J.E. Simmons & Co’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

J.E. Simmons & Co’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	$530K	Buy	5,600 +1,374	+33%	+$130K	0.3%	36
2026 Q1	$403K	Hold	4,226	–	–	0.27%	41
2025 Q4	$406K	Buy	+4,226	New	+$409K	0.26%	41

Other funds holding IEF

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

J.E. Simmons & Co's IEF Position: Q2 2026 in Review

J.E. Simmons & Co increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 33% in Q2 2026, buying an estimated $130K and bringing the position to 5,600 shares worth $530K. The position accounts for 0.3% of the portfolio, ranked #36.

J.E. Simmons & Co first reported a position in IEF in Q4 2025 and has held it in 3 quarters since. 1,137 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

J.E. Simmons & Co held 5,600 shares of iShares 7-10 Year Treasury Bond ETF worth $530K as of Q2 2026.
J.E. Simmons & Co bought 1,374 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $130K.
iShares 7-10 Year Treasury Bond ETF made up 0.3% of J.E. Simmons & Co's portfolio in Q2 2026, its #36 holding.
J.E. Simmons & Co first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2025 and has held it in 3 quarters since.
1,137 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on J.E. Simmons & Co's 13F filing for Q2 2026, filed 15 Jul 2026.