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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
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 $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

Caitlin John's IEF Position: Q1 2026 in Review

Caitlin John increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 5.4% in Q1 2026, buying an estimated $36K and bringing the position to 7,237 shares worth $691K. The position accounts for 0.41% of the portfolio, ranked #39.

Caitlin John first reported a position in IEF in Q4 2023 and has held it in 10 quarters since. 1,114 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

  • Caitlin John held 7,237 shares of iShares 7-10 Year Treasury Bond ETF worth $691K as of Q1 2026.
  • Caitlin John bought 374 iShares 7-10 Year Treasury Bond ETF shares in Q1 2026, an estimated $36K.
  • iShares 7-10 Year Treasury Bond ETF made up 0.41% of Caitlin John's portfolio in Q1 2026, its #39 holding.
  • Caitlin John first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2023 and has held it in 10 quarters since.
  • 1,114 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2026.

Based on Caitlin John's 13F filing for Q1 2026, filed 13 May 2026.