JIR
IEF icon

James Investment Research’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

James Investment Research’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 		$6.55M Buy
69,262
+7,582
+12% +$718K 0.67% 40
2026
Q1 		$5.89M Sell
61,680
-1,499
-2% -$144K 0.66% 42
2025
Q4 		$6.08M Buy
63,179
+1,631
+3% +$158K 0.66% 38
2025
Q3 		$5.94M Buy
61,548
+3,940
+7% +$377K 0.65% 41
2025
Q2 		$5.52M Sell
57,608
-120
-0.2% -$11.3K 0.66% 40
2025
Q1 		$5.51M Sell
57,728
-381
-0.7% -$35.6K 0.7% 39
2024
Q4 		$5.37M Sell
58,109
-347
-0.6% -$32.8K 0.64% 41
2024
Q3 		$5.74M Buy
58,456
+10,121
+21% +$978K 0.66% 45
2024
Q2 		$4.53M Buy
48,335
+14,458
+43% +$1.34M 0.54% 54
2024
Q1 		$3.21M Sell
33,877
-787
-2% -$74.6K 0.38% 81
2023
Q4 		$3.34M Sell
34,664
-58,079
-63% -$5.37M 0.42% 72
2023
Q3 		$8.49M Buy
92,743
+314
+0.3% +$29.6K 1.12% 23
2023
Q2 		$8.93M Buy
92,429
+13,636
+17% +$1.34M 1.14% 23
2023
Q1 		$7.81M Buy
78,793
+37,045
+89% +$3.62M 1.03% 27
2022
Q4 		$4M Sell
41,748
-4,944
-11% -$475K 0.56% 61
2022
Q3 		$4.48M Buy
46,692
+4,926
+12% +$500K 0.64% 50
2022
Q2 		$4.27M Buy
41,766
+8,543
+26% +$877K 0.57% 52
2022
Q1 		$3.57M Sell
33,223
-839
-2% -$93.1K 0.37% 79
2021
Q4 		$3.92M Sell
34,062
-7,765
-19% -$893K 0.36% 80
2021
Q3 		$4.82M Buy
41,827
+10,121
+32% +$1.18M 0.45% 70
2021
Q2 		$3.66M Sell
31,706
-22,750
-42% -$2.6M 0.31% 90
2021
Q1 		$6.15M Sell
54,456
-83,418
-61% -$9.72M 0.56% 61
2020
Q4 		$16.5M Sell
137,874
-63,589
-32% -$7.65M 1.49% 11
2020
Q3 		$24.5M Sell
201,463
-31,188
-13% -$3.8M 2.27% 6
2020
Q2 		$28.4M Buy
232,651
+8,797
+4% +$1.07M 2.65% 4
2020
Q1 		$27.2M Buy
223,854
+8,347
+4% +$961K 2.81% 3
2019
Q4 		$23.8M Sell
215,507
-186,597
-46% -$20.8M 1.66% 11
2019
Q3 		$45.2M Buy
402,104
+76,436
+23% +$8.53M 3.28% 2
2019
Q2 		$35.8M Sell
325,668
-96,039
-23% -$10.3M 2.6% 3
2019
Q1 		$45M Buy
421,707
+6,058
+1% +$634K 2.94% 1
2018
Q4 		$43.3M Buy
415,649
+353,531
+569% +$35.8M 2.7% 1
2018
Q3 		$6.28M Sell
62,118
-11,270
-15% -$1.15M 0.26% 83
2018
Q2 		$7.52M Sell
73,388
-42,294
-37% -$4.31M 0.29% 77
2018
Q1 		$11.9M Buy
115,682
+21,373
+23% +$2.2M 0.45% 55
2017
Q4 		$9.96M Sell
94,309
-23,544
-20% -$2.5M 0.34% 71
2017
Q3 		$12.6M Buy
117,853
+17,724
+18% +$1.9M 0.42% 66
2017
Q2 		$10.7M Sell
100,129
-129,519
-56% -$13.8M 0.33% 88
2017
Q1 		$24.2M Buy
229,648
+147,866
+181% +$15.5M 0.68% 46
2016
Q4 		$8.57M Sell
81,782
-9,211
-10% -$989K 0.22% 136
2016
Q3 		$10.2M Sell
90,993
-17,902
-16% -$2.01M 0.27% 109
2016
Q2 		$12.3M Sell
108,895
-6,456
-6% -$714K 0.31% 99
2016
Q1 		$12.7M Buy
115,351
+7,148
+7% +$780K 0.31% 94
2015
Q4 		$11.4M Buy
108,203
+6,366
+6% +$679K 0.28% 101
2015
Q3 		$11M Sell
101,837
-46,383
-31% -$4.93M 0.29% 99
2015
Q2 		$15.6M Buy
+148,220
New +$15.8M 0.36% 89
2015
Q1 		– Hold
0
– – – 84
2014
Q4 		– Hold
0
– – – 75
2014
Q3 		– Hold
0
– – – 47
2014
Q2 		– Hold
0
– – – 38
2014
Q1 		– Hold
0
– – – 45
2013
Q4 		– Hold
0
– – – 85
2013
Q3 		– Hold
0
– – – 59
2013
Q2 		– Hold
0
– – – 22

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

James Investment Research's IEF Position: Q2 2026 in Review

James Investment Research increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 12% in Q2 2026, buying an estimated $718K and bringing the position to 69,262 shares worth $6.55M. The position accounts for 0.67% of the portfolio, ranked #40.

James Investment Research first reported a position in IEF in Q2 2015 and has held it in 45 quarters since. The position peaked at $45.2M in Q3 2019. 1,136 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

  • James Investment Research held 69,262 shares of iShares 7-10 Year Treasury Bond ETF worth $6.55M as of Q2 2026.
  • James Investment Research bought 7,582 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $718K.
  • iShares 7-10 Year Treasury Bond ETF made up 0.67% of James Investment Research's portfolio in Q2 2026, its #40 holding.
  • James Investment Research first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2015 and has held it in 45 quarters since.
  • James Investment Research's iShares 7-10 Year Treasury Bond ETF position peaked at $45.2M in Q3 2019.
  • 1,136 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on James Investment Research's 13F filing for Q2 2026, filed 24 Jul 2026.