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 Q2	$12.4M	Sell	130,776 -45,755	-26%	-$4.33M	0.12%	132
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 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 22.9% 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

Prime Capital Investment Advisors's IEF Position: Q2 2026 in Review

Prime Capital Investment Advisors reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 26% in Q2 2026, selling an estimated $4.33M and leaving 130,776 shares worth $12.4M. The position accounts for 0.12% of the portfolio, ranked #132.

Prime Capital Investment Advisors first reported a position in IEF in Q2 2019 and has held it in 25 quarters since. The position peaked at $149M in Q3 2023. 1,143 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Prime Capital Investment Advisors held 130,776 shares of iShares 7-10 Year Treasury Bond ETF worth $12.4M as of Q2 2026.
Prime Capital Investment Advisors sold 45,755 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $4.33M.
iShares 7-10 Year Treasury Bond ETF made up 0.12% of Prime Capital Investment Advisors's portfolio in Q2 2026, its #132 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 25 quarters since.
Prime Capital Investment Advisors's iShares 7-10 Year Treasury Bond ETF position peaked at $149M in Q3 2023.
1,143 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Prime Capital Investment Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.