Signet Financial Management’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Signet Financial Management’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	$4.26M	Buy	44,638 +3,378	+8%	+$325K	0.48%	66
2025 Q4	$3.97M	Sell	41,260 -80	-0.2%	-$7.74K	0.44%	71
2025 Q3	$3.99M	Buy	41,340 +2,252	+6%	+$215K	0.46%	71
2025 Q2	$3.74M	Buy	39,088 +3,401	+10%	+$322K	0.47%	68
2025 Q1	$3.4M	Sell	35,687 -547	-2%	-$51.2K	0.46%	73
2024 Q4	$3.35M	Buy	36,234 +3,799	+12%	+$359K	0.43%	75
2024 Q3	$3.18M	Buy	32,435 +2,019	+7%	+$195K	0.41%	82
2024 Q2	$2.85M	Buy	30,416 +1,502	+5%	+$140K	0.38%	86
2024 Q1	$2.74M	Buy	28,914 +2,199	+8%	+$208K	0.38%	87
2023 Q4	$2.58M	Buy	26,715 +1,967	+8%	+$182K	0.39%	81
2023 Q3	$2.27M	Buy	24,748 +336	+1%	+$31.7K	0.37%	88
2023 Q2	$2.36M	Buy	24,412 +931	+4%	+$91.5K	0.37%	89
2023 Q1	$2.33M	Sell	23,481 -2,009	-8%	-$196K	0.39%	85
2022 Q4	$2.44M	Sell	25,490 -15,728	-38%	-$1.51M	0.44%	77
2022 Q3	$3.96M	Buy	41,218 +7,782	+23%	+$790K	0.77%	28
2022 Q2	$3.42M	Buy	33,436 +10,782	+48%	+$1.11M	0.65%	41
2022 Q1	$2.44M	Buy	22,654 +850	+4%	+$94.3K	0.41%	68
2021 Q4	$2.51M	Buy	21,804 +1,167	+6%	+$134K	0.38%	67
2021 Q3	$2.38M	Buy	+20,637	New	+$2.41M	0.41%	69
2021 Q2	–	Sell	-25,827	Closed	-$2.92M	–	165
2021 Q1	$2.92M	Buy	25,827 +2,183	+9%	+$254K	0.55%	55
2020 Q4	$2.84M	Buy	23,644 +10,372	+78%	+$1.25M	0.57%	48
2020 Q3	$1.6M	Buy	13,272 +8,653	+187%	+$1.06M	0.35%	79
2020 Q2	$565K	Buy	4,619 +2,724	+144%	+$331K	0.13%	136
2020 Q1	$230K	Buy	+1,895	New	+$218K	0.05%	210
2018 Q4	–	Sell	-1,770	Closed	-$179K	–	498
2018 Q3	$179K	Sell	1,770 -369	-17%	-$37.6K	0.03%	237
2018 Q2	$219K	Sell	2,139 -828	-28%	-$84.3K	0.04%	217
2018 Q1	$306K	Sell	2,967 -764	-20%	-$78.7K	0.06%	178
2017 Q4	$394K	Sell	3,731 -1,503	-29%	-$159K	0.07%	161
2017 Q3	$558K	Buy	5,234 +2,362	+82%	+$253K	0.11%	139
2017 Q2	$306K	Buy	2,872 +394	+16%	+$42.1K	0.06%	165
2017 Q1	$262K	Sell	2,478 -97	-4%	-$10.2K	0.06%	168
2016 Q4	$270K	Sell	2,575 -791	-23%	-$85K	0.06%	149
2016 Q3	$377K	Buy	3,366 +319	+10%	+$35.8K	0.09%	126
2016 Q2	$344K	Buy	3,047 +1,218	+67%	+$135K	0.08%	132
2016 Q1	$202K	Buy	+1,829	New	+$199K	0.04%	167

Other funds holding IEF

Fisher Asset Management Camas, Washington $336B AUM 34.66% 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 $424B AUM 22.96% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Signet Financial Management's IEF Position: Q1 2026 in Review

Signet Financial Management increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 8.2% in Q1 2026, buying an estimated $325K and bringing the position to 44,638 shares worth $4.26M. The position accounts for 0.48% of the portfolio, ranked #66.

Signet Financial Management first reported a position in IEF in Q1 2016 and has held it in 35 quarters since. 1,116 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

Signet Financial Management held 44,638 shares of iShares 7-10 Year Treasury Bond ETF worth $4.26M as of Q1 2026.
Signet Financial Management bought 3,378 iShares 7-10 Year Treasury Bond ETF shares in Q1 2026, an estimated $325K.
iShares 7-10 Year Treasury Bond ETF made up 0.48% of Signet Financial Management's portfolio in Q1 2026, its #66 holding.
Signet Financial Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2016 and has held it in 35 quarters since.
1,116 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2026.

Based on Signet Financial Management's 13F filing for Q1 2026, filed 5 May 2026.