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

Transcend 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 Q2	$307K	Buy	+3,244	New	+$307K	0.02%	615
2026 Q1	–	Sell	-3,006	Closed	-$289K	–	749
2025 Q4	$289K	Sell	3,006 -19,059	-86%	-$1.84M	0.02%	528
2025 Q3	$2.13M	Buy	22,065 +2,648	+14%	+$253K	0.15%	141
2025 Q2	$1.86M	Sell	19,417 -1,908	-9%	-$180K	0.14%	153
2025 Q1	$2.03M	Sell	21,325 -906	-4%	-$84.8K	0.15%	161
2024 Q4	$2.06M	Sell	22,231 -12,597	-36%	-$1.19M	0.15%	155
2024 Q3	$3.42M	Sell	34,828 -299	-0.9%	-$28.9K	0.23%	113
2024 Q2	$3.29M	Buy	35,127 +1,576	+5%	+$146K	0.24%	104
2024 Q1	$3.18M	Buy	33,551 +11,007	+49%	+$1.04M	0.25%	93
2023 Q4	$2.17M	Buy	22,544 +12,004	+114%	+$1.11M	0.19%	123
2023 Q3	$965K	Sell	10,540 -8,868	-46%	-$836K	0.09%	215
2023 Q2	$1.87M	Buy	19,408 +16,802	+645%	+$1.65M	0.18%	130
2023 Q1	$258K	Sell	2,606 -22,503	-90%	-$2.2M	0.03%	389
2022 Q4	$2.4M	Sell	25,109 -5,439	-18%	-$522K	0.26%	98
2022 Q3	$2.93M	Sell	30,548 -1,804	-6%	-$183K	0.32%	77
2022 Q2	$3.31M	Buy	32,352 +1,331	+4%	+$137K	0.34%	75
2022 Q1	$3.33M	Buy	31,021 +1,601	+5%	+$178K	0.3%	85
2021 Q4	$3.38M	Sell	29,420 -20	-0.1%	-$2.3K	0.3%	87
2021 Q3	$3.36M	Sell	29,440 -928	-3%	-$109K	0.3%	86
2021 Q2	$3.51M	Buy	30,368 +561	+2%	+$64.2K	0.5%	53
2021 Q1	$3.37M	Sell	29,807 -2,506	-8%	-$292K	0.4%	65
2020 Q4	$3.88M	Buy	32,313 +27,741	+607%	+$3.34M	0.51%	47
2020 Q3	$557K	Buy	+4,572	New	+$558K	0.1%	166

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

Transcend Capital Advisors's IEF Position: Q2 2026 in Review

Transcend Capital Advisors opened a new position in iShares 7-10 Year Treasury Bond ETF (IEF) in Q2 2026: 3,244 shares worth $307K. The stake represents 0.02% of the portfolio and ranks #615 among its holdings. This is a return to the name: Transcend Capital Advisors previously reported a position in IEF as recently as Q4 2025.

Transcend Capital Advisors first reported a position in IEF in Q3 2020 and has held it in 23 quarters since. The position peaked at $3.88M in Q4 2020. 1,138 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Transcend Capital Advisors held 3,244 shares of iShares 7-10 Year Treasury Bond ETF worth $307K as of Q2 2026.
iShares 7-10 Year Treasury Bond ETF was a new Transcend Capital Advisors position in Q2 2026.
iShares 7-10 Year Treasury Bond ETF made up 0.02% of Transcend Capital Advisors's portfolio in Q2 2026, its #615 holding.
Transcend Capital Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2020 and has held it in 23 quarters since.
Transcend Capital Advisors's iShares 7-10 Year Treasury Bond ETF position peaked at $3.88M in Q4 2020.
1,138 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Transcend Capital Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.