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

Tran Capital Management’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	$400K	Buy	4,230 +780	+23%	+$73.8K	0.05%	56
2026 Q1	$329K	Hold	3,450	–	–	0.05%	64
2025 Q4	$332K	Hold	3,450	–	–	0.04%	62
2025 Q3	$333K	Hold	3,450	–	–	0.04%	62
2025 Q2	$330K	Hold	3,450	–	–	0.04%	60
2025 Q1	$329K	Hold	3,450	–	–	0.04%	59
2024 Q4	$319K	Hold	3,450	–	–	0.04%	57
2024 Q3	$339K	Hold	3,450	–	–	0.04%	57
2024 Q2	$323K	Buy	+3,450	New	+$321K	0.04%	48

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

Tran Capital Management's IEF Position: Q2 2026 in Review

Tran Capital Management increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 23% in Q2 2026, buying an estimated $73.8K and bringing the position to 4,230 shares worth $400K. The position accounts for 0.05% of the portfolio, ranked #56.

Tran Capital Management first reported a position in IEF in Q2 2024 and has held it in 9 quarters since. 1,136 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Tran Capital Management held 4,230 shares of iShares 7-10 Year Treasury Bond ETF worth $400K as of Q2 2026.
Tran Capital Management bought 780 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $73.8K.
iShares 7-10 Year Treasury Bond ETF made up 0.05% of Tran Capital Management's portfolio in Q2 2026, its #56 holding.
Tran Capital Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2024 and has held it in 9 quarters since.
1,136 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Tran Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.