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

McElhenny Sheffield 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	$96.2M	Buy	+1,017,476	New	+$96.3M	23.83%	2
2025 Q3	–	Sell	-4,228	Closed	-$405K	–	116
2025 Q2	$405K	Sell	4,228 -575,446	-99%	-$54.4M	0.11%	71
2025 Q1	$55.3M	Buy	+579,674	New	+$54.2M	20.72%	2
2023 Q2	–	Sell	-10,357	Closed	-$1.03M	–	98
2023 Q1	$1.03M	Sell	10,357 -3,655	-26%	-$357K	0.54%	27
2022 Q4	$1.34M	Sell	14,012 -1,747	-11%	-$168K	0.62%	17
2022 Q3	$1.51M	Sell	15,759 -545	-3%	-$55.3K	1.15%	10
2022 Q2	$1.67M	Sell	16,304 -4,213	-21%	-$432K	0.78%	10
2022 Q1	$2.21M	Buy	+20,517	New	+$2.28M	0.77%	15
2021 Q4	–	Sell	-510,773	Closed	-$58.9M	–	129
2021 Q3	$58.9M	Buy	+510,773	New	+$59.7M	26.65%	1

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

McElhenny Sheffield Capital Management's IEF Position: Q2 2026 in Review

McElhenny Sheffield Capital Management opened a new position in iShares 7-10 Year Treasury Bond ETF (IEF) in Q2 2026: 1,017,476 shares worth $96.2M. The stake represents 23.83% of the portfolio and ranks #2 among its holdings. This is a return to the name: McElhenny Sheffield Capital Management previously reported a position in IEF as recently as Q2 2025.

McElhenny Sheffield Capital Management first reported a position in IEF in Q3 2021 and has held it in 9 quarters since. 1,137 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

McElhenny Sheffield Capital Management held 1,017,476 shares of iShares 7-10 Year Treasury Bond ETF worth $96.2M as of Q2 2026.
iShares 7-10 Year Treasury Bond ETF was a new McElhenny Sheffield Capital Management position in Q2 2026.
iShares 7-10 Year Treasury Bond ETF made up 23.83% of McElhenny Sheffield Capital Management's portfolio in Q2 2026, its #2 holding.
McElhenny Sheffield Capital Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2021 and has held it in 9 quarters since.
1,137 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on McElhenny Sheffield Capital Management's 13F filing for Q2 2026, filed 22 Jul 2026.