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

Lunt 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	$352K	Sell	3,717 -166	-4%	-$15.7K	0.13%	70
2026 Q1	$371K	Sell	3,883 -19	-0.5%	-$1.83K	0.14%	71
2025 Q4	$375K	Buy	3,902 +166	+4%	+$16.1K	0.14%	68
2025 Q3	$360K	Hold	3,736	–	–	0.14%	76
2025 Q2	$358K	Hold	3,736	–	–	0.14%	71
2025 Q1	$356K	Sell	3,736 -998	-21%	-$93.4K	0.13%	67
2024 Q4	$438K	Buy	+4,734	New	+$447K	0.17%	61

Other funds holding IEF

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

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 Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return

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

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

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

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

Lunt Capital Management reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 4.3% in Q2 2026, selling an estimated $15.7K and leaving 3,717 shares worth $352K. The position accounts for 0.13% of the portfolio, ranked #70.

Lunt Capital Management first reported a position in IEF in Q4 2024 and has held it in 7 quarters since. The position peaked at $438K in Q4 2024. 541 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Lunt Capital Management held 3,717 shares of iShares 7-10 Year Treasury Bond ETF worth $352K as of Q2 2026.
Lunt Capital Management sold 166 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $15.7K.
iShares 7-10 Year Treasury Bond ETF made up 0.13% of Lunt Capital Management's portfolio in Q2 2026, its #70 holding.
Lunt Capital Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2024 and has held it in 7 quarters since.
Lunt Capital Management's iShares 7-10 Year Treasury Bond ETF position peaked at $438K in Q4 2024.
541 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Lunt Capital Management's 13F filing for Q2 2026, filed 30 Jul 2026.