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

Vanguard 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 Q2	$213K	Buy	2,253 +22	+1%	+$2.08K	0.14%	118
2026 Q1	$213K	Sell	2,231 -2,253	-50%	-$217K	0.2%	102
2025 Q4	$431K	Sell	4,484 -244	-5%	-$23.6K	0.34%	60
2025 Q3	$456K	Buy	4,728 +46	+1%	+$4.4K	0.36%	65
2025 Q2	$448K	Buy	4,682 +44	+0.9%	+$4.16K	0.44%	53
2025 Q1	$442K	Buy	4,638 +29	+0.6%	+$2.71K	0.54%	42
2024 Q4	$426K	Sell	4,609 -112	-2%	-$10.6K	0.46%	49
2024 Q3	$463K	Sell	4,721 -489	-9%	-$47.3K	0.49%	51
2024 Q2	$488K	Sell	5,210 -221	-4%	-$20.5K	0.33%	64
2024 Q1	$514K	Buy	5,431 +28	+0.5%	+$2.65K	0.36%	61
2023 Q4	$521K	Buy	5,403 +26	+0.5%	+$2.4K	0.42%	55
2023 Q3	$492K	Buy	5,377 +28	+0.5%	+$2.64K	0.46%	56
2023 Q2	$517K	Buy	5,349 +22	+0.4%	+$2.16K	0.47%	49
2023 Q1	$528K	Buy	5,327 +1,023	+24%	+$100K	0.53%	50
2022 Q4	$412K	Sell	4,304 -407	-9%	-$39.1K	0.48%	54
2022 Q3	$453K	Sell	4,711 -89	-2%	-$9.03K	0.55%	51
2022 Q2	$491K	Sell	4,800 -144	-3%	-$14.8K	0.55%	48
2022 Q1	$531K	Sell	4,944 -1,051	-18%	-$117K	0.38%	66
2021 Q4	$689K	Sell	5,995 -450	-7%	-$51.7K	0.5%	51
2021 Q3	$743	Buy	+6,445	New	+$754K	0.5%	48
2019 Q4	$426K	Sell	3,873 -1,354	-26%	-$151K	0.45%	68
2019 Q3	$587K	Sell	5,227 -3,500	-40%	-$390K	0.68%	43
2019 Q2	$960K	Buy	8,727 +909	+12%	+$97.4K	1.16%	23
2019 Q1	$833K	Buy	7,818 +4,313	+123%	+$451K	1.05%	27
2018 Q4	$365K	Buy	+3,505	New	+$355K	0.54%	58
2018 Q3	–	Sell	-7,349	Closed	-$753K	–	130
2018 Q2	$753K	Buy	7,349 +113	+2%	+$11.5K	1%	31
2018 Q1	$745K	Buy	+7,236	New	+$745K	0.98%	30

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

Vanguard Capital Wealth Advisors's IEF Position: Q2 2026 in Review

Vanguard Capital Wealth Advisors increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 0.99% in Q2 2026, buying an estimated $2.08K and bringing the position to 2,253 shares worth $213K. The position accounts for 0.14% of the portfolio, ranked #118.

Vanguard Capital Wealth Advisors first reported a position in IEF in Q1 2018 and has held it in 27 quarters since. The position peaked at $960K in Q2 2019. 372 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Vanguard Capital Wealth Advisors held 2,253 shares of iShares 7-10 Year Treasury Bond ETF worth $213K as of Q2 2026.
Vanguard Capital Wealth Advisors bought 22 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $2.08K.
iShares 7-10 Year Treasury Bond ETF made up 0.14% of Vanguard Capital Wealth Advisors's portfolio in Q2 2026, its #118 holding.
Vanguard Capital Wealth Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2018 and has held it in 27 quarters since.
Vanguard Capital Wealth Advisors's iShares 7-10 Year Treasury Bond ETF position peaked at $960K in Q2 2019.
372 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Vanguard Capital Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.