Verdence Capital Advisors’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $361K | Buy |
3,820
+544
| +17% | +$51.5K | 0.02% | 508 |
|
|
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
BTI
Verdence Capital Advisors's IEF Position: Q2 2026 in Review
Verdence Capital Advisors increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 17% in Q2 2026, buying an estimated $51.5K and bringing the position to 3,820 shares worth $361K. The position accounts for 0.02% of the portfolio, ranked #508.
Verdence Capital Advisors first reported a position in IEF in Q4 2017 and has held it in 35 quarters since. The position peaked at $581K in Q4 2018. 1,138 funds tracked by Wall St. Rank hold IEF as of Q2 2026.
- Verdence Capital Advisors held 3,820 shares of iShares 7-10 Year Treasury Bond ETF worth $361K as of Q2 2026.
- Verdence Capital Advisors bought 544 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $51.5K.
- iShares 7-10 Year Treasury Bond ETF made up 0.02% of Verdence Capital Advisors's portfolio in Q2 2026, its #508 holding.
- Verdence Capital Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2017 and has held it in 35 quarters since.
- Verdence Capital Advisors's iShares 7-10 Year Treasury Bond ETF position peaked at $581K in Q4 2018.
- 1,138 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.
Based on Verdence Capital Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.