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

Two West 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	$862K	Buy	9,212 +537	+6%	+$50.8K	0.43%	45
2026 Q1	$822K	Buy	8,675 +2,052	+31%	+$197K	0.44%	45
2025 Q4	$637K	Buy	6,623 +702	+12%	+$67.9K	0.37%	49
2025 Q3	$577K	Buy	5,921 +67	+1%	+$6.41K	0.35%	49
2025 Q2	$555K	Buy	+5,854	New	+$554K	0.36%	46

Other funds holding IEF

BTI

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

Peavine Capital Reno, Nevada $472M AUM 9.2% 1-Year Est. Return

WCM

Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MSCM

McElhenny Sheffield Capital Management Dallas, Texas $404M AUM 19.8% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

MATAURO New York $756M AUM 20.74% 1-Year Est. Return

Two West Capital Advisors's IEF Position: Q2 2026 in Review

Two West Capital Advisors increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 6.2% in Q2 2026, buying an estimated $50.8K and bringing the position to 9,212 shares worth $862K. The position accounts for 0.43% of the portfolio, ranked #45.

Two West Capital Advisors first reported a position in IEF in Q2 2025 and has held it in 5 quarters since. 372 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Two West Capital Advisors held 9,212 shares of iShares 7-10 Year Treasury Bond ETF worth $862K as of Q2 2026.
Two West Capital Advisors bought 537 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $50.8K.
iShares 7-10 Year Treasury Bond ETF made up 0.43% of Two West Capital Advisors's portfolio in Q2 2026, its #45 holding.
Two West Capital Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2025 and has held it in 5 quarters since.
372 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Two West Capital Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.