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

Syon 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 		$251K Buy
2,625
+245
+10% +$23.6K 0.01% 798
2025
Q4 		$229K Sell
2,380
-77
-3% -$7.45K 0.01% 831
2025
Q3 		$237K Sell
2,457
-69
-3% -$6.6K 0.01% 733
2025
Q2 		$242K Sell
2,526
-101,030
-98% -$9.55M 0.02% 630
2025
Q1 		$9.88M Sell
103,556
-28,804
-22% -$2.69M 0.8% 27
2024
Q4 		$12.2M Sell
132,360
-269,266
-67% -$25.4M 1.1% 19
2024
Q3 		$39.4M Buy
401,626
+2,133
+0.5% +$206K 3.49% 3
2024
Q2 		$37.4M Sell
399,493
-2,238
-0.6% -$208K 3.44% 4
2024
Q1 		$38M Sell
401,731
-396,795
-50% -$37.6M 3.6% 4
2023
Q4 		$77M Buy
798,526
+777,043
+3,617% +$71.9M 3.24% 6
2023
Q3 		$1.97M Buy
+21,483
New +$2.03M 0.24% 63

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 $8.74B AUM 14.62% 1-Year Est. Return

Syon Capital's IEF Position: Q1 2026 in Review

Syon Capital increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 10% in Q1 2026, buying an estimated $23.6K and bringing the position to 2,625 shares worth $251K. The position accounts for 0.01% of the portfolio, ranked #798.

Syon Capital first reported a position in IEF in Q3 2023 and has held it in 11 quarters since. The position peaked at $77M in Q4 2023. 1,114 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

  • Syon Capital held 2,625 shares of iShares 7-10 Year Treasury Bond ETF worth $251K as of Q1 2026.
  • Syon Capital bought 245 iShares 7-10 Year Treasury Bond ETF shares in Q1 2026, an estimated $23.6K.
  • iShares 7-10 Year Treasury Bond ETF made up 0.01% of Syon Capital's portfolio in Q1 2026, its #798 holding.
  • Syon Capital first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2023 and has held it in 11 quarters since.
  • Syon Capital's iShares 7-10 Year Treasury Bond ETF position peaked at $77M in Q4 2023.
  • 1,114 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2026.

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