U.S. Capital Wealth Advisors’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

U.S. Capital Wealth 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	$17.8M	Buy	186,072 +14,420	+8%	+$1.39M	0.45%	45
2025 Q4	$16.5M	Sell	171,652 -1,885	-1%	-$182K	0.43%	50
2025 Q3	$16.7M	Buy	173,537 +391	+0.2%	+$37.4K	0.45%	47
2025 Q2	$16.6M	Sell	173,146 -537	-0.3%	-$50.8K	0.48%	46
2025 Q1	$16.6M	Sell	173,683 -4,760	-3%	-$445K	0.51%	44
2024 Q4	$16.5M	Sell	178,443 -289	-0.2%	-$27.3K	0.51%	39
2024 Q3	$17.5M	Buy	178,732 +2,997	+2%	+$290K	0.62%	28
2024 Q2	$16.5M	Buy	175,735 +80,946	+85%	+$7.52M	0.62%	30
2024 Q1	$8.97M	Sell	94,789 -17,335	-15%	-$1.64M	0.35%	65
2023 Q4	$10.8M	Buy	112,124 +89,447	+394%	+$8.27M	0.43%	53
2023 Q3	$2.08M	Sell	22,677 -127	-0.6%	-$12K	0.09%	190
2023 Q2	$2.2M	Buy	22,804 +1,989	+10%	+$196K	0.1%	192
2023 Q1	$2.06M	Buy	20,815 +4,648	+29%	+$454K	0.1%	202
2022 Q4	$1.55M	Sell	16,167 -24,565	-60%	-$2.36M	0.07%	253
2022 Q3	$3.91M	Buy	+40,732	New	+$4.13M	0.2%	114

Other funds holding IEF

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

U.S. Capital Wealth Advisors's IEF Position: Q1 2026 in Review

U.S. Capital Wealth Advisors increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 8.4% in Q1 2026, buying an estimated $1.39M and bringing the position to 186,072 shares worth $17.8M. The position accounts for 0.45% of the portfolio, ranked #45.

U.S. Capital Wealth Advisors first reported a position in IEF in Q3 2022 and has held it in 15 quarters since. 1,115 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

U.S. Capital Wealth Advisors held 186,072 shares of iShares 7-10 Year Treasury Bond ETF worth $17.8M as of Q1 2026.
U.S. Capital Wealth Advisors bought 14,420 iShares 7-10 Year Treasury Bond ETF shares in Q1 2026, an estimated $1.39M.
iShares 7-10 Year Treasury Bond ETF made up 0.45% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #45 holding.
U.S. Capital Wealth Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2022 and has held it in 15 quarters since.
1,115 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.