Schoolcraft Capital
IEF icon

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

Schoolcraft 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
Q3 		$28.4M Sell
318,482
-6,357
-2% -$588K 5.01% 8
2026
Q2 		$30.7M Buy
324,839
+9,921
+3% +$939K 5.46% 8
2026
Q1 		$30.1M Buy
314,918
+14,092
+5% +$1.36M 5.82% 8
2025
Q4 		$28.9M Buy
300,826
+4,847
+2% +$469K 5.62% 8
2025
Q3 		$28.5M Sell
295,979
-2,092
-0.7% -$200K 5.71% 7
2025
Q2 		$28.5M Sell
298,071
-32,626
-10% -$3.08M 5.82% 7
2025
Q1 		$31.5M Buy
330,697
+2,022
+0.6% +$189K 6.2% 6
2024
Q4 		$30.4M Buy
328,675
+4,331
+1% +$409K 6.34% 6
2024
Q3 		$31.8M Buy
324,344
+6,898
+2% +$667K 6.46% 6
2024
Q2 		$29.7M Buy
317,446
+27,744
+10% +$2.58M 6.38% 7
2024
Q1 		$27.4M Buy
289,702
+13,901
+5% +$1.32M 6.43% 6
2023
Q4 		$26.6M Buy
275,801
+4,351
+2% +$402K 6.71% 6
2023
Q3 		$24.9M Buy
271,450
+10,365
+4% +$978K 7.01% 6
2023
Q2 		$25.2M Buy
261,085
+4,807
+2% +$473K 6.92% 6
2023
Q1 		$25.4M Buy
256,278
+4,776
+2% +$467K 7.31% 5
2022
Q4 		$24.1M Buy
251,502
+12,433
+5% +$1.19M 7.41% 5
2022
Q3 		$22.9M Buy
+239,069
New +$24.3M 7.78% 6

Other funds holding IEF

Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
AIA Group
AIA Group Hong Kong $8.11B AUM 23.7% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Wealthcare Capital Management
Wealthcare Capital Management Richmond, Virginia $911M AUM 7.69% 1-Year Est. Return
Eastern Bank
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Greenleaf Trust
Greenleaf Trust Kalamazoo, Michigan $9.8B AUM 2.94% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
AAG
Avalon Advisory Group Wexford, Pennsylvania $266M AUM 7.19% 1-Year Est. Return

Schoolcraft Capital's IEF Position: Q3 2026 in Review

Schoolcraft Capital reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 2% in Q3 2026, selling an estimated $588K and leaving 318,482 shares worth $28.4M. The position accounts for 5.01% of the portfolio, ranked #8.

Schoolcraft Capital first reported a position in IEF in Q3 2022 and has held it in 17 quarters since. The position peaked at $31.8M in Q3 2024. 499 funds tracked by Wall St. Rank hold IEF as of Q3 2026.

  • Schoolcraft Capital held 318,482 shares of iShares 7-10 Year Treasury Bond ETF worth $28.4M as of Q3 2026.
  • Schoolcraft Capital sold 6,357 iShares 7-10 Year Treasury Bond ETF shares in Q3 2026, an estimated $588K.
  • iShares 7-10 Year Treasury Bond ETF made up 5.01% of Schoolcraft Capital's portfolio in Q3 2026, its #8 holding.
  • Schoolcraft Capital first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2022 and has held it in 17 quarters since.
  • Schoolcraft Capital's iShares 7-10 Year Treasury Bond ETF position peaked at $31.8M in Q3 2024.
  • 499 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2026.

Based on Schoolcraft Capital's 13F filing for Q3 2026, filed 14 Oct 2026.