Simplex Trading’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Simplex Trading’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	$4.83M	Buy	+50,658	New	+$4.87M	﹤0.01%	1136
2025 Q3	–	Sell	-17,500	Closed	-$1.68M	–	9471
2025 Q2	$1.68M	Buy	+17,500	New	+$1.65M	﹤0.01%	2267
2025 Q1	–	Sell	-65,726	Closed	-$6.08M	–	8990
2024 Q4	$6.08M	Sell	65,726 -113,533	-63%	-$10.7M	﹤0.01%	1339
2024 Q3	$17.6M	Buy	+179,259	New	+$17.3M	0.01%	711
2024 Q2	–	Sell	-167,310	Closed	-$15.8M	–	9239
2024 Q1	$15.8M	Buy	167,310 +50,690	+43%	+$4.8M	0.01%	836
2023 Q4	$11.2M	Buy	+116,620	New	+$10.8M	0.01%	1012
2022 Q3	–	Sell	-42,375	Closed	-$4.33M	–	10347
2022 Q2	$4.33M	Sell	42,375 -146,353	-78%	-$15M	﹤0.01%	1234
2022 Q1	$20.3M	Buy	188,728 +181,681	+2,578%	+$20.2M	0.02%	535
2021 Q4	$810K	Buy	+7,047	New	+$810K	﹤0.01%	3152
2021 Q2	–	Sell	-91,825	Closed	–	–	10321
2021 Q1	$0	Buy	91,825 +79,530	+647%	+$9.27M	﹤0.01%	9331
2020 Q4	$1.47M	Buy	+12,295	New	+$1.48M	﹤0.01%	2094
2020 Q1	–	Sell	-20,794	Closed	-$2.29M	–	7879
2019 Q4	$2.29M	Sell	20,794 -7,904	-28%	-$881K	0.01%	1369
2019 Q3	$3.23M	Sell	28,698 -6,884	-19%	-$768K	0.01%	971
2019 Q2	$3.91M	Buy	35,582 +4,893	+16%	+$524K	0.01%	821
2019 Q1	$3.27M	Buy	+30,689	New	+$3.21M	0.01%	971
2018 Q4	–	Sell	-30,767	Closed	-$3.11M	–	7354
2018 Q3	$3.11M	Buy	+30,767	New	+$3.14M	0.01%	911
2018 Q1	–	Sell	-18,328	Closed	-$1.93M	–	6460
2017 Q4	$1.93M	Buy	18,328 +1,649	+10%	+$175K	0.08%	194
2017 Q3	$1.78M	Buy	+16,679	New	+$1.79M	0.07%	217
2017 Q2	–	Sell	-13,519	Closed	-$1.43M	–	6407
2017 Q1	$1.43M	Buy	13,519 +3,747	+38%	+$394K	0.06%	281
2016 Q4	$1.02M	Buy	+9,772	New	+$1.05M	0.06%	276
2016 Q2	–	Sell	-217	Closed	-$23K	–	6076
2016 Q1	$23K	Buy	+217	New	+$23.7K	﹤0.01%	2678
2015 Q3	–	Sell	-2,342	Closed	-$245K	–	5801
2015 Q2	$245K	Buy	+2,342	New	+$249K	0.02%	706

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 $9.54B AUM 19.86% 1-Year Est. Return

Simplex Trading's IEF Position: Q1 2026 in Review

Simplex Trading opened a new position in iShares 7-10 Year Treasury Bond ETF (IEF) in Q1 2026: 50,658 shares worth $4.83M. The stake represents ﹤0.01% of the portfolio and ranks #1136 among its holdings. This is a return to the name: Simplex Trading previously reported a position in IEF as recently as Q2 2025.

Simplex Trading first reported a position in IEF in Q2 2015 and has held it in 22 quarters since. The position peaked at $20.3M in Q1 2022. 1,115 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

Simplex Trading held 50,658 shares of iShares 7-10 Year Treasury Bond ETF worth $4.83M as of Q1 2026.
iShares 7-10 Year Treasury Bond ETF was a new Simplex Trading position in Q1 2026.
iShares 7-10 Year Treasury Bond ETF made up ﹤0.01% of Simplex Trading's portfolio in Q1 2026, its #1136 holding.
Simplex Trading first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2015 and has held it in 22 quarters since.
Simplex Trading's iShares 7-10 Year Treasury Bond ETF position peaked at $20.3M in Q1 2022.
1,115 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2026.

Based on Simplex Trading's 13F filing for Q1 2026, filed 14 May 2026.