Semitam Bonam
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Semitam Bonam’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Semitam Bonam’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
Q3 		$2.7M Buy
30,233
+2,574
+9% +$238K 1.88% 15
2026
Q2 		$2.62M Buy
27,659
+586
+2% +$55.5K 1.92% 16
2026
Q1 		$2.58M Buy
27,073
+2,506
+10% +$241K 2.11% 14
2025
Q4 		$2.36M Buy
24,567
+1,052
+4% +$102K 1.97% 15
2025
Q3 		$2.27M Buy
23,515
+544
+2% +$52K 2.03% 14
2025
Q2 		$2.2M Buy
+22,971
New +$2.17M 2.07% 14

Other funds holding IEF

Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
AIA Group
AIA Group Hong Kong $8.11B AUM 23.7% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Wealthcare Capital Management
Wealthcare Capital Management Richmond, Virginia $911M AUM 7.69% 1-Year Est. Return
Eastern Bank
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Greenleaf Trust
Greenleaf Trust Kalamazoo, Michigan $9.8B AUM 2.94% 1-Year Est. Return
AAG
Avalon Advisory Group Wexford, Pennsylvania $266M AUM 7.19% 1-Year Est. Return
WestEnd Advisors
WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return

Semitam Bonam's IEF Position: Q3 2026 in Review

Semitam Bonam increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 9.3% in Q3 2026, buying an estimated $238K and bringing the position to 30,233 shares worth $2.7M. The position accounts for 1.88% of the portfolio, ranked #15.

Semitam Bonam first reported a position in IEF in Q2 2025 and has held it in 6 quarters since. 464 funds tracked by Wall St. Rank hold IEF as of Q3 2026.

  • Semitam Bonam held 30,233 shares of iShares 7-10 Year Treasury Bond ETF worth $2.7M as of Q3 2026.
  • Semitam Bonam bought 2,574 iShares 7-10 Year Treasury Bond ETF shares in Q3 2026, an estimated $238K.
  • iShares 7-10 Year Treasury Bond ETF made up 1.88% of Semitam Bonam's portfolio in Q3 2026, its #15 holding.
  • Semitam Bonam first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2025 and has held it in 6 quarters since.
  • 464 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2026.

Based on Semitam Bonam's 13F filing for Q3 2026, filed 27 Oct 2026.