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Rik Saylor Financial’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Rik Saylor Financial’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 		$582K Sell
6,159
-123
-2% -$11.6K 0.39% 61
2026
Q1 		$600K Sell
6,282
-17
-0.3% -$1.64K 0.46% 60
2025
Q4 		$606K Sell
6,299
-84
-1% -$8.13K 0.44% 59
2025
Q3 		$616K Sell
6,383
-250
-4% -$23.9K 0.45% 60
2025
Q2 		$635K Sell
6,633
-172
-3% -$16.3K 0.49% 57
2025
Q1 		$649K Sell
6,805
-107
-2% -$10K 0.57% 50
2024
Q4 		$639K Buy
+6,912
New +$653K 0.59% 51

Other funds holding IEF

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
PC
Peavine Capital Reno, Nevada $472M AUM 9.2% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
AG
AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return

Rik Saylor Financial's IEF Position: Q2 2026 in Review

Rik Saylor Financial reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 2% in Q2 2026, selling an estimated $11.6K and leaving 6,159 shares worth $582K. The position accounts for 0.39% of the portfolio, ranked #61.

Rik Saylor Financial first reported a position in IEF in Q4 2024 and has held it in 7 quarters since. The position peaked at $649K in Q1 2025. 654 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

  • Rik Saylor Financial held 6,159 shares of iShares 7-10 Year Treasury Bond ETF worth $582K as of Q2 2026.
  • Rik Saylor Financial sold 123 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $11.6K.
  • iShares 7-10 Year Treasury Bond ETF made up 0.39% of Rik Saylor Financial's portfolio in Q2 2026, its #61 holding.
  • Rik Saylor Financial first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • Rik Saylor Financial's iShares 7-10 Year Treasury Bond ETF position peaked at $649K in Q1 2025.
  • 654 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Rik Saylor Financial's 13F filing for Q2 2026, filed 5 Aug 2026.