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

Stableford Capital II’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 		$509K Sell
5,385
-94,229
-95% -$8.92M 0.18% 129
2026
Q1 		$9.51M Buy
99,614
+16,458
+20% +$1.58M 3.53% 5
2025
Q4 		$8M Sell
83,156
-19,238
-19% -$1.86M 2.89% 6
2025
Q3 		$9.88M Buy
102,394
+4,765
+5% +$456K 3.57% 4
2025
Q2 		$9.25M Sell
97,629
-1,400
-1% -$132K 3.48% 7
2025
Q1 		$9.38M Buy
99,029
+68,532
+225% +$6.41M 3.97% 4
2024
Q4 		$2.82M Sell
30,497
-12,658
-29% -$1.2M 1.11% 22
2024
Q3 		$4.14M Buy
43,155
+1,588
+4% +$154K 1.65% 17
2024
Q2 		$3.96M Buy
+41,567
New +$3.86M 1.55% 14
2022
Q3 		– Sell
-74,511
Closed -$7.72M – 119
2022
Q2 		$7.72M Buy
+74,511
New +$7.65M 3.57% 6
2022
Q1 		– Sell
-75,128
Closed -$8.47M – 127
2021
Q4 		$8.47M Buy
75,128
+7,117
+10% +$818K 3.57% 5
2021
Q3 		$7.83M Sell
68,011
-1,039
-2% -$121K 3.97% 5
2021
Q2 		$7.97M Sell
69,050
-74
-0.1% -$8.47K 3.81% 5
2021
Q1 		$7.81M Sell
69,124
-107,741
-61% -$12.6M 3.95% 5
2020
Q4 		$21.2M Sell
176,865
-4,653
-3% -$560K 12.47% 1
2020
Q3 		$22.1M Buy
181,518
+3,324
+2% +$405K 15.06% 1
2020
Q2 		$21.7M Buy
178,194
+72,890
+69% +$8.86M 16.26% 1
2020
Q1 		$12.8M Sell
105,304
-32,203
-23% -$3.71M 8.84% 2
2019
Q4 		$15.2M Buy
137,507
+44
+0% +$4.91K 13.84% 1
2019
Q3 		$15.5M Buy
137,463
+29,743
+28% +$3.32M 14.51% 1
2019
Q2 		$11.9M Buy
107,720
+45,213
+72% +$4.85M 11.54% 1
2019
Q1 		$6.67M Buy
62,507
+28,145
+82% +$2.94M 5.55% 3
2018
Q4 		$3.58M Buy
+34,362
New +$3.48M 3.8% 3

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

Stableford Capital II's IEF Position: Q2 2026 in Review

Stableford Capital II reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 95% in Q2 2026, selling an estimated $8.92M and leaving 5,385 shares worth $509K. The position accounts for 0.18% of the portfolio, ranked #129.

Stableford Capital II first reported a position in IEF in Q4 2018 and has held it in 23 quarters since. The position peaked at $22.1M in Q3 2020. 1,137 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

  • Stableford Capital II held 5,385 shares of iShares 7-10 Year Treasury Bond ETF worth $509K as of Q2 2026.
  • Stableford Capital II sold 94,229 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $8.92M.
  • iShares 7-10 Year Treasury Bond ETF made up 0.18% of Stableford Capital II's portfolio in Q2 2026, its #129 holding.
  • Stableford Capital II first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2018 and has held it in 23 quarters since.
  • Stableford Capital II's iShares 7-10 Year Treasury Bond ETF position peaked at $22.1M in Q3 2020.
  • 1,137 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Stableford Capital II's 13F filing for Q2 2026, filed 6 Jul 2026.