CCMRI
IEF icon

Core Capital Management & Research, inc.’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Core Capital Management & Research, inc.’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 		$3.18M Buy
+34,222
New +$3.24M 1.67% 20

Other funds holding IEF

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Raymond James Financial
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

Core Capital Management & Research, inc.'s IEF Position: Q2 2026 in Review

Core Capital Management & Research, inc. opened a new position in iShares 7-10 Year Treasury Bond ETF (IEF) in Q2 2026: 34,222 shares worth $3.18M. The stake represents 1.67% of the portfolio and ranks #20 among its holdings.

1,139 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

  • Core Capital Management & Research, inc. held 34,222 shares of iShares 7-10 Year Treasury Bond ETF worth $3.18M as of Q2 2026.
  • iShares 7-10 Year Treasury Bond ETF was a new Core Capital Management & Research, inc. position in Q2 2026.
  • iShares 7-10 Year Treasury Bond ETF made up 1.67% of Core Capital Management & Research, inc.'s portfolio in Q2 2026, its #20 holding.
  • 1,139 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Core Capital Management & Research, inc.'s 13F filing for Q2 2026, filed 9 Sep 2026.