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SimpliFi Inc’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

SimpliFi Inc’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 		$21.9M Sell
231,514
-581
-0.3% -$55K 8.65% 5
2026
Q1 		$22.2M Buy
232,095
+222
+0.1% +$21.4K 9.3% 5
2025
Q4 		$22.3M Buy
231,873
+11,295
+5% +$1.09M 9.43% 4
2025
Q3 		$21.3M Buy
220,578
+199,548
+949% +$19.1M 9.1% 4
2025
Q2 		$2.01M Sell
21,030
-170
-0.8% -$16.1K 0.89% 14
2025
Q1 		$2.02M Buy
21,200
+1,429
+7% +$134K 0.93% 14
2024
Q4 		$1.83M Sell
19,771
-101
-0.5% -$9.54K 0.84% 15
2024
Q3 		$1.95M Buy
19,872
+1,814
+10% +$175K 0.86% 15
2024
Q2 		$1.69M Buy
18,058
+2,138
+13% +$199K 0.78% 15
2024
Q1 		$1.51M Buy
15,920
+3,309
+26% +$314K 0.69% 15
2023
Q4 		$1.16M Buy
12,611
+464
+4% +$42.9K 0.57% 16
2023
Q3 		$1.11M Buy
12,147
+1,489
+14% +$140K 0.55% 16
2023
Q2 		$1.03M Buy
10,658
+1,610
+18% +$158K 0.49% 19
2023
Q1 		$897K Buy
9,048
+5,032
+125% +$492K 0.44% 22
2022
Q4 		$385K Sell
4,016
-285
-7% -$27.4K 0.2% 20
2022
Q3 		$413K Buy
4,301
+80
+2% +$8.12K 0.21% 23
2022
Q2 		$432K Buy
4,221
+162
+4% +$16.6K 0.21% 23
2022
Q1 		$436K Buy
4,059
+97
+2% +$10.8K 0.2% 23
2021
Q4 		$456K Buy
3,962
+285
+8% +$32.8K 0.2% 24
2021
Q3 		$424K Sell
3,677
-660
-15% -$77.2K 0.19% 17
2021
Q2 		$501K Sell
4,337
-437
-9% -$50K 0.23% 17
2021
Q1 		$539K Sell
4,774
-978
-17% -$114K 0.25% 16
2020
Q4 		$690K Buy
5,752
+188
+3% +$22.6K 0.32% 14
2020
Q3 		$678K Buy
5,564
+208
+4% +$25.4K 0.34% 14
2020
Q2 		$653K Buy
+5,356
New +$651K 0.34% 14

Other funds holding IEF

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
AG
AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MSCM
McElhenny Sheffield Capital Management Dallas, Texas $404M AUM 19.8% 1-Year Est. Return

SimpliFi Inc's IEF Position: Q2 2026 in Review

SimpliFi Inc reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 0.25% in Q2 2026, selling an estimated $55K and leaving 231,514 shares worth $21.9M. The position accounts for 8.65% of the portfolio, ranked #5.

SimpliFi Inc first reported a position in IEF in Q2 2020 and has held it in 25 quarters since. The position peaked at $22.3M in Q4 2025. 541 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

  • SimpliFi Inc held 231,514 shares of iShares 7-10 Year Treasury Bond ETF worth $21.9M as of Q2 2026.
  • SimpliFi Inc sold 581 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $55K.
  • iShares 7-10 Year Treasury Bond ETF made up 8.65% of SimpliFi Inc's portfolio in Q2 2026, its #5 holding.
  • SimpliFi Inc first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2020 and has held it in 25 quarters since.
  • SimpliFi Inc's iShares 7-10 Year Treasury Bond ETF position peaked at $22.3M in Q4 2025.
  • 541 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on SimpliFi Inc's 13F filing for Q2 2026, filed 24 Jul 2026.