Jackson Hole Capital Partners’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Jackson Hole Capital Partners’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	$477	Hold	5	–	–	﹤0.01%	311
2025 Q4	$481	Hold	5	–	–	﹤0.01%	308
2025 Q3	$482	Hold	5	–	–	﹤0.01%	303
2025 Q2	$479	Hold	5	–	–	﹤0.01%	281
2025 Q1	$477	Hold	5	–	–	﹤0.01%	277
2024 Q4	$462	Hold	5	–	–	﹤0.01%	272
2024 Q3	$491	Hold	5	–	–	﹤0.01%	267
2024 Q2	$468	Hold	5	–	–	﹤0.01%	272
2024 Q1	$473	Hold	5	–	–	﹤0.01%	271
2023 Q4	$482	Hold	5	–	–	﹤0.01%	271
2023 Q3	$458	Hold	5	–	–	﹤0.01%	256
2023 Q2	$483	Hold	5	–	–	﹤0.01%	270
2023 Q1	$496	Hold	5	–	–	﹤0.01%	294
2022 Q4	$479	Hold	5	–	–	﹤0.01%	262
2022 Q3	$0	Buy	+5	New	+$507	﹤0.01%	266
2021 Q2	–	Sell	-59	Closed	-$7K	–	249
2021 Q1	$7K	Buy	+59	New	+$6.87K	﹤0.01%	230

Other funds holding IEF

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Jackson Hole Capital Partners's IEF Position: Q1 2026 in Review

Jackson Hole Capital Partners held its iShares 7-10 Year Treasury Bond ETF (IEF) position steady in Q1 2026 at 5 shares worth $477. The position accounts for ﹤0.01% of the portfolio, ranked #311.

Jackson Hole Capital Partners first reported a position in IEF in Q1 2021 and has held it in 16 quarters since. The position peaked at $7K in Q1 2021. 1,115 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

Jackson Hole Capital Partners held 5 shares of iShares 7-10 Year Treasury Bond ETF worth $477 as of Q1 2026.
Jackson Hole Capital Partners left its iShares 7-10 Year Treasury Bond ETF share count unchanged in Q1 2026.
iShares 7-10 Year Treasury Bond ETF made up ﹤0.01% of Jackson Hole Capital Partners's portfolio in Q1 2026, its #311 holding.
Jackson Hole Capital Partners first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2021 and has held it in 16 quarters since.
Jackson Hole Capital Partners's iShares 7-10 Year Treasury Bond ETF position peaked at $7K in Q1 2021.
1,115 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2026.

Based on Jackson Hole Capital Partners's 13F filing for Q1 2026, filed 8 May 2026.