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

Verdence 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 Q1	$313K	Buy	3,276 +47	+1%	+$4.52K	0.02%	517
2025 Q4	$311K	Sell	3,229 -557	-15%	-$53.9K	0.02%	534
2025 Q3	$369K	Buy	3,786 +1,034	+38%	+$98.9K	0.02%	537
2025 Q2	$264K	Sell	2,752 -419	-13%	-$39.6K	0.02%	584
2025 Q1	$302K	Hold	3,171	–	–	0.02%	523
2024 Q4	$293K	Buy	3,171 +20	+0.6%	+$1.89K	0.02%	524
2024 Q3	$309K	Sell	3,151 -451	-13%	-$43.6K	0.02%	510
2024 Q2	$337K	Sell	3,602 -104	-3%	-$9.66K	0.03%	430
2024 Q1	$351K	Buy	3,706 +469	+14%	+$44.4K	0.03%	426
2023 Q4	$312K	Buy	3,237 +60	+2%	+$5.55K	0.03%	450
2023 Q3	$291K	Buy	3,177 +232	+8%	+$21.9K	0.03%	443
2023 Q2	$284K	Buy	2,945 +520	+21%	+$51.1K	0.03%	430
2023 Q1	$240K	Hold	2,425	–	–	0.03%	483
2022 Q4	$232K	Hold	2,425	–	–	0.03%	439
2022 Q3	$233K	Hold	2,425	–	–	0.03%	455
2022 Q2	$248K	Hold	2,425	–	–	0.03%	437
2022 Q1	$261K	Sell	2,425 -1,330	-35%	-$148K	0.03%	456
2021 Q4	$432K	Hold	3,755	–	–	0.05%	305
2021 Q3	$433K	Buy	3,755 +100	+3%	+$11.7K	0.06%	301
2021 Q2	$422K	Buy	3,655 +145	+4%	+$16.6K	0.06%	280
2021 Q1	$396K	Hold	3,510	–	–	0.07%	276
2020 Q4	$421K	Buy	3,510 +125	+4%	+$15K	0.08%	228
2020 Q3	$412K	Sell	3,385 -195	-5%	-$23.8K	0.09%	214
2020 Q2	$436K	Buy	3,580 +70	+2%	+$8.51K	0.11%	198
2020 Q1	$426K	Hold	3,510	–	–	0.13%	174
2019 Q4	$387K	Hold	3,510	–	–	0.09%	202
2019 Q3	$395K	Buy	3,510 +105	+3%	+$11.7K	0.11%	196
2019 Q2	$375K	Buy	3,405 +225	+7%	+$24.1K	0.11%	199
2019 Q1	$339K	Sell	3,180 -2,400	-43%	-$251K	0.09%	189
2018 Q4	$581K	Buy	5,580 +225	+4%	+$22.8K	0.16%	131
2018 Q3	$542K	Buy	5,355 +500	+10%	+$51K	0.13%	156
2018 Q2	$498K	Sell	4,855 -125	-3%	-$12.7K	0.12%	168
2018 Q1	$514K	Buy	4,980 +200	+4%	+$20.6K	0.12%	164
2017 Q4	$505K	Buy	+4,780	New	+$507K	0.12%	153

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

Verdence Capital Advisors's IEF Position: Q1 2026 in Review

Verdence Capital Advisors increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 1.5% in Q1 2026, buying an estimated $4.52K and bringing the position to 3,276 shares worth $313K. The position accounts for 0.02% of the portfolio, ranked #517.

Verdence Capital Advisors first reported a position in IEF in Q4 2017 and has held it in 34 quarters since. The position peaked at $581K in Q4 2018. 1,115 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

Verdence Capital Advisors held 3,276 shares of iShares 7-10 Year Treasury Bond ETF worth $313K as of Q1 2026.
Verdence Capital Advisors bought 47 iShares 7-10 Year Treasury Bond ETF shares in Q1 2026, an estimated $4.52K.
iShares 7-10 Year Treasury Bond ETF made up 0.02% of Verdence Capital Advisors's portfolio in Q1 2026, its #517 holding.
Verdence Capital Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2017 and has held it in 34 quarters since.
Verdence Capital Advisors's iShares 7-10 Year Treasury Bond ETF position peaked at $581K in Q4 2018.
1,115 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2026.

Based on Verdence Capital Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.