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

United Capital Financial 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 		$8.07M Sell
84,584
-7,455
-8% -$717K 0.05% 272
2025
Q4 		$8.85M Buy
92,039
+552
+0.6% +$53.4K 0.05% 265
2025
Q3 		$8.82M Sell
91,487
-1,895
-2% -$181K 0.06% 230
2025
Q2 		$8.94M Buy
93,382
+51,726
+124% +$4.89M 0.07% 214
2025
Q1 		$3.97M Buy
41,656
+37,482
+898% +$3.51M 0.03% 304
2024
Q4 		$386K Buy
4,174
+801
+24% +$75.7K ﹤0.01% 804
2024
Q3 		$331K Buy
3,373
+137
+4% +$13.2K ﹤0.01% 841
2024
Q2 		$303K Sell
3,236
-29,711
-90% -$2.76M ﹤0.01% 846
2024
Q1 		$3.12M Sell
32,947
-33,503
-50% -$3.18M 0.03% 348
2023
Q4 		$6.41M Buy
66,450
+29,428
+79% +$2.72M 0.05% 257
2023
Q3 		$3.39M Sell
37,022
-33,811
-48% -$3.19M 0.02% 350
2023
Q2 		$6.84M Sell
70,833
-29,716
-30% -$2.92M 0.04% 278
2023
Q1 		$9.97M Sell
100,549
-4,731
-4% -$462K 0.06% 238
2022
Q4 		$10.1M Sell
105,280
-1,904
-2% -$183K 0.06% 245
2022
Q3 		$10.3M Buy
107,184
+47,596
+80% +$4.83M 0.06% 237
2022
Q2 		$6.1M Buy
59,588
+52,532
+745% +$5.39M 0.03% 316
2022
Q1 		$758K Sell
7,056
-357
-5% -$39.6K ﹤0.01% 733
2021
Q4 		$853K Sell
7,413
-2,162
-23% -$249K ﹤0.01% 717
2021
Q3 		$1.1M Buy
9,575
+498
+5% +$58.2K 0.01% 651
2021
Q2 		$1.05M Sell
9,077
-16,139
-64% -$1.85M 0.01% 686
2021
Q1 		$2.85M Sell
25,216
-748
-3% -$87.1K 0.02% 444
2020
Q4 		$3.11M Sell
25,964
-18,703
-42% -$2.25M 0.02% 425
2020
Q3 		$5.44M Sell
44,667
-49,149
-52% -$6M 0.04% 330
2020
Q2 		$11.4M Buy
93,816
+2,910
+3% +$354K 0.08% 232
2020
Q1 		$11M Buy
90,906
+61,949
+214% +$7.13M 0.09% 220
2019
Q4 		$3.19M Sell
28,957
-54,280
-65% -$6.05M 0.02% 503
2019
Q3 		$9.36M Buy
83,237
+21,912
+36% +$2.44M 0.07% 300
2019
Q2 		$6.75M Sell
61,325
-34,086
-36% -$3.65M 0.04% 362
2019
Q1 		$10.2M Sell
95,411
-628,219
-87% -$65.7M 0.07% 293
2018
Q4 		$75.4M Buy
723,630
+632,774
+696% +$64.1M 0.6% 27
2018
Q3 		$9.19M Sell
90,856
-198,594
-69% -$20.3M 0.06% 315
2018
Q2 		$29.7M Buy
289,450
+192,946
+200% +$19.7M 0.22% 106
2018
Q1 		$9.96M Sell
96,504
-120,388
-56% -$12.4M 0.08% 294
2017
Q4 		$22.9M Buy
216,892
+27,464
+14% +$2.91M 0.18% 128
2017
Q3 		$20.2M Sell
189,428
-11,538
-6% -$1.24M 0.17% 136
2017
Q2 		$21.4M Buy
200,966
+35,373
+21% +$3.78M 0.19% 121
2017
Q1 		$17.5M Sell
165,593
-10,996
-6% -$1.15M 0.16% 144
2016
Q4 		$18.5M Sell
176,589
-35,898
-17% -$3.86M 0.18% 122
2016
Q3 		$23.8M Buy
212,487
+121,167
+133% +$13.6M 0.23% 97
2016
Q2 		$10.3M Sell
91,320
-12,317
-12% -$1.36M 0.11% 220
2016
Q1 		$11.4M Buy
103,637
+71,761
+225% +$7.83M 0.13% 171
2015
Q4 		$3.37M Sell
31,876
-989,201
-97% -$105M 0.04% 431
2015
Q3 		$110M Buy
1,021,077
+986,368
+2,842% +$105M 1.32% 9
2015
Q2 		$3.65M Sell
34,709
-25,448
-42% -$2.71M 0.04% 430
2015
Q1 		$6.47M Buy
60,157
+18,307
+44% +$1.98M 0.08% 295
2014
Q4 		$4.44M Sell
41,850
-4,971
-11% -$524K 0.07% 274
2014
Q3 		$4.85M Buy
+46,821
New +$4.85M 0.08% 261
2014
Q2 		– Sell
-2,744
Closed -$279K – 864
2014
Q1 		$279K Buy
2,744
+109
+4% +$11.1K 0.01% 795
2013
Q4 		$261K Sell
2,635
-14,918
-85% -$1.51M 0.01% 555
2013
Q3 		$1.79M Sell
17,553
-207,063
-92% -$20.9M 0.06% 269
2013
Q2 		$23M Buy
+224,616
New +$23.9M 0.61% 39

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

United Capital Financial Advisors's IEF Position: Q1 2026 in Review

United Capital Financial Advisors reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 8.1% in Q1 2026, selling an estimated $717K and leaving 84,584 shares worth $8.07M. The position accounts for 0.05% of the portfolio, ranked #272.

United Capital Financial Advisors first reported a position in IEF in Q2 2013 and has held it in 51 quarters since. The position peaked at $110M in Q3 2015. 1,115 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

  • United Capital Financial Advisors held 84,584 shares of iShares 7-10 Year Treasury Bond ETF worth $8.07M as of Q1 2026.
  • United Capital Financial Advisors sold 7,455 iShares 7-10 Year Treasury Bond ETF shares in Q1 2026, an estimated $717K.
  • iShares 7-10 Year Treasury Bond ETF made up 0.05% of United Capital Financial Advisors's portfolio in Q1 2026, its #272 holding.
  • United Capital Financial Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2013 and has held it in 51 quarters since.
  • United Capital Financial Advisors's iShares 7-10 Year Treasury Bond ETF position peaked at $110M in Q3 2015.
  • 1,115 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.