How many shares of IEF does CAPTRUST FINANCIAL ADVISORS own?

As of 2026-Q2, CAPTRUST FINANCIAL ADVISORS holds 5.8M shares of IEF (ISHARES 7-10 YEAR TREASURY B).

What is CAPTRUST FINANCIAL ADVISORS's IEF position worth?

As of 2026-Q2, CAPTRUST FINANCIAL ADVISORS's IEF position is worth $545.5M.

Is CAPTRUST FINANCIAL ADVISORS buying or selling IEF?

In 2026-Q2, CAPTRUST FINANCIAL ADVISORS increased their IEF position (+7.5% change in shares).

When did CAPTRUST FINANCIAL ADVISORS first buy IEF?

Based on available 13F filings, CAPTRUST FINANCIAL ADVISORS first reported a position in IEF in 2018-Q4. They have held the position across 31 quarters.

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CAPTRUST FINANCIAL ADVISORS

IEF
31 quarters

Position history for CAPTRUST FINANCIAL ADVISORS's holdings in ISHARES 7-10 YEAR TREASURY B

Current Value

$545.5M

Current Shares

5.8M

Total Value Change

+$545.2M

Total Shares Change

+5.8M

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	5.8M	+7.5%	$545.5M	0.8%	$93.94	48
2026-Q1	Decreased	5.4M	-7.2%	$512.1M	0.9%	$93.86	0
2025-Q4	Increased	5.8M	+13.0%	$555.9M	1.1%	$93.99	56
2025-Q3	Decreased	5.1M	-48.8%	$493.4M	1.0%	$93.12	0
2025-Q2	Increased	10M	+5.2%	$956.9M	2.1%	$91.56	58
2025-Q1	Increased	9.5M	+13.5%	$905.6M	2.3%	$90.30	62
2024-Q4	Decreased	8.4M	-2.3%	$773.3M	2.2%	$87.00	0
2024-Q3	Increased	8.6M	+23.2%	$840.2M	2.5%	$91.20	66
2024-Q2	Increased	7M	+10.5%	$651M	2.1%	$86.26	60
2024-Q1	Increased	6.3M	+11.8%	$595.7M	2.2%	$86.42	60
2023-Q4	Increased	5.6M	+154.6%	$542.7M	1.9%	$87.56	80
2023-Q3	Decreased	2.2M	-1.8%	$202.5M	0.8%	$82.28	0
2023-Q2	Increased	2.3M	+0.8%	$217.5M	0.9%	$86.14	43
2023-Q1	Decreased	2.2M	-5.9%	$221.4M	1.0%	$87.79	0
2022-Q4	Decreased	2.4M	-53.0%	$227.3M	1.1%	$84.48	0
2022-Q3	Increased	5.1M	+37.5%	$485M	2.8%	$83.98	70
2022-Q2	Increased	3.7M	+149.9%	$375.9M	2.4%	$89.06	86
2022-Q1	Increased	1.5M	+288.8%	$158M	1.0%	$93.22	77
2021-Q4	Increased	378,120	+7.9%	$43.5M	0.3%	$99.57	38
2021-Q3	Increased	350,415	+27.5%	$40.4M	0.3%	$99.45	43
2021-Q2	Decreased	274,793	-0.3%	$31.7M	0.3%	$99.48	0
2021-Q1	Increased	275,537	+3.5%	$31.1M	0.3%	$97.09	36
2020-Q4	Increased	266,299	+6.0%	$31.9M	0.4%	$102.99	37
2020-Q3	Increased	251,198	+139.7%	$30.6M	0.5%	$104.33	66
2020-Q2	Decreased	104,818	-49.3%	$12.8M	0.2%	$104.12	0
2020-Q1	Decreased	206,669	-10.7%	$25.2M	0.6%	$103.45	0
2019-Q4	Increased	231,471	+41.1%	$25.6M	0.4%	$93.63	46
2019-Q3	Increased	164,066	+221x	$18.5M	0.6%	$94.98	64
2019-Q2	Decreased	739	-40.3%	$81,000	0.0%	$92.43	0
2019-Q1	Decreased	1,238	-53.4%	$132,000	0.0%	$89.08	0
2018-Q4	New	2,656	-	$277,000	0.0%	$86.67	32

Other major holders of IEF: BNP PARIBAS FINANCIAL MARKETS, Fisher Asset Management, LLC

IEF31 quarters

IEF
31 quarters