ETFs

Silverleafe Capital Partners LLC Reduces Stake in iShares 7-10 Year Treasury Bond ETF

Published January 6, 2025

Silverleafe Capital Partners LLC has significantly reduced its holdings in the iShares 7-10 Year Treasury Bond ETF (NASDAQ:IEF) by 54.3% during the fourth quarter of the year. This change is detailed in their latest Form 13F filing with the Securities and Exchange Commission (SEC). After selling 30,643 shares during this period, Silverleafe now possesses 25,826 shares of the ETF. This investment represents only 0.8% of their total portfolio, positioning it as their 27th largest holding. According to the recent filing, Silverleafe's investment in the iShares 7-10 Year Treasury Bond ETF is valued at approximately $2.39 million.

In addition to Silverleafe, several other institutional investors have also adjusted their stakes in this ETF. For instance, PSI Advisors LLC expanded its investment by 20% during the third quarter and currently holds 653 shares worth $64,000, after adding 109 shares. J. W. Coons Advisors LLC slightly increased its position by 1% with 13,239 shares valued at $1.299 million, having acquired an extra 135 shares in the past quarter. Another firm, Drive Wealth Management LLC, grew its holdings by 3% and now owns 4,924 shares worth $483,000 after purchasing 144 additional shares. Likewise, SignalPoint Asset Management LLC reported a 0.9% increase in its holdings, amounting to 15,562 shares valued at $1.531 million, following a purchase of 146 shares. Rakuten Securities Inc. also raised its stake by 45.1%, bringing its total to 492 shares valued at $48,000.

Collectively, institutional investors hold about 81.48% of the ETF's total stock, highlighting significant interest in the iShares 7-10 Year Treasury Bond ETF.

Performance of iShares 7-10 Year Treasury Bond ETF

On the market, shares of the iShares 7-10 Year Treasury Bond ETF (NASDAQ: IEF) experienced a slight decline, dropping by $0.15 to reach $92.20 during trading on Monday. The ETF saw a trading volume of approximately 1,991,538 shares, which is lower than its average volume of 3,246,924 shares. The ETF has a fifty-day moving average of $93.72 and a two-hundred-day moving average of $95.40. Its market capitalization stands at about $31.32 billion, with a price-to-earnings ratio of -21.67 and a beta of 0.05. The ETF has recorded a fifty-two week low of $91.02 and a high of $99.18.

Dividend Announcement from iShares 7-10 Year Treasury Bond ETF

Recently, the ETF declared a monthly dividend, which was paid out on December 23rd. Shareholders as of December 18th received a dividend of $0.3075. The ex-dividend date was also December 18th. This marks an increase compared to the prior monthly dividend of $0.29, resulting in an annualized dividend of $3.69 and a yield of roughly 4.00%.

Overview of iShares 7-10 Year Treasury Bond ETF

The iShares 7-10 Year Treasury Bond ETF is an exchange-traded fund created to track the investment performance of U.S. Treasury bonds that have remaining maturities ranging from seven to ten years. The fund targets the results of the Barclays U.S. Treasury Index.

Silverleafe, Investment, ETF