JIP
IEF icon

Jaffetilchin Investment Partners’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Jaffetilchin Investment 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 		$418K Sell
4,377
-304
-6% -$29.2K 0.02% 296
2025
Q4 		$450K Sell
4,681
-1,974
-30% -$191K 0.03% 283
2025
Q3 		$642K Buy
6,655
+2,140
+47% +$205K 0.04% 242
2025
Q2 		$432K Buy
4,515
+13
+0.3% +$1.23K 0.03% 278
2025
Q1 		$429K Buy
4,502
+203
+5% +$19K 0.03% 263
2024
Q4 		$397K Sell
4,299
-1,133
-21% -$107K 0.03% 262
2024
Q3 		$533K Buy
5,432
+1,578
+41% +$153K 0.04% 218
2024
Q2 		$361K Sell
3,854
-50
-1% -$4.64K 0.03% 260
2024
Q1 		$370K Sell
3,904
-100
-2% -$9.48K 0.03% 256
2023
Q4 		$386K Buy
+4,004
New +$370K 0.04% 249
2023
Q1 		– Sell
-3,588
Closed -$344K – 369
2022
Q4 		$344K Sell
3,588
-1,123
-24% -$108K 0.04% 249
2022
Q3 		$452K Sell
4,711
-37,693
-89% -$3.82M 0.06% 193
2022
Q2 		$4.34M Buy
42,404
+40,326
+1,941% +$4.14M 0.51% 40
2022
Q1 		$214K Buy
+2,078
New +$231K 0.03% 298
2020
Q4 		– Sell
-49,707
Closed -$6.05M – 286
2020
Q3 		$6.05M Buy
49,707
+47,112
+1,815% +$5.75M 1.12% 21
2020
Q2 		$316K Buy
2,595
+403
+18% +$49K 0.07% 166
2020
Q1 		$266K Sell
2,192
-619
-22% -$71.2K 0.09% 129
2019
Q4 		$310K Sell
2,811
-1,473
-34% -$164K 0.07% 166
2019
Q3 		$482K Buy
+4,284
New +$478K 0.12% 117
2017
Q1 		– Sell
-4,339
Closed -$455K – 268
2016
Q4 		$455K Buy
+4,339
New +$466K 0.14% 124
2016
Q3 		– Sell
-38,827
Closed -$4.39M – 248
2016
Q2 		$4.39M Sell
38,827
-1,316
-3% -$146K 1.33% 18
2016
Q1 		$4.43M Buy
40,143
+617
+2% +$67.3K 1.4% 20
2015
Q4 		$4.17M Sell
39,526
-512
-1% -$54.6K 1.35% 17
2015
Q3 		$4.32M Buy
40,038
+110
+0.3% +$11.7K 1.61% 13
2015
Q2 		$4.19M Buy
39,928
+197
+0.5% +$21K 1.26% 16
2015
Q1 		$4.31M Buy
+39,731
New +$4.29M 1.3% 14

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 $9.54B AUM 19.86% 1-Year Est. Return

Jaffetilchin Investment Partners's IEF Position: Q1 2026 in Review

Jaffetilchin Investment Partners reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 6.5% in Q1 2026, selling an estimated $29.2K and leaving 4,377 shares worth $418K. The position accounts for 0.02% of the portfolio, ranked #296.

Jaffetilchin Investment Partners first reported a position in IEF in Q1 2015 and has held it in 26 quarters since. The position peaked at $6.05M in Q3 2020. 1,115 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

  • Jaffetilchin Investment Partners held 4,377 shares of iShares 7-10 Year Treasury Bond ETF worth $418K as of Q1 2026.
  • Jaffetilchin Investment Partners sold 304 iShares 7-10 Year Treasury Bond ETF shares in Q1 2026, an estimated $29.2K.
  • iShares 7-10 Year Treasury Bond ETF made up 0.02% of Jaffetilchin Investment Partners's portfolio in Q1 2026, its #296 holding.
  • Jaffetilchin Investment Partners first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2015 and has held it in 26 quarters since.
  • Jaffetilchin Investment Partners's iShares 7-10 Year Treasury Bond ETF position peaked at $6.05M in Q3 2020.
  • 1,115 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2026.

Based on Jaffetilchin Investment Partners's 13F filing for Q1 2026, filed 13 May 2026.