SL
IEF icon

Systelligence LLC’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Systelligence LLC’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 		$6.79M Sell
71,851
-2,358
-3% -$223K 1.13% 33
2026
Q1 		$7.08M Buy
74,209
+9,113
+14% +$877K 1.38% 31
2025
Q4 		$6.26M Sell
65,096
-38,929
-37% -$3.77M 1.19% 35
2025
Q3 		$10M Buy
104,025
+21,740
+26% +$2.08M 1.9% 22
2025
Q2 		$7.88M Buy
82,285
+35,977
+78% +$3.4M 1.46% 32
2025
Q1 		$4.42M Buy
46,308
+1,295
+3% +$121K 1.06% 42
2024
Q4 		$4.16M Sell
45,013
-69,870
-61% -$6.6M 1.03% 39
2024
Q3 		$11.3M Buy
114,883
+15,881
+16% +$1.54M 2.8% 18
2024
Q2 		$9.27M Buy
99,002
+2,264
+2% +$210K 2.47% 20
2024
Q1 		$9.16M Hold
96,738
– – 2.39% 22
2023
Q4 		$9.32M Buy
+96,738
New +$8.95M 2.54% 18

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
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
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
M
MATAURO New York $756M AUM 20.74% 1-Year Est. Return
CIM
CenturyLink Investment Management Denver, Colorado $129M AUM 11.15% 1-Year Est. Return

Systelligence LLC's IEF Position: Q2 2026 in Review

Systelligence LLC reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 3.2% in Q2 2026, selling an estimated $223K and leaving 71,851 shares worth $6.79M. The position accounts for 1.13% of the portfolio, ranked #33.

Systelligence LLC first reported a position in IEF in Q4 2023 and has held it in 11 quarters since. The position peaked at $11.3M in Q3 2024. 297 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

  • Systelligence LLC held 71,851 shares of iShares 7-10 Year Treasury Bond ETF worth $6.79M as of Q2 2026.
  • Systelligence LLC sold 2,358 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $223K.
  • iShares 7-10 Year Treasury Bond ETF made up 1.13% of Systelligence LLC's portfolio in Q2 2026, its #33 holding.
  • Systelligence LLC first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • Systelligence LLC's iShares 7-10 Year Treasury Bond ETF position peaked at $11.3M in Q3 2024.
  • 297 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Systelligence LLC's 13F filing for Q2 2026, filed 14 Jul 2026.