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Caitlin John’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Caitlin John’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 		$714K Buy
7,549
+312
+4% +$29.5K 0.39% 61
2026
Q1 		$691K Buy
7,237
+374
+5% +$36K 0.41% 39
2025
Q4 		$660K Buy
6,863
+3,755
+121% +$363K 0.43% 50
2025
Q3 		$300K Buy
3,108
+1,000
+47% +$95.6K 0.21% 105
2025
Q2 		$202K Sell
2,108
-661
-24% -$62.5K 0.18% 122
2025
Q1 		$264K Buy
2,769
+13
+0.5% +$1.22K 0.26% 104
2024
Q4 		$255K Sell
2,756
-64
-2% -$6.05K 0.17% 118
2024
Q3 		$263K Buy
2,820
+302
+12% +$29.2K 0.16% 122
2024
Q2 		$236K Hold
2,518
– – 0.17% 116
2024
Q1 		$238K Buy
2,518
+1,001
+66% +$94.9K 0.18% 110
2023
Q4 		$146K Buy
+1,517
New +$140K 0.12% 123

Other funds holding IEF

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Raymond James Financial
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

Caitlin John's IEF Position: Q2 2026 in Review

Caitlin John increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 4.3% in Q2 2026, buying an estimated $29.5K and bringing the position to 7,549 shares worth $714K. The position accounts for 0.39% of the portfolio, ranked #61.

Caitlin John first reported a position in IEF in Q4 2023 and has held it in 11 quarters since. 1,138 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

  • Caitlin John held 7,549 shares of iShares 7-10 Year Treasury Bond ETF worth $714K as of Q2 2026.
  • Caitlin John bought 312 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $29.5K.
  • iShares 7-10 Year Treasury Bond ETF made up 0.39% of Caitlin John's portfolio in Q2 2026, its #61 holding.
  • Caitlin John first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,138 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Caitlin John's 13F filing for Q2 2026, filed 17 Aug 2026.