3	$5.76M	Sell	62,914 -619	-1%	-$58.4K	0.65%	28
2023 Q2	$6.14M	Sell	63,533 -8,406	-12%	-$826K	0.64%	28
2023 Q1	$7.13M	Buy	71,939 +515	+0.7%	+$50.3K	0.76%	24
2022 Q4	$6.84M	Buy	+71,424	New	+$6.86M	0.85%	19

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

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

Hollencrest Capital Management reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 15% in Q2 2026, selling an estimated $23.3K and leaving 1,365 shares worth $129K. The position accounts for 0.01% of the portfolio, ranked #384.

Hollencrest Capital Management first reported a position in IEF in Q4 2022 and has held it in 15 quarters since. The position peaked at $7.13M in Q1 2023. 1,136 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Hollencrest Capital Management held 1,365 shares of iShares 7-10 Year Treasury Bond ETF worth $129K as of Q2 2026.
Hollencrest Capital Management sold 246 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $23.3K.
iShares 7-10 Year Treasury Bond ETF made up 0.01% of Hollencrest Capital Management's portfolio in Q2 2026, its #384 holding.
Hollencrest Capital Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2022 and has held it in 15 quarters since.
Hollencrest Capital Management's iShares 7-10 Year Treasury Bond ETF position peaked at $7.13M in Q1 2023.
1,136 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Hollencrest Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.