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

Prosperity Capital 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	$7.91M	Buy	83,668 +63,914	+324%	+$6.05M	0.39%	46
2026 Q1	$1.89M	Buy	19,754 +2,493	+14%	+$240K	0.11%	121
2025 Q4	$1.66M	Buy	17,261 +4,789	+38%	+$463K	0.1%	132
2025 Q3	$1.2M	Buy	12,472 +474	+4%	+$45.3K	0.07%	174
2025 Q2	$1.15M	Buy	11,998 +2,587	+27%	+$245K	0.08%	162
2025 Q1	$898K	Buy	9,411 +1,594	+20%	+$149K	0.07%	166
2024 Q4	$723K	Buy	7,817 +4,106	+111%	+$388K	0.06%	187
2024 Q3	$364K	Buy	3,711 +989	+36%	+$95.6K	0.03%	247
2024 Q2	$255K	Buy	+2,722	New	+$253K	0.03%	264

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 22.96% 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

Prosperity Capital Advisors's IEF Position: Q2 2026 in Review

Prosperity Capital Advisors increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 324% in Q2 2026, buying an estimated $6.05M and bringing the position to 83,668 shares worth $7.91M. The position accounts for 0.39% of the portfolio, ranked #46.

Prosperity Capital Advisors first reported a position in IEF in Q2 2024 and has held it in 9 quarters since. 1,136 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Prosperity Capital Advisors held 83,668 shares of iShares 7-10 Year Treasury Bond ETF worth $7.91M as of Q2 2026.
Prosperity Capital Advisors bought 63,914 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $6.05M.
iShares 7-10 Year Treasury Bond ETF made up 0.39% of Prosperity Capital Advisors's portfolio in Q2 2026, its #46 holding.
Prosperity Capital Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2024 and has held it in 9 quarters since.
1,136 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Prosperity Capital Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.