SimpliFi Inc
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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
Q3 		$20.9M Buy
234,107
+2,593
+1% +$240K 8.53% 5
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% -$9.5K 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

Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 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
Coldstream Capital Management
Coldstream Capital Management Bellevue, Washington $8.21B AUM 20.06% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

SimpliFi Inc's IEF Position: Q3 2026 in Review

SimpliFi Inc increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 1.1% in Q3 2026, buying an estimated $240K and bringing the position to 234,107 shares worth $20.9M. The position accounts for 8.53% of the portfolio, ranked #5.

SimpliFi Inc first reported a position in IEF in Q2 2020 and has held it in 26 quarters since. The position peaked at $22.3M in Q4 2025. 734 funds tracked by Wall St. Rank hold IEF as of Q3 2026.

  • SimpliFi Inc held 234,107 shares of iShares 7-10 Year Treasury Bond ETF worth $20.9M as of Q3 2026.
  • SimpliFi Inc bought 2,593 iShares 7-10 Year Treasury Bond ETF shares in Q3 2026, an estimated $240K.
  • iShares 7-10 Year Treasury Bond ETF made up 8.53% of SimpliFi Inc's portfolio in Q3 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 26 quarters since.
  • SimpliFi Inc's iShares 7-10 Year Treasury Bond ETF position peaked at $22.3M in Q4 2025.
  • 734 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2026.

Based on SimpliFi Inc's 13F filing for Q3 2026, filed 28 Oct 2026.