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

Triumph 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 		$532K Buy
5,625
+2,745
+95% +$260K 0.1% 208
2026
Q1 		$275K Sell
2,880
-1,033
-26% -$99.4K 0.06% 286
2025
Q4 		$376K Buy
+3,913
New +$379K 0.08% 215

Other funds holding IEF

BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
M
MATAURO New York $756M AUM 20.74% 1-Year Est. Return
CIM
CenturyLink Investment Management Denver, Colorado $129M AUM 11.15% 1-Year Est. Return
RBCM
Raub Brock Capital Management Larkspur, California $363M AUM 12.74% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

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

Triumph Capital Management increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 95% in Q2 2026, buying an estimated $260K and bringing the position to 5,625 shares worth $532K. The position accounts for 0.1% of the portfolio, ranked #208.

Triumph Capital Management first reported a position in IEF in Q4 2025 and has held it in 3 quarters since. 259 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

  • Triumph Capital Management held 5,625 shares of iShares 7-10 Year Treasury Bond ETF worth $532K as of Q2 2026.
  • Triumph Capital Management bought 2,745 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $260K.
  • iShares 7-10 Year Treasury Bond ETF made up 0.1% of Triumph Capital Management's portfolio in Q2 2026, its #208 holding.
  • Triumph Capital Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 259 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.