Trilogy Capital
IEF icon

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

Trilogy 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
Q3 		$18.3M Buy
205,284
+64,908
+46% +$6.01M 0.7% 32
2026
Q2 		$13.3M Buy
140,376
+94,461
+206% +$8.94M 0.52% 40
2026
Q1 		$4.38M Sell
45,915
-113,766
-71% -$10.9M 0.19% 84
2025
Q4 		$15.4M Buy
159,681
+30,913
+24% +$2.99M 0.69% 35
2025
Q3 		$12.4M Buy
128,768
+68,049
+112% +$6.51M 0.57% 34
2025
Q2 		$5.82M Buy
60,719
+57,823
+1,997% +$5.47M 0.28% 58
2025
Q1 		$276K Buy
2,896
+205
+8% +$19.2K 0.01% 293
2024
Q4 		$249K Hold
2,691
– – 0.01% 303
2024
Q3 		$264K Sell
2,691
-1,455
-35% -$141K 0.01% 292
2024
Q2 		$388K Buy
+4,146
New +$385K 0.02% 237
2022
Q2 		– Sell
-116,940
Closed -$12.6M – 169
2022
Q1 		$12.6M Buy
116,940
+597
+0.5% +$66.3K 0.9% 36
2021
Q4 		$13.4M Sell
116,343
-2,596
-2% -$298K 1% 32
2021
Q3 		$13.7M Sell
118,939
-998
-0.8% -$117K 1.04% 31
2021
Q2 		$14M Buy
119,937
+13,206
+12% +$1.51M 1.03% 33
2021
Q1 		$12.1M Sell
106,731
-18,200
-15% -$2.12M 0.92% 37
2020
Q4 		$15M Buy
124,931
+7,187
+6% +$865K 1.23% 28
2020
Q3 		$14.3M Buy
117,744
+32,421
+38% +$3.96M 1.37% 24
2020
Q2 		$10.4M Buy
85,323
+32,892
+63% +$4M 1.03% 34
2020
Q1 		$6.37M Sell
52,431
-48,040
-48% -$5.53M 0.71% 43
2019
Q4 		$11.2M Sell
100,471
-7,286
-7% -$812K 1.1% 34
2019
Q3 		$12.3M Sell
107,757
-7,096
-6% -$792K 1.31% 25
2019
Q2 		$12.6M Buy
114,853
+36,187
+46% +$3.88M 1.39% 23
2019
Q1 		$8.39M Sell
78,666
-27,326
-26% -$2.86M 1% 26
2018
Q4 		$11M Sell
105,992
-20,428
-16% -$2.07M 1.49% 22
2018
Q3 		$12.8M Sell
126,420
-124
-0.1% -$12.6K 1.58% 22
2018
Q2 		$13M Buy
126,544
+9,354
+8% +$953K 1.75% 22
2018
Q1 		$12.1M Sell
117,190
-31,093
-21% -$3.2M 1.75% 22
2017
Q4 		$15.7M Buy
+148,283
New +$15.7M 2.55% 11

Other funds holding IEF

Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
Eastern Bank
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AAG
Avalon Advisory Group Wexford, Pennsylvania $266M AUM 7.19% 1-Year Est. Return
CenturyLink Investment Management
CenturyLink Investment Management Denver, Colorado $126M AUM 0.66% 1-Year Est. Return
Armstrong Advisory Group
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
Twele Capital Management
Twele Capital Management Minnetonka, Minnesota $605M AUM 5.95% 1-Year Est. Return
LifeGuide Financial Advisors
LifeGuide Financial Advisors Mechanicsburg, Pennsylvania $356M AUM 4.66% 1-Year Est. Return
GenWealth Group
GenWealth Group Maplewood, New Jersey $641M AUM 11.61% 1-Year Est. Return
Patton Fund Management
Patton Fund Management Dallas, Texas $389M AUM 65.14% 1-Year Est. Return

Trilogy Capital's IEF Position: Q3 2026 in Review

Trilogy Capital increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 46% in Q3 2026, buying an estimated $6.01M and bringing the position to 205,284 shares worth $18.3M. The position accounts for 0.7% of the portfolio, ranked #32.

Trilogy Capital first reported a position in IEF in Q4 2017 and has held it in 28 quarters since. 246 funds tracked by Wall St. Rank hold IEF as of Q3 2026.

  • Trilogy Capital held 205,284 shares of iShares 7-10 Year Treasury Bond ETF worth $18.3M as of Q3 2026.
  • Trilogy Capital bought 64,908 iShares 7-10 Year Treasury Bond ETF shares in Q3 2026, an estimated $6.01M.
  • iShares 7-10 Year Treasury Bond ETF made up 0.7% of Trilogy Capital's portfolio in Q3 2026, its #32 holding.
  • Trilogy Capital first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2017 and has held it in 28 quarters since.
  • 246 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2026.

Based on Trilogy Capital's 13F filing for Q3 2026, filed 20 Oct 2026.