Versant Capital Management’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Versant Capital Management’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	$21.1K	Hold	223	–	–	﹤0.01%	1896
2026 Q1	$21.3K	Hold	223	–	–	﹤0.01%	1789
2025 Q4	$21.4K	Sell	223 -866	-80%	-$83.8K	﹤0.01%	1598
2025 Q3	$105K	Buy	1,089 +866	+388%	+$82.8K	0.01%	688
2025 Q2	$21.4K	Hold	223	–	–	﹤0.01%	1491
2025 Q1	$21.3K	Hold	223	–	–	﹤0.01%	1316
2024 Q4	$20.6K	Hold	223	–	–	﹤0.01%	1021
2024 Q3	$21.9K	Sell	223 -177	-44%	-$17.1K	0.01%	775
2024 Q2	$37.5K	Hold	400	–	–	0.01%	487
2024 Q1	$37.9K	Buy	+400	New	+$37.9K	0.01%	331
2021 Q2	–	Sell	-6	Closed	-$1K	–	1513
2021 Q1	$1K	Hold	6	–	–	﹤0.01%	1369
2020 Q4	$0	Hold	6	–	–	﹤0.01%	1423
2020 Q3	$0	Hold	6	–	–	﹤0.01%	1388
2020 Q2	$0	Hold	6	–	–	﹤0.01%	1409
2020 Q1	$0	Buy	+6	New	+$691	﹤0.01%	1471
2016 Q3	–	Sell	-1,536	Closed	-$173K	–	1422
2016 Q2	$173K	Buy	+1,536	New	+$170K	0.1%	79

Other funds holding IEF

WCM

Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

CIM

CenturyLink Investment Management Denver, Colorado $129M AUM 11.15% 1-Year Est. Return

RBCM

Raub Brock Capital Management Larkspur, California $363M AUM 12.74% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

TCM

Twele Capital Management Minnetonka, Minnesota $612M AUM 13.62% 1-Year Est. Return

PFM

Patton Fund Management Dallas, Texas $462M AUM 72.68% 1-Year Est. Return

GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return

Versant Capital Management's IEF Position: Q2 2026 in Review

Versant Capital Management held its iShares 7-10 Year Treasury Bond ETF (IEF) position steady in Q2 2026 at 223 shares worth $21.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1896.

Versant Capital Management first reported a position in IEF in Q2 2016 and has held it in 16 quarters since. The position peaked at $173K in Q2 2016. 230 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Versant Capital Management held 223 shares of iShares 7-10 Year Treasury Bond ETF worth $21.1K as of Q2 2026.
Versant Capital Management left its iShares 7-10 Year Treasury Bond ETF share count unchanged in Q2 2026.
iShares 7-10 Year Treasury Bond ETF made up ﹤0.01% of Versant Capital Management's portfolio in Q2 2026, its #1896 holding.
Versant Capital Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2016 and has held it in 16 quarters since.
Versant Capital Management's iShares 7-10 Year Treasury Bond ETF position peaked at $173K in Q2 2016.
230 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Versant Capital Management's 13F filing for Q2 2026, filed 2 Jul 2026.