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

Optima 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 		– Sell
-66
Closed -$6.35K – 694
2025
Q4 		$6.35K Sell
66
-14,809
-100% -$1.43M ﹤0.01% 586
2025
Q3 		$1.43M Sell
14,875
-265
-2% -$25.3K 0.7% 45
2025
Q2 		$1.45M Buy
15,140
+1,989
+15% +$188K 0.78% 40
2025
Q1 		$1.25M Buy
+13,151
New +$1.23M 0.8% 32

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

Optima Capital's IEF Position: Q1 2026 in Review

Optima Capital sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q1 2026, closing a stake of 66 shares — an estimated $6.35K sold.

Optima Capital first reported a position in IEF in Q1 2025 and held it in 4 quarters. The position peaked at $1.45M in Q2 2025. 1,115 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

  • Optima Capital reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Optima Capital sold 66 iShares 7-10 Year Treasury Bond ETF shares in Q1 2026, an estimated $6.35K.
  • Optima Capital first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2025 and held it in 4 quarters.
  • Optima Capital's iShares 7-10 Year Treasury Bond ETF position peaked at $1.45M in Q2 2025.
  • 1,115 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2026.

Based on Optima Capital's 13F filing for Q1 2026, filed 5 May 2026.