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SSI Investment Management’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

SSI Investment 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 		$8.95M Buy
93,739
+31,079
+50% +$2.99M 0.62% 51
2025
Q4 		$6.03M Sell
62,660
-18,461
-23% -$1.79M 0.41% 81
2025
Q3 		$7.82M Buy
81,121
+1,354
+2% +$129K 0.53% 61
2025
Q2 		$7.64M Sell
79,767
-56,295
-41% -$5.32M 0.54% 66
2025
Q1 		$13M Buy
136,062
+91,101
+203% +$8.52M 1.01% 25
2024
Q4 		$4.16M Sell
44,961
-27,744
-38% -$2.62M 0.31% 105
2024
Q3 		$7.13M Sell
72,705
-1,015
-1% -$98.1K 0.53% 62
2024
Q2 		$6.9M Sell
73,720
-59,984
-45% -$5.57M 0.53% 65
2024
Q1 		$12.7M Sell
133,704
-89
-0.1% -$8.44K 0.96% 26
2023
Q4 		$12.9M Sell
133,793
-81,354
-38% -$7.52M 0.98% 22
2023
Q3 		$19.7M Sell
215,147
-360
-0.2% -$34K 1.61% 8
2023
Q2 		$20.8M Buy
215,507
+24,378
+13% +$2.4M 1.46% 9
2023
Q1 		$18.9M Buy
191,129
+15,456
+9% +$1.51M 1.33% 14
2022
Q4 		$16.8M Sell
175,673
-30,217
-15% -$2.9M 1.07% 18
2022
Q3 		$19.8M Buy
205,890
+33,840
+20% +$3.43M 1.33% 13
2022
Q2 		$17.6M Buy
+172,050
New +$17.7M 1.11% 14

Other funds holding IEF

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Raymond James Financial
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

SSI Investment Management's IEF Position: Q1 2026 in Review

SSI Investment Management increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 50% in Q1 2026, buying an estimated $2.99M and bringing the position to 93,739 shares worth $8.95M. The position accounts for 0.62% of the portfolio, ranked #51.

SSI Investment Management first reported a position in IEF in Q2 2022 and has held it in 16 quarters since. The position peaked at $20.8M in Q2 2023. 1,115 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

  • SSI Investment Management held 93,739 shares of iShares 7-10 Year Treasury Bond ETF worth $8.95M as of Q1 2026.
  • SSI Investment Management bought 31,079 iShares 7-10 Year Treasury Bond ETF shares in Q1 2026, an estimated $2.99M.
  • iShares 7-10 Year Treasury Bond ETF made up 0.62% of SSI Investment Management's portfolio in Q1 2026, its #51 holding.
  • SSI Investment Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2022 and has held it in 16 quarters since.
  • SSI Investment Management's iShares 7-10 Year Treasury Bond ETF position peaked at $20.8M in Q2 2023.
  • 1,115 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2026.

Based on SSI Investment Management's 13F filing for Q1 2026, filed 14 May 2026.