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

Waterloo Capital’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	$16.9M	Buy	179,061 +94,317	+111%	+$8.93M	0.95%	23
2026 Q1	$8.09M	Sell	84,744 -51,846	-38%	-$4.99M	0.57%	44
2025 Q4	$13.1M	Buy	136,590 +8,329	+6%	+$806K	0.95%	25
2025 Q3	$12.4M	Buy	128,261 +59,532	+87%	+$5.69M	0.92%	26
2025 Q2	$6.58M	Buy	68,729 +4,398	+7%	+$416K	0.53%	42
2025 Q1	$6.14M	Buy	64,331 +38,514	+149%	+$3.6M	0.57%	44
2024 Q4	$2.39M	Buy	25,817 +19,556	+312%	+$1.85M	0.25%	97
2024 Q3	$614K	Sell	6,261 -10,687	-63%	-$1.03M	0.07%	207
2024 Q2	$1.59M	Buy	+16,948	New	+$1.57M	0.19%	121
2023 Q4	–	Sell	-8,235	Closed	-$754K	–	384
2023 Q3	$754K	Sell	8,235 -7,536	-48%	-$711K	0.22%	79
2023 Q2	$1.52M	Sell	15,771 -6,279	-28%	-$617K	0.45%	42
2023 Q1	$2.19M	Buy	+22,050	New	+$2.16M	0.68%	33
2020 Q1	$293K	Buy	+2,416	New	+$278K	0.21%	106

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

Waterloo Capital's IEF Position: Q2 2026 in Review

Waterloo Capital increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 111% in Q2 2026, buying an estimated $8.93M and bringing the position to 179,061 shares worth $16.9M. The position accounts for 0.95% of the portfolio, ranked #23.

Waterloo Capital first reported a position in IEF in Q1 2020 and has held it in 13 quarters since. 1,138 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Waterloo Capital held 179,061 shares of iShares 7-10 Year Treasury Bond ETF worth $16.9M as of Q2 2026.
Waterloo Capital bought 94,317 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $8.93M.
iShares 7-10 Year Treasury Bond ETF made up 0.95% of Waterloo Capital's portfolio in Q2 2026, its #23 holding.
Waterloo Capital first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2020 and has held it in 13 quarters since.
1,138 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Waterloo Capital's 13F filing for Q2 2026, filed 29 Jul 2026.