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Money Concepts Capital’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Money Concepts 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
Q1 		$5.75M Sell
60,256
-80,321
-57% -$7.73M 0.32% 71
2025
Q4 		$13.5M Sell
140,577
-34,249
-20% -$3.31M 0.76% 22
2025
Q3 		$16.9M Buy
174,826
+48,624
+39% +$4.65M 1.04% 16
2025
Q2 		$12.1M Sell
126,202
-5,218
-4% -$493K 0.81% 23
2025
Q1 		$12.5M Buy
131,420
+37,248
+40% +$3.48M 0.94% 16
2024
Q4 		$8.71M Sell
94,172
-85,567
-48% -$8.08M 0.65% 28
2024
Q3 		$17.6M Buy
179,739
+85,293
+90% +$8.25M 1.34% 16
2024
Q2 		$8.84M Buy
94,446
+1,646
+2% +$153K 0.74% 24
2024
Q1 		$8.78M Buy
92,800
+43,766
+89% +$4.15M 0.81% 28
2023
Q4 		$4.73M Sell
49,034
-767
-2% -$70.9K 0.44% 68
2023
Q3 		$4.56M Buy
49,801
+2,237
+5% +$211K 0.48% 68
2023
Q2 		$4.6M Sell
47,564
-319,154
-87% -$31.4M 0.47% 66
2023
Q1 		$3.14M Buy
366,718
+326,314
+808% +$31.9M 0.18% 112
2022
Q4 		$3.87M Sell
40,404
-25,458
-39% -$2.44M 0.17% 115
2022
Q3 		$6.32M Buy
65,862
+1,451
+2% +$147K 0.37% 55
2022
Q2 		$6.65M Sell
64,411
-6,553
-9% -$672K 0.59% 36
2022
Q1 		$7.63M Buy
70,964
+65,196
+1,130% +$7.24M 0.43% 47
2021
Q4 		$663K Buy
+5,768
New +$663K 0.06% 271
2021
Q1 		$2.41M Sell
21,340
-24,823
-54% -$2.89M 0.19% 120
2020
Q4 		$5.54M Buy
+46,163
New +$5.55M 0.51% 50

Other funds holding IEF

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Money Concepts Capital's IEF Position: Q1 2026 in Review

Money Concepts Capital reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 57% in Q1 2026, selling an estimated $7.73M and leaving 60,256 shares worth $5.75M. The position accounts for 0.32% of the portfolio, ranked #71.

Money Concepts Capital first reported a position in IEF in Q4 2020 and has held it in 20 quarters since. The position peaked at $17.6M in Q3 2024. 1,115 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

  • Money Concepts Capital held 60,256 shares of iShares 7-10 Year Treasury Bond ETF worth $5.75M as of Q1 2026.
  • Money Concepts Capital sold 80,321 iShares 7-10 Year Treasury Bond ETF shares in Q1 2026, an estimated $7.73M.
  • iShares 7-10 Year Treasury Bond ETF made up 0.32% of Money Concepts Capital's portfolio in Q1 2026, its #71 holding.
  • Money Concepts Capital first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2020 and has held it in 20 quarters since.
  • Money Concepts Capital's iShares 7-10 Year Treasury Bond ETF position peaked at $17.6M in Q3 2024.
  • 1,115 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2026.

Based on Money Concepts Capital's 13F filing for Q1 2026, filed 30 Apr 2026.