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

Virtue 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	$39.7M	Buy	419,798 +120,421	+40%	+$11.4M	5.3%	2
2026 Q1	$28.5M	Buy	299,377 +11,382	+4%	+$1.09M	4.34%	4
2025 Q4	$27.7M	Buy	287,995 +284,533	+8,219%	+$27.5M	4.26%	6
2025 Q3	$2.32M	Sell	3,462 -254,838	-99%	-$24.4M	0.37%	47
2025 Q2	$24.7M	Sell	258,300 -197,069	-43%	-$18.6M	4.55%	6
2025 Q1	$43.4M	Buy	455,369 +235,008	+107%	+$22M	5.08%	1
2024 Q4	$20.4M	Buy	220,361 +206,498	+1,490%	+$19.5M	4.1%	3
2024 Q3	$1.36M	Buy	13,863 +43	+0.3%	+$4.16K	0.27%	59
2024 Q2	$1.31M	Sell	13,820 -1,957	-12%	-$182K	0.22%	78
2024 Q1	$1.46M	Sell	15,777 -7,228	-31%	-$685K	0.26%	70
2023 Q4	$2.2M	Sell	23,005 -2,794	-11%	-$258K	0.44%	43
2023 Q3	$2.46M	Hold	25,799	–	–	0.42%	47
2023 Q2	$2.46M	Buy	25,799 +22,209	+619%	+$2.18M	0.42%	47
2023 Q1	$358K	Buy	+3,590	New	+$351K	0.06%	274
2022 Q3	–	Sell	-41,157	Closed	-$4.21M	–	282
2022 Q2	$4.21M	Sell	41,157 -14,727	-26%	-$1.51M	0.66%	13
2022 Q1	$6.01M	Buy	55,884 +30,604	+121%	+$3.4M	0.95%	18
2021 Q4	$2.91M	Sell	25,280 -8,631	-25%	-$992K	0.43%	51
2021 Q3	$3.91M	Buy	33,911 +10,495	+45%	+$1.23M	0.69%	23
2021 Q2	$2.7M	Buy	23,416 +1,418	+6%	+$162K	0.54%	34
2021 Q1	$2.48M	Sell	21,998 -46,652	-68%	-$5.44M	0.58%	36
2020 Q4	$8.23M	Sell	68,650 -30,261	-31%	-$3.64M	2.02%	5
2020 Q3	$12M	Sell	98,911 -104,539	-51%	-$12.8M	2.97%	3
2020 Q2	$24.8M	Buy	203,450 +199,147	+4,628%	+$24.2M	5.72%	1
2020 Q1	$523K	Sell	4,303 -22,572	-84%	-$2.6M	0.8%	10
2019 Q4	$2.96M	Sell	26,875 -25,958	-49%	-$2.89M	0.85%	25
2019 Q3	$5.94M	Sell	52,833 -40,286	-43%	-$4.49M	1.96%	4
2019 Q2	$10.2M	Buy	93,119 +81,174	+680%	+$8.7M	3.72%	2
2019 Q1	$1.27M	Sell	11,945 -80,231	-87%	-$8.39M	0.45%	19
2018 Q4	$9.61M	Buy	+92,176	New	+$9.34M	4.48%	3
2018 Q1	–	Sell	-5,335	Closed	-$563K	–	584
2017 Q4	$563K	Buy	+5,335	New	+$566K	0.32%	79

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 22.96% 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

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

Virtue Capital Management increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 40% in Q2 2026, buying an estimated $11.4M and bringing the position to 419,798 shares worth $39.7M. The position accounts for 5.3% of the portfolio, ranked #2.

Virtue Capital Management first reported a position in IEF in Q4 2017 and has held it in 30 quarters since. The position peaked at $43.4M in Q1 2025. 1,136 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Virtue Capital Management held 419,798 shares of iShares 7-10 Year Treasury Bond ETF worth $39.7M as of Q2 2026.
Virtue Capital Management bought 120,421 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $11.4M.
iShares 7-10 Year Treasury Bond ETF made up 5.3% of Virtue Capital Management's portfolio in Q2 2026, its #2 holding.
Virtue Capital Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2017 and has held it in 30 quarters since.
Virtue Capital Management's iShares 7-10 Year Treasury Bond ETF position peaked at $43.4M in Q1 2025.
1,136 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Virtue Capital Management's 13F filing for Q2 2026, filed 5 Aug 2026.