Sigma Planning Corp’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Sigma Planning Corp’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 Q1	$3.41M	Buy	35,742 +1,407	+4%	+$135K	0.09%	230
2025 Q4	$3.3M	Buy	34,335 +2,066	+6%	+$200K	0.09%	234
2025 Q3	$3.11M	Buy	32,269 +983	+3%	+$94K	0.09%	234
2025 Q2	$3M	Buy	31,286 +4	+0%	+$378	0.09%	229
2025 Q1	$2.98M	Buy	31,282 +4,075	+15%	+$381K	0.1%	211
2024 Q4	$2.52M	Sell	27,207 -4,651	-15%	-$439K	0.08%	238
2024 Q3	$3.13M	Sell	31,858 -8,150	-20%	-$788K	0.1%	206
2024 Q2	$3.75M	Sell	40,008 -23,740	-37%	-$2.21M	0.12%	171
2024 Q1	$6.03M	Buy	63,748 +48,611	+321%	+$4.61M	0.19%	105
2023 Q4	$1.46M	Sell	15,137 -33,439	-69%	-$3.09M	0.11%	192
2023 Q3	$4.45M	Buy	48,576 +4,947	+11%	+$467K	0.17%	124
2023 Q2	$4.21M	Sell	43,629 -1,730	-4%	-$170K	0.15%	130
2023 Q1	$4.5M	Buy	45,359 +15,126	+50%	+$1.48M	0.15%	143
2022 Q4	$2.9M	Sell	30,233 -2,735	-8%	-$263K	0.1%	201
2022 Q3	$3.17M	Buy	32,968 +26,569	+415%	+$2.7M	0.12%	182
2022 Q2	$655K	Sell	6,399 -19,307	-75%	-$1.98M	0.02%	637
2022 Q1	$2.76M	Buy	25,706 +11,916	+86%	+$1.32M	0.08%	242
2021 Q4	$1.59M	Sell	13,790 -378	-3%	-$43.5K	0.04%	382
2021 Q3	$1.63M	Sell	14,168 -7,305	-34%	-$854K	0.05%	379
2021 Q2	$2.48M	Sell	21,473 -46,414	-68%	-$5.31M	0.07%	285
2021 Q1	$7.67M	Sell	67,887 -186,328	-73%	-$21.7M	0.24%	92
2020 Q4	$30.5M	Buy	254,215 +53,283	+27%	+$6.41M	1.04%	14
2020 Q3	$24.5M	Sell	200,932 -10,707	-5%	-$1.31M	0.97%	14
2020 Q2	$25.8M	Buy	211,639 +171,609	+429%	+$20.9M	1.13%	13
2020 Q1	$4.86M	Sell	40,030 -24,515	-38%	-$2.82M	0.29%	58
2019 Q4	$7.11M	Buy	64,545 +434	+0.7%	+$48.4K	0.3%	59
2019 Q3	$7.21M	Buy	64,111 +6,954	+12%	+$776K	0.35%	52
2019 Q2	$6.29M	Buy	57,157 +39,309	+220%	+$4.21M	0.32%	60
2019 Q1	$1.9M	Buy	17,848 +6,806	+62%	+$712K	0.11%	205
2018 Q4	$1.15M	Buy	11,042 +2,493	+29%	+$252K	0.08%	233
2018 Q3	$865K	Sell	8,549 -1,108	-11%	-$113K	0.05%	328
2018 Q2	$990K	Sell	9,657 -54	-0.6%	-$5.5K	0.07%	285
2018 Q1	$1M	Sell	9,711 -1,169	-11%	-$120K	0.07%	264
2017 Q4	$1.15M	Sell	10,880 -2,036	-16%	-$216K	0.09%	244
2017 Q3	$1.38M	Buy	12,916 +121	+0.9%	+$13K	0.11%	203
2017 Q2	$1.36M	Sell	12,795 -591	-4%	-$63.1K	0.13%	186
2017 Q1	$1.41M	Sell	13,386 -1,659	-11%	-$174K	0.14%	180
2016 Q4	$1.58M	Sell	15,045 -37,001	-71%	-$3.97M	0.17%	143
2016 Q3	$5.82M	Sell	52,046 -7,822	-13%	-$877K	0.69%	26
2016 Q2	$6.76M	Sell	59,868 -22,847	-28%	-$2.53M	0.88%	16
2016 Q1	$9.13M	Sell	82,715 -8,735	-10%	-$953K	1.25%	7
2015 Q4	$9.66M	Buy	91,450 +81,258	+797%	+$8.66M	1.35%	7
2015 Q3	$1.1M	Sell	10,192 -5,473	-35%	-$581K	0.17%	143
2015 Q2	$1.65M	Buy	15,665 +4,536	+41%	+$483K	0.23%	105
2015 Q1	$1.21M	Buy	11,129 +2,655	+31%	+$286K	0.16%	156
2014 Q4	$898K	Buy	+8,474	New	+$894K	0.12%	205

Other funds holding IEF

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

Sigma Planning Corp's IEF Position: Q1 2026 in Review

Sigma Planning Corp increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 4.1% in Q1 2026, buying an estimated $135K and bringing the position to 35,742 shares worth $3.41M. The position accounts for 0.09% of the portfolio, ranked #230.

Sigma Planning Corp first reported a position in IEF in Q4 2014 and has held it in 46 quarters since. The position peaked at $30.5M in Q4 2020. 1,114 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

Sigma Planning Corp held 35,742 shares of iShares 7-10 Year Treasury Bond ETF worth $3.41M as of Q1 2026.
Sigma Planning Corp bought 1,407 iShares 7-10 Year Treasury Bond ETF shares in Q1 2026, an estimated $135K.
iShares 7-10 Year Treasury Bond ETF made up 0.09% of Sigma Planning Corp's portfolio in Q1 2026, its #230 holding.
Sigma Planning Corp first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2014 and has held it in 46 quarters since.
Sigma Planning Corp's iShares 7-10 Year Treasury Bond ETF position peaked at $30.5M in Q4 2020.
1,114 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2026.

Based on Sigma Planning Corp's 13F filing for Q1 2026, filed 4 May 2026.