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Prime Capital Investment Advisors’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Prime Capital Investment Advisors’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 		$16.8M Sell
176,531
-18,654
-10% -$1.79M 0.19% 101
2025
Q4 		$18.8M Sell
195,185
-76,863
-28% -$7.44M 0.23% 76
2025
Q3 		$26.2M Sell
272,048
-171,416
-39% -$16.4M 0.33% 59
2025
Q2 		$42.5M Buy
443,464
+131,927
+42% +$12.5M 0.56% 44
2025
Q1 		$29.7M Buy
311,537
+237,723
+322% +$22.2M 0.35% 59
2024
Q4 		$6.82M Sell
73,814
-4,054
-5% -$383K 0.1% 146
2024
Q3 		$7.64M Buy
77,868
+5,339
+7% +$516K 0.11% 140
2024
Q2 		$6.79M Sell
72,529
-324,977
-82% -$30.2M 0.1% 148
2024
Q1 		$37.6M Buy
397,506
+49,888
+14% +$4.73M 0.53% 40
2023
Q4 		$33.5M Sell
347,618
-1,280,835
-79% -$118M 0.51% 43
2023
Q3 		$149M Buy
1,628,453
+604,490
+59% +$57M 3.05% 5
2023
Q2 		$98.9M Buy
1,023,963
+1,015,642
+12,206% +$99.8M 1.95% 9
2023
Q1 		$825K Buy
8,321
+1,445
+21% +$141K 0.03% 270
2022
Q4 		$659K Sell
6,876
-510
-7% -$49K 0.03% 291
2022
Q3 		$709K Buy
7,386
+2,292
+45% +$233K 0.04% 200
2022
Q2 		$521K Buy
+5,094
New +$523K 0.03% 227
2021
Q2 		– Sell
-1,873
Closed -$212K – 453
2021
Q1 		$212K Sell
1,873
-87
-4% -$10.1K 0.02% 240
2020
Q4 		$235K Sell
1,960
-17,247
-90% -$2.07M 0.02% 226
2020
Q3 		$2.34M Sell
19,207
-121
-0.6% -$14.8K 0.2% 94
2020
Q2 		$2.36M Buy
19,328
+11,663
+152% +$1.42M 0.22% 89
2020
Q1 		$931K Sell
7,665
-18,233
-70% -$2.1M 0.11% 117
2019
Q4 		$2.85M Buy
25,898
+18,352
+243% +$2.05M 0.33% 75
2019
Q3 		$849K Buy
7,546
+1,465
+24% +$163K 0.13% 129
2019
Q2 		$669K Buy
+6,081
New +$652K 0.12% 131

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

Prime Capital Investment Advisors's IEF Position: Q1 2026 in Review

Prime Capital Investment Advisors reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 9.6% in Q1 2026, selling an estimated $1.79M and leaving 176,531 shares worth $16.8M. The position accounts for 0.19% of the portfolio, ranked #101.

Prime Capital Investment Advisors first reported a position in IEF in Q2 2019 and has held it in 24 quarters since. The position peaked at $149M in Q3 2023. 1,115 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

  • Prime Capital Investment Advisors held 176,531 shares of iShares 7-10 Year Treasury Bond ETF worth $16.8M as of Q1 2026.
  • Prime Capital Investment Advisors sold 18,654 iShares 7-10 Year Treasury Bond ETF shares in Q1 2026, an estimated $1.79M.
  • iShares 7-10 Year Treasury Bond ETF made up 0.19% of Prime Capital Investment Advisors's portfolio in Q1 2026, its #101 holding.
  • Prime Capital Investment Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2019 and has held it in 24 quarters since.
  • Prime Capital Investment Advisors's iShares 7-10 Year Treasury Bond ETF position peaked at $149M in Q3 2023.
  • 1,115 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2026.

Based on Prime Capital Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.