Syntax Research’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Syntax Research’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	$13.3M	Buy	141,033 +52,553	+59%	+$4.97M	9.74%	2
2026 Q1	$8.44M	Buy	88,480 +545	+0.6%	+$52.4K	5.37%	2
2025 Q4	$8.46M	Buy	87,935 +7,638	+10%	+$739K	5.22%	2
2025 Q3	$7.75M	Buy	80,297 +5,623	+8%	+$538K	4.98%	3
2025 Q2	$7.15M	Buy	74,674 +12,099	+19%	+$1.14M	5.08%	3
2025 Q1	$5.97M	Buy	62,575 +9,012	+17%	+$843K	4.12%	5
2024 Q4	$4.95M	Buy	53,563 +6,019	+13%	+$569K	3.55%	7
2024 Q3	$4.67M	Buy	47,544 +35,691	+301%	+$3.45M	3.15%	9
2024 Q2	$1.11M	Buy	11,853 +1,195	+11%	+$111K	0.88%	25
2024 Q1	$1.01M	Sell	10,658 -266	-2%	-$25.2K	0.77%	31
2023 Q4	$1.05M	Sell	10,924 -59	-0.5%	-$5.46K	0.88%	30
2023 Q3	$1.01M	Buy	+10,983	New	+$1.04M	0.81%	32

Other funds holding IEF

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Syntax Research's IEF Position: Q2 2026 in Review

Syntax Research increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 59% in Q2 2026, buying an estimated $4.97M and bringing the position to 141,033 shares worth $13.3M. The position accounts for 9.74% of the portfolio, ranked #2.

Syntax Research first reported a position in IEF in Q3 2023 and has held it in 12 quarters since. 1,136 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Syntax Research held 141,033 shares of iShares 7-10 Year Treasury Bond ETF worth $13.3M as of Q2 2026.
Syntax Research bought 52,553 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $4.97M.
iShares 7-10 Year Treasury Bond ETF made up 9.74% of Syntax Research's portfolio in Q2 2026, its #2 holding.
Syntax Research first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2023 and has held it in 12 quarters since.
1,136 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Syntax Research's 13F filing for Q2 2026, filed 31 Jul 2026.