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 Q3	$5.18M	Buy	148,160 +76,309	+106%	+$7.06M	0.86%	40
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

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

AIA Group Hong Kong $8.11B AUM 23.7% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Wealthcare Capital Management Richmond, Virginia $911M AUM 7.69% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Systelligence LLC's IEF Position: Q3 2026 in Review

Systelligence LLC increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 106% in Q3 2026, buying an estimated $7.06M and bringing the position to 148,160 shares worth $5.18M. The position accounts for 0.86% of the portfolio, ranked #40.

Systelligence LLC first reported a position in IEF in Q4 2023 and has held it in 12 quarters since. The position peaked at $11.3M in Q3 2024. 662 funds tracked by Wall St. Rank hold IEF as of Q3 2026.

Systelligence LLC held 148,160 shares of iShares 7-10 Year Treasury Bond ETF worth $5.18M as of Q3 2026.
Systelligence LLC bought 76,309 iShares 7-10 Year Treasury Bond ETF shares in Q3 2026, an estimated $7.06M.
iShares 7-10 Year Treasury Bond ETF made up 0.86% of Systelligence LLC's portfolio in Q3 2026, its #40 holding.
Systelligence LLC first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2023 and has held it in 12 quarters since.
Systelligence LLC's iShares 7-10 Year Treasury Bond ETF position peaked at $11.3M in Q3 2024.
662 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2026.

Based on Systelligence LLC's 13F filing for Q3 2026, filed 5 Nov 2026.