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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
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
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Raymond James Financial
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

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

Transcend Capital Advisors sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q1 2026, closing a stake of 3,006 shares — an estimated $289K sold.

Transcend Capital Advisors first reported a position in IEF in Q3 2020 and held it in 22 quarters. The position peaked at $3.88M in Q4 2020. 1,115 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

  • Transcend Capital Advisors reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Transcend Capital Advisors sold 3,006 iShares 7-10 Year Treasury Bond ETF shares in Q1 2026, an estimated $289K.
  • Transcend Capital Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2020 and held it in 22 quarters.
  • Transcend Capital Advisors's iShares 7-10 Year Treasury Bond ETF position peaked at $3.88M in Q4 2020.
  • 1,115 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2026.

Based on Transcend Capital Advisors's 13F filing for Q1 2026, filed 13 May 2026.