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 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

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

Schoolcraft Capital's IEF Position: Q2 2026 in Review

Schoolcraft Capital increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 3.2% in Q2 2026, buying an estimated $939K and bringing the position to 324,839 shares worth $30.7M. The position accounts for 5.46% of the portfolio, ranked #8.

Schoolcraft Capital first reported a position in IEF in Q3 2022 and has held it in 16 quarters since. The position peaked at $31.8M in Q3 2024. 1,142 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Schoolcraft Capital held 324,839 shares of iShares 7-10 Year Treasury Bond ETF worth $30.7M as of Q2 2026.
Schoolcraft Capital bought 9,921 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $939K.
iShares 7-10 Year Treasury Bond ETF made up 5.46% of Schoolcraft Capital's portfolio in Q2 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 16 quarters since.
Schoolcraft Capital's iShares 7-10 Year Treasury Bond ETF position peaked at $31.8M in Q3 2024.
1,142 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Schoolcraft Capital's 13F filing for Q2 2026, filed 11 Aug 2026.