Sollinda Capital Management’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Sollinda Capital 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	$12.7M	Buy	133,571 +10,097	+8%	+$971K	3.1%	8
2025 Q4	$11.9M	Buy	123,474 +7,336	+6%	+$710K	3.03%	8
2025 Q3	$11.2M	Buy	116,138 +196	+0.2%	+$18.7K	3.07%	8
2025 Q2	$11.1M	Sell	115,942 -133,546	-54%	-$12.6M	2.89%	8
2025 Q1	$23.8M	Buy	249,488 +247,231	+10,954%	+$23.1M	6.62%	5
2024 Q4	$209K	Sell	2,257 -157	-7%	-$14.8K	0.06%	65
2024 Q3	$237K	Sell	2,414 -42	-2%	-$4.06K	0.07%	55
2024 Q2	$230K	Sell	2,456 -3,257	-57%	-$303K	0.07%	53
2024 Q1	$541K	Sell	5,713 -18,046	-76%	-$1.71M	0.17%	31
2023 Q4	$2.29M	Buy	+23,759	New	+$2.2M	0.65%	15

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

Sollinda Capital Management's IEF Position: Q1 2026 in Review

Sollinda Capital Management increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 8.2% in Q1 2026, buying an estimated $971K and bringing the position to 133,571 shares worth $12.7M. The position accounts for 3.1% of the portfolio, ranked #8.

Sollinda Capital Management first reported a position in IEF in Q4 2023 and has held it in 10 quarters since. The position peaked at $23.8M in Q1 2025. 1,114 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

Sollinda Capital Management held 133,571 shares of iShares 7-10 Year Treasury Bond ETF worth $12.7M as of Q1 2026.
Sollinda Capital Management bought 10,097 iShares 7-10 Year Treasury Bond ETF shares in Q1 2026, an estimated $971K.
iShares 7-10 Year Treasury Bond ETF made up 3.1% of Sollinda Capital Management's portfolio in Q1 2026, its #8 holding.
Sollinda Capital Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2023 and has held it in 10 quarters since.
Sollinda Capital Management's iShares 7-10 Year Treasury Bond ETF position peaked at $23.8M in Q1 2025.
1,114 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2026.

Based on Sollinda Capital Management's 13F filing for Q1 2026, filed 30 Apr 2026.