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Verus Capital Partners’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Verus Capital Partners’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 		$964K Buy
10,099
+776
+8% +$74.6K 0.07% 175
2025
Q4 		$896K Buy
9,323
+1,199
+15% +$116K 0.06% 178
2025
Q3 		$784K Sell
8,124
-1,030
-11% -$98.5K 0.06% 175
2025
Q2 		$877K Sell
9,154
-484
-5% -$45.8K 0.08% 149
2025
Q1 		$919K Sell
9,638
-634
-6% -$59.3K 0.09% 142
2024
Q4 		$920K Sell
10,272
-941
-8% -$88.9K 0.09% 137
2024
Q3 		$1.1M Sell
11,213
-7,088
-39% -$685K 0.11% 119
2024
Q2 		$1.71M Sell
18,301
-494
-3% -$45.9K 0.18% 83
2024
Q1 		$1.78M Sell
18,795
-4,549
-19% -$431K 0.2% 75
2023
Q4 		$2.25M Sell
23,344
-8,659
-27% -$801K 0.28% 57
2023
Q3 		$2.93M Buy
32,003
+607
+2% +$57.3K 0.41% 39
2023
Q2 		$3.03M Sell
31,396
-1,083
-3% -$106K 0.43% 39
2023
Q1 		$3.22M Sell
32,479
-606
-2% -$59.2K 0.5% 31
2022
Q4 		$3.17M Buy
33,085
+442
+1% +$42.4K 0.59% 32
2022
Q3 		$3.13M Buy
32,643
+278
+0.9% +$28.2K 0.59% 29
2022
Q2 		$3.31M Buy
32,365
+3,366
+12% +$345K 0.65% 28
2022
Q1 		$2.94M Buy
+28,999
New +$3.22M 0.46% 35
2020
Q1 		$1.16M Buy
9,568
+4,708
+97% +$542K 0.37% 48
2019
Q4 		$536K Buy
+4,860
New +$542K 0.18% 97

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

Verus Capital Partners's IEF Position: Q1 2026 in Review

Verus Capital Partners increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 8.3% in Q1 2026, buying an estimated $74.6K and bringing the position to 10,099 shares worth $964K. The position accounts for 0.07% of the portfolio, ranked #175.

Verus Capital Partners first reported a position in IEF in Q4 2019 and has held it in 19 quarters since. The position peaked at $3.31M in Q2 2022. 1,115 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

  • Verus Capital Partners held 10,099 shares of iShares 7-10 Year Treasury Bond ETF worth $964K as of Q1 2026.
  • Verus Capital Partners bought 776 iShares 7-10 Year Treasury Bond ETF shares in Q1 2026, an estimated $74.6K.
  • iShares 7-10 Year Treasury Bond ETF made up 0.07% of Verus Capital Partners's portfolio in Q1 2026, its #175 holding.
  • Verus Capital Partners first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2019 and has held it in 19 quarters since.
  • Verus Capital Partners's iShares 7-10 Year Treasury Bond ETF position peaked at $3.31M in Q2 2022.
  • 1,115 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2026.

Based on Verus Capital Partners's 13F filing for Q1 2026, filed 22 May 2026.