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Quadcap Wealth Management’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Quadcap Wealth Management’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 		$626K Hold
6,620
– – 0.06% 246
2026
Q1 		$632K Buy
6,620
+412
+7% +$39.6K 0.07% 227
2025
Q4 		$597K Buy
6,208
+95
+2% +$9.19K 0.07% 234
2025
Q3 		$590K Sell
6,113
-1,402
-19% -$134K 0.07% 237
2025
Q2 		$720K Sell
7,515
-91
-1% -$8.6K 0.09% 193
2025
Q1 		$725K Buy
7,606
+1,323
+21% +$124K 0.11% 186
2024
Q4 		$581K Sell
6,283
-333
-5% -$31.5K 0.09% 218
2024
Q3 		$649K Buy
6,616
+200
+3% +$19.3K 0.1% 207
2024
Q2 		$601K Hold
6,416
– – 0.11% 208
2024
Q1 		$607K Sell
6,416
-384
-6% -$36.4K 0.14% 178
2023
Q4 		$655K Buy
+6,800
New +$629K 0.17% 159

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

Quadcap Wealth Management's IEF Position: Q2 2026 in Review

Quadcap Wealth Management held its iShares 7-10 Year Treasury Bond ETF (IEF) position steady in Q2 2026 at 6,620 shares worth $626K. The position accounts for 0.06% of the portfolio, ranked #246.

Quadcap Wealth Management first reported a position in IEF in Q4 2023 and has held it in 11 quarters since. The position peaked at $725K in Q1 2025. 1,136 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

  • Quadcap Wealth Management held 6,620 shares of iShares 7-10 Year Treasury Bond ETF worth $626K as of Q2 2026.
  • Quadcap Wealth Management left its iShares 7-10 Year Treasury Bond ETF share count unchanged in Q2 2026.
  • iShares 7-10 Year Treasury Bond ETF made up 0.06% of Quadcap Wealth Management's portfolio in Q2 2026, its #246 holding.
  • Quadcap Wealth Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • Quadcap Wealth Management's iShares 7-10 Year Treasury Bond ETF position peaked at $725K in Q1 2025.
  • 1,136 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Quadcap Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.