Regatta Capital Group’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Regatta Capital Group’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	$3.11M	Buy	32,921 +10,018	+44%	+$948K	0.42%	39
2026 Q1	$2.19M	Buy	22,903 +994	+5%	+$95.6K	0.33%	53
2025 Q4	$2.11M	Buy	21,909 +243	+1%	+$23.5K	0.32%	57
2025 Q3	$2.09M	Buy	21,666 +496	+2%	+$47.4K	0.33%	56
2025 Q2	$2.03M	Buy	21,170 +1,937	+10%	+$183K	0.35%	51
2025 Q1	$1.83M	Buy	19,233 +763	+4%	+$71.4K	0.36%	53
2024 Q4	$1.71M	Buy	+18,470	New	+$1.75M	0.33%	54
2023 Q3	–	Sell	-8,087	Closed	-$781K	–	163
2023 Q2	$781K	Sell	8,087 -68,269	-89%	-$6.71M	0.25%	80
2023 Q1	$7.31M	Hold	76,356	–	–	2.6%	6
2022 Q4	$7.31M	Buy	+76,356	New	+$7.33M	2.6%	6

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

Regatta Capital Group's IEF Position: Q2 2026 in Review

Regatta Capital Group increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 44% in Q2 2026, buying an estimated $948K and bringing the position to 32,921 shares worth $3.11M. The position accounts for 0.42% of the portfolio, ranked #39.

Regatta Capital Group first reported a position in IEF in Q4 2022 and has held it in 10 quarters since. The position peaked at $7.31M in Q4 2022. 1,137 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Regatta Capital Group held 32,921 shares of iShares 7-10 Year Treasury Bond ETF worth $3.11M as of Q2 2026.
Regatta Capital Group bought 10,018 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $948K.
iShares 7-10 Year Treasury Bond ETF made up 0.42% of Regatta Capital Group's portfolio in Q2 2026, its #39 holding.
Regatta Capital Group first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2022 and has held it in 10 quarters since.
Regatta Capital Group's iShares 7-10 Year Treasury Bond ETF position peaked at $7.31M in Q4 2022.
1,137 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Regatta Capital Group's 13F filing for Q2 2026, filed 12 Aug 2026.