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

Solstein Capital’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	$2.67M	Sell	27,990 -6,157	-18%	-$592K	1.1%	22
2025 Q4	$3.28M	Buy	34,147 +32,392	+1,846%	+$3.13M	1.32%	18
2025 Q3	$169K	Hold	1,755	–	–	0.04%	127
2025 Q2	$168K	Hold	1,755	–	–	0.09%	117
2025 Q1	$167K	Hold	1,755	–	–	0.1%	106
2024 Q4	$162K	Sell	1,755 -3,410	-66%	-$322K	0.09%	108
2024 Q3	$507K	Hold	5,165	–	–	0.27%	70
2024 Q2	$484K	Hold	5,165	–	–	0.32%	65
2024 Q1	$489K	Sell	5,165 -3,355	-39%	-$318K	0.34%	61
2023 Q4	$821K	Buy	8,520 +662	+8%	+$61.2K	0.61%	41
2023 Q3	$720K	Hold	7,858	–	–	0.62%	44
2023 Q2	$759K	Buy	7,858 +2,390	+44%	+$235K	0.63%	42
2023 Q1	$542K	Buy	5,468 +115	+2%	+$11.2K	0.47%	45
2022 Q4	$513K	Sell	5,353 -6,145	-53%	-$590K	0.43%	52
2022 Q3	$1.1M	Buy	11,498 +1,356	+13%	+$138K	0.97%	24
2022 Q2	$1.04M	Sell	10,142 -12,896	-56%	-$1.32M	0.79%	29
2022 Q1	$2.48M	Buy	23,038 +17,453	+312%	+$1.94M	1.63%	13
2021 Q4	$642K	Buy	+5,585	New	+$642K	0.39%	72
2021 Q3	–	Sell	-70	Closed	-$8K	–	486
2021 Q2	$8K	Buy	+70	New	+$8.01K	0.01%	348

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

Solstein Capital's IEF Position: Q1 2026 in Review

Solstein Capital reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 18% in Q1 2026, selling an estimated $592K and leaving 27,990 shares worth $2.67M. The position accounts for 1.1% of the portfolio, ranked #22.

Solstein Capital first reported a position in IEF in Q2 2021 and has held it in 19 quarters since. The position peaked at $3.28M in Q4 2025. 1,115 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

Solstein Capital held 27,990 shares of iShares 7-10 Year Treasury Bond ETF worth $2.67M as of Q1 2026.
Solstein Capital sold 6,157 iShares 7-10 Year Treasury Bond ETF shares in Q1 2026, an estimated $592K.
iShares 7-10 Year Treasury Bond ETF made up 1.1% of Solstein Capital's portfolio in Q1 2026, its #22 holding.
Solstein Capital first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2021 and has held it in 19 quarters since.
Solstein Capital's iShares 7-10 Year Treasury Bond ETF position peaked at $3.28M in Q4 2025.
1,115 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2026.

Based on Solstein Capital's 13F filing for Q1 2026, filed 14 May 2026.