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

Strathmore Capital Advisors’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 Q1	$344K	Buy	3,595 +29	+0.8%	+$2.79K	0.1%	104
2025 Q4	$343K	Hold	3,566	–	–	0.11%	92
2025 Q3	$344K	Hold	3,566	–	–	0.14%	84
2025 Q2	$338K	Buy	+3,566	New	+$337K	0.15%	85

Other funds holding IEF

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Strathmore Capital Advisors's IEF Position: Q1 2026 in Review

Strathmore Capital Advisors increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 0.81% in Q1 2026, buying an estimated $2.79K and bringing the position to 3,595 shares worth $344K. The position accounts for 0.1% of the portfolio, ranked #104.

Strathmore Capital Advisors first reported a position in IEF in Q2 2025 and has held it in 4 quarters since. The position peaked at $344K in Q3 2025. 1,115 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

Strathmore Capital Advisors held 3,595 shares of iShares 7-10 Year Treasury Bond ETF worth $344K as of Q1 2026.
Strathmore Capital Advisors bought 29 iShares 7-10 Year Treasury Bond ETF shares in Q1 2026, an estimated $2.79K.
iShares 7-10 Year Treasury Bond ETF made up 0.1% of Strathmore Capital Advisors's portfolio in Q1 2026, its #104 holding.
Strathmore Capital Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2025 and has held it in 4 quarters since.
Strathmore Capital Advisors's iShares 7-10 Year Treasury Bond ETF position peaked at $344K in Q3 2025.
1,115 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2026.

Based on Strathmore Capital Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.