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Paragon Capital Management (Utah)’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Paragon Capital Management (Utah)’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 		$13.5M Buy
142,938
+2,837
+2% +$268K 10.01% 1
2026
Q1 		$13.4M Buy
140,101
+17,189
+14% +$1.65M 11.33% 1
2025
Q4 		$11.8M Buy
122,912
+1,874
+2% +$181K 9.14% 1
2025
Q3 		$11.7M Buy
121,038
+2,541
+2% +$243K 8.74% 1
2025
Q2 		$11.3M Buy
118,497
+265
+0.2% +$25.1K 8.66% 2
2025
Q1 		$11.3M Sell
118,232
-3,782
-3% -$354K 9.11% 2
2024
Q4 		$11.3M Buy
122,014
+35,068
+40% +$3.31M 8.82% 1
2024
Q3 		$8.53M Buy
86,946
+1,765
+2% +$171K 6.29% 2
2024
Q2 		$7.98M Buy
85,181
+1,067
+1% +$99.1K 6.08% 3
2024
Q1 		$7.96M Buy
84,114
+361
+0.4% +$34.2K 5.96% 3
2023
Q4 		$8.07M Buy
83,753
+11,633
+16% +$1.08M 6.46% 2
2023
Q3 		$6.61M Buy
72,120
+3,230
+5% +$305K 5.64% 3
2023
Q2 		$6.65M Buy
68,890
+8,084
+13% +$795K 5.62% 3
2023
Q1 		$6.03M Sell
60,806
-1,020
-2% -$99.7K 5.25% 2
2022
Q4 		$5.92M Buy
61,826
+92
+0.1% +$8.83K 5.52% 2
2022
Q3 		$5.93M Buy
61,734
+685
+1% +$69.5K 5.8% 2
2022
Q2 		$6.25M Buy
61,049
+5,420
+10% +$556K 6.33% 2
2022
Q1 		$5.98M Sell
55,629
-210
-0.4% -$23.3K 5.54% 2
2021
Q4 		$6.42M Buy
+55,839
New +$6.42M 5.49% 3

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

Paragon Capital Management (Utah)'s IEF Position: Q2 2026 in Review

Paragon Capital Management (Utah) increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 2% in Q2 2026, buying an estimated $268K and bringing the position to 142,938 shares worth $13.5M. The position accounts for 10.01% of the portfolio, ranked #1.

Paragon Capital Management (Utah) first reported a position in IEF in Q4 2021 and has held it in 19 quarters since. 704 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

  • Paragon Capital Management (Utah) held 142,938 shares of iShares 7-10 Year Treasury Bond ETF worth $13.5M as of Q2 2026.
  • Paragon Capital Management (Utah) bought 2,837 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $268K.
  • iShares 7-10 Year Treasury Bond ETF made up 10.01% of Paragon Capital Management (Utah)'s portfolio in Q2 2026, its #1 holding.
  • Paragon Capital Management (Utah) first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2021 and has held it in 19 quarters since.
  • 704 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Paragon Capital Management (Utah)'s 13F filing for Q2 2026, filed 22 Jul 2026.