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

Sapient Capital’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	$573K	Sell	6,054 -201	-3%	-$19K	0.01%	254
2026 Q1	$597K	Sell	6,255 -327	-5%	-$31.5K	0.01%	249
2025 Q4	$635K	Sell	6,582 -269	-4%	-$26K	0.01%	239
2025 Q3	$661K	Sell	6,851 -422	-6%	-$40.3K	0.01%	233
2025 Q2	$697K	Sell	7,273 -28	-0.4%	-$2.65K	0.01%	223
2025 Q1	$696K	Buy	7,301 +1,042	+17%	+$97.5K	0.01%	222
2024 Q4	$579K	Hold	6,259	–	–	0.01%	229
2024 Q3	$614K	Sell	6,259 -768	-11%	-$74.2K	0.01%	234
2024 Q2	$658K	Buy	7,027 +1,217	+21%	+$113K	0.01%	210
2024 Q1	$550K	Buy	5,810 +1,978	+52%	+$187K	0.01%	237
2023 Q4	$369K	Buy	+3,832	New	+$354K	0.01%	259

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

Sapient Capital's IEF Position: Q2 2026 in Review

Sapient Capital reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 3.2% in Q2 2026, selling an estimated $19K and leaving 6,054 shares worth $573K. The position accounts for 0.01% of the portfolio, ranked #254.

Sapient Capital first reported a position in IEF in Q4 2023 and has held it in 11 quarters since. The position peaked at $697K in Q2 2025. 1,136 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Sapient Capital held 6,054 shares of iShares 7-10 Year Treasury Bond ETF worth $573K as of Q2 2026.
Sapient Capital sold 201 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $19K.
iShares 7-10 Year Treasury Bond ETF made up 0.01% of Sapient Capital's portfolio in Q2 2026, its #254 holding.
Sapient Capital first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2023 and has held it in 11 quarters since.
Sapient Capital's iShares 7-10 Year Treasury Bond ETF position peaked at $697K in Q2 2025.
1,136 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Sapient Capital's 13F filing for Q2 2026, filed 9 Jul 2026.