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 Q2	$886K	Sell	9,370 -729	-7%	-$69K	0.05%	212
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 Camas, Washington $336B AUM 34.66% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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: Q2 2026 in Review

Verus Capital Partners reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 7.2% in Q2 2026, selling an estimated $69K and leaving 9,370 shares worth $886K. The position accounts for 0.05% of the portfolio, ranked #212.

Verus Capital Partners first reported a position in IEF in Q4 2019 and has held it in 20 quarters since. The position peaked at $3.31M in Q2 2022. 1,143 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Verus Capital Partners held 9,370 shares of iShares 7-10 Year Treasury Bond ETF worth $886K as of Q2 2026.
Verus Capital Partners sold 729 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $69K.
iShares 7-10 Year Treasury Bond ETF made up 0.05% of Verus Capital Partners's portfolio in Q2 2026, its #212 holding.
Verus Capital Partners first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2019 and has held it in 20 quarters since.
Verus Capital Partners's iShares 7-10 Year Treasury Bond ETF position peaked at $3.31M in Q2 2022.
1,143 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Verus Capital Partners's 13F filing for Q2 2026, filed 6 Aug 2026.