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

Key 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 		– Sell
-83
Closed -$7.92K – 767
2026
Q1 		$7.92K Sell
83
-51
-38% -$4.91K 0.01% 339
2025
Q4 		$12.9K Buy
+134
New +$13K 0.01% 253

Other funds holding IEF

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
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
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
AG
AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return

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

Key Capital Management sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q2 2026, closing a stake of 83 shares — an estimated $7.92K sold.

Key Capital Management first reported a position in IEF in Q4 2025 and held it in 2 quarters. The position peaked at $12.9K in Q4 2025. 704 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

  • Key Capital Management reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Key Capital Management sold 83 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $7.92K.
  • Key Capital Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2025 and held it in 2 quarters.
  • Key Capital Management's iShares 7-10 Year Treasury Bond ETF position peaked at $12.9K in Q4 2025.
  • 704 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Key Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.