Sowell Financial Services’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.31M | Buy |
24,390
+8,201
| +51% | +$776K | 0.08% | 285 |
|
|
2026
Q1 | $1.55M | Buy |
16,189
+1,706
| +12% | +$164K | 0.06% | 352 |
|
|
2025
Q4 | $1.39M | Buy |
14,483
+10,089
| +230% | +$976K | 0.05% | 356 |
|
|
2025
Q3 | $424K | Sell |
4,394
-11,209
| -72% | -$1.07M | 0.02% | 683 |
|
|
2025
Q2 | $1.49M | Sell |
15,603
-2,933
| -16% | -$277K | 0.06% | 325 |
|
|
2025
Q1 | $1.77M | Buy |
18,536
+1,536
| +9% | +$144K | 0.08% | 264 |
|
|
2024
Q4 | $1.57M | Sell |
17,000
-9,920
| -37% | -$937K | 0.08% | 247 |
|
|
2024
Q3 | $2.64M | Buy |
26,920
+8,044
| +43% | +$778K | 0.12% | 191 |
|
|
2024
Q2 | $1.77M | Sell |
18,876
-220
| -1% | -$20.4K | 0.08% | 240 |
|
|
2024
Q1 | $1.81M | Sell |
19,096
-464
| -2% | -$44K | 0.09% | 249 |
|
|
2023
Q4 | $1.89M | Buy |
+19,560
| New | +$1.81M | 0.1% | 220 |
|
|
2023
Q3 | – | Sell |
-29,444
| Closed | -$2.84M | – | 552 |
|
|
2023
Q2 | $2.84M | Buy |
+29,444
| New | +$2.89M | 0.16% | 149 |
|
|
2023
Q1 | – | Sell |
-12,018
| Closed | -$1.15M | – | 795 |
|
|
2022
Q4 | $1.15M | Buy |
+12,018
| New | +$1.15M | 0.07% | 295 |
|
|
2022
Q1 | – | Sell |
-42,561
| Closed | -$4.89M | – | 315 |
|
|
2021
Q4 | $4.89M | Sell |
42,561
-8,035
| -16% | -$924K | 0.28% | 81 |
|
|
2021
Q3 | $5.83M | Sell |
50,596
-36,404
| -42% | -$4.26M | 0.39% | 58 |
|
|
2021
Q2 | $10M | Buy |
87,000
+820
| +1% | +$93.8K | 0.67% | 28 |
|
|
2021
Q1 | $9.86M | Buy |
86,180
+46,055
| +115% | +$5.37M | 0.34% | 62 |
|
|
2020
Q4 | $4.81M | Sell |
40,125
-129,748
| -76% | -$15.6M | 0.21% | 104 |
|
|
2020
Q3 | $20.7M | Sell |
169,873
-51,879
| -23% | -$6.33M | 1.03% | 14 |
|
|
2020
Q2 | $27M | Buy |
221,752
+88,524
| +66% | +$10.8M | 1.49% | 12 |
|
|
2020
Q1 | $13.1M | Buy |
133,228
+121,564
| +1,042% | +$14M | 0.97% | 15 |
|
|
2019
Q4 | $1.29M | Sell |
11,664
-8,603
| -42% | -$959K | 0.1% | 217 |
|
|
2019
Q3 | $2.28M | Buy |
+20,267
| New | +$2.26M | 0.19% | 112 |
|
|
2019
Q1 | $342K | Sell |
3,202
-643
| -17% | -$67.2K | 0.04% | 428 |
|
|
2018
Q4 | $401K | Buy |
+3,845
| New | +$389K | 0.06% | 319 |
|
|
2018
Q3 | – | Sell |
-2,396
| Closed | -$245K | – | 399 |
|
|
2018
Q2 | $245K | Sell |
2,396
-1,547
| -39% | -$158K | 0.05% | 246 |
|
|
2018
Q1 | $400K | Sell |
3,943
-2,926
| -43% | -$301K | 0.1% | 178 |
|
|
2017
Q4 | $715K | Buy |
6,869
+1,429
| +26% | +$152K | 0.17% | 122 |
|
|
2017
Q3 | $577K | Buy |
5,440
+179
| +3% | +$19.2K | 0.15% | 127 |
|
|
2017
Q2 | $562K | Buy |
5,261
+2,746
| +109% | +$293K | 0.16% | 123 |
|
|
2017
Q1 | $269K | Buy |
2,515
+100
| +4% | +$10.5K | 0.08% | 206 |
|
|
2016
Q4 | $252K | Buy |
+2,415
| New | +$259K | 0.08% | 167 |
|
Other funds holding IEF
BTI
Sowell Financial Services's IEF Position: Q2 2026 in Review
Sowell Financial Services increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 51% in Q2 2026, buying an estimated $776K and bringing the position to 24,390 shares worth $2.31M. The position accounts for 0.08% of the portfolio, ranked #285.
Sowell Financial Services first reported a position in IEF in Q4 2016 and has held it in 32 quarters since. The position peaked at $27M in Q2 2020. 1,136 funds tracked by Wall St. Rank hold IEF as of Q2 2026.
- Sowell Financial Services held 24,390 shares of iShares 7-10 Year Treasury Bond ETF worth $2.31M as of Q2 2026.
- Sowell Financial Services bought 8,201 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $776K.
- iShares 7-10 Year Treasury Bond ETF made up 0.08% of Sowell Financial Services's portfolio in Q2 2026, its #285 holding.
- Sowell Financial Services first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2016 and has held it in 32 quarters since.
- Sowell Financial Services's iShares 7-10 Year Treasury Bond ETF position peaked at $27M in Q2 2020.
- 1,136 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.
Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.