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 Q2	$237K	Sell	2,509 -116	-4%	-$11K	0.01%	878
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	Buy	401,731 +2,468	+0.6%	+$234K	3.6%	4
2023 Q4	$38.5M	Buy	399,263 +377,780	+1,759%	+$34.9M	3.94%	4
2023 Q3	$1.97M	Buy	+21,483	New	+$2.03M	0.24%	63

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

Syon Capital's IEF Position: Q2 2026 in Review

Syon Capital reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 4.4% in Q2 2026, selling an estimated $11K and leaving 2,509 shares worth $237K. The position accounts for 0.01% of the portfolio, ranked #878.

Syon Capital first reported a position in IEF in Q3 2023 and has held it in 12 quarters since. The position peaked at $39.4M in Q3 2024. 1,138 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Syon Capital held 2,509 shares of iShares 7-10 Year Treasury Bond ETF worth $237K as of Q2 2026.
Syon Capital sold 116 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $11K.
iShares 7-10 Year Treasury Bond ETF made up 0.01% of Syon Capital's portfolio in Q2 2026, its #878 holding.
Syon Capital first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2023 and has held it in 12 quarters since.
Syon Capital's iShares 7-10 Year Treasury Bond ETF position peaked at $39.4M in Q3 2024.
1,138 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Syon Capital's 13F filing for Q2 2026, filed 14 Aug 2026.