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Strategic Point Investment Advisors’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Strategic Point Investment Advisors’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
Q2 		$14.6M Buy
154,555
+968
+0.6% +$91.6K 1.9% 17
2026
Q1 		$14.7M Sell
153,587
-2,973
-2% -$286K 2.13% 17
2025
Q4 		$15.1M Buy
156,560
+4,408
+3% +$427K 2.08% 18
2025
Q3 		$14.7M Buy
152,152
+2,386
+2% +$228K 2.11% 18
2025
Q2 		$14.3M Buy
149,766
+1,381
+0.9% +$131K 2.21% 18
2025
Q1 		$14.2M Buy
148,385
+120
+0.1% +$11.2K 2.36% 18
2024
Q4 		$13.7M Sell
148,265
-118,675
-44% -$11.2M 2.23% 17
2024
Q3 		$26.2M Buy
266,940
+4,284
+2% +$414K 4.32% 10
2024
Q2 		$24.6M Sell
262,656
-542
-0.2% -$50.4K 4.41% 10
2024
Q1 		$24.9M Buy
263,198
+6,079
+2% +$576K 4.52% 9
2023
Q4 		$24.8M Buy
257,119
+2,732
+1% +$253K 4.79% 8
2023
Q3 		$23.3M Buy
254,387
+5,877
+2% +$554K 4.97% 7
2023
Q2 		$24M Sell
248,510
-962
-0.4% -$94.6K 4.92% 8
2023
Q1 		$24.7M Buy
249,472
+578
+0.2% +$56.5K 5.5% 7
2022
Q4 		$23.8M Buy
+248,894
New +$23.9M 5.74% 5
2021
Q3 		– Sell
-1,543
Closed -$178K – 30
2021
Q2 		$178K Buy
1,543
+18
+1% +$2.06K 0.04% 25
2021
Q1 		$172K Sell
1,525
-1,492
-49% -$174K 0.05% 24
2020
Q4 		$358K Sell
3,017
-1,028
-25% -$124K 0.1% 23
2020
Q3 		$493K Sell
4,045
-40
-1% -$4.88K 0.16% 19
2020
Q2 		$499K Buy
4,085
+125
+3% +$15.2K 0.16% 19
2020
Q1 		$481K Buy
+3,960
New +$456K 0.21% 21

Other funds holding IEF

BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
PC
Peavine Capital Reno, Nevada $472M AUM 9.2% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AG
AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MSCM
McElhenny Sheffield Capital Management Dallas, Texas $404M AUM 19.8% 1-Year Est. Return

Strategic Point Investment Advisors's IEF Position: Q2 2026 in Review

Strategic Point Investment Advisors increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 0.63% in Q2 2026, buying an estimated $91.6K and bringing the position to 154,555 shares worth $14.6M. The position accounts for 1.9% of the portfolio, ranked #17.

Strategic Point Investment Advisors first reported a position in IEF in Q1 2020 and has held it in 21 quarters since. The position peaked at $26.2M in Q3 2024. 542 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

  • Strategic Point Investment Advisors held 154,555 shares of iShares 7-10 Year Treasury Bond ETF worth $14.6M as of Q2 2026.
  • Strategic Point Investment Advisors bought 968 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $91.6K.
  • iShares 7-10 Year Treasury Bond ETF made up 1.9% of Strategic Point Investment Advisors's portfolio in Q2 2026, its #17 holding.
  • Strategic Point Investment Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2020 and has held it in 21 quarters since.
  • Strategic Point Investment Advisors's iShares 7-10 Year Treasury Bond ETF position peaked at $26.2M in Q3 2024.
  • 542 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Strategic Point Investment Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.