Janney Capital Management’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Janney Capital Management’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
2025 Q4	$8.9M	Sell	92,531 -2,475	-3%	-$239K	0.56%	72
2025 Q3	$9.16M	Sell	95,006 -2,051	-2%	-$196K	0.57%	75
2025 Q2	$9.29M	Sell	97,057 -1,883	-2%	-$178K	0.6%	77
2025 Q1	$9.44M	Buy	98,940 +1,250	+1%	+$117K	0.65%	65
2024 Q4	$9.03M	Sell	97,690 -6,123	-6%	-$579K	0.6%	71
2024 Q3	$10.2M	Sell	103,813 -2,125	-2%	-$205K	0.69%	69
2024 Q2	$9.92M	Sell	105,938 -1,272	-1%	-$118K	0.7%	63
2024 Q1	$10.1M	Sell	107,210 -1,638	-2%	-$155K	0.67%	66
2023 Q4	$10.5M	Sell	108,848 -7,116	-6%	-$658K	0.7%	61
2023 Q3	$10.6M	Sell	115,964 -3,653	-3%	-$345K	0.82%	50
2023 Q2	$11.6M	Sell	119,617 -1,958	-2%	-$192K	0.8%	50
2023 Q1	$12.1M	Sell	121,575 -4,788	-4%	-$468K	0.91%	43
2022 Q4	$12.1M	Sell	126,363 -2,749	-2%	-$264K	0.86%	40
2022 Q3	$12.4M	Buy	+129,112	New	+$13.1M	1.01%	33

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

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Janney Capital Management's IEF Position: Q4 2025 in Review

Janney Capital Management reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 2.6% in Q4 2025, selling an estimated $239K and leaving 92,531 shares worth $8.9M. The position accounts for 0.56% of the portfolio, ranked #72.

Janney Capital Management first reported a position in IEF in Q3 2022 and has held it in 14 quarters since. The position peaked at $12.4M in Q3 2022. 1,090 funds tracked by Wall St. Rank hold IEF as of Q4 2025.

Janney Capital Management held 92,531 shares of iShares 7-10 Year Treasury Bond ETF worth $8.9M as of Q4 2025.
Janney Capital Management sold 2,475 iShares 7-10 Year Treasury Bond ETF shares in Q4 2025, an estimated $239K.
iShares 7-10 Year Treasury Bond ETF made up 0.56% of Janney Capital Management's portfolio in Q4 2025, its #72 holding.
Janney Capital Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2022 and has held it in 14 quarters since.
Janney Capital Management's iShares 7-10 Year Treasury Bond ETF position peaked at $12.4M in Q3 2022.
1,090 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q4 2025.

Based on Janney Capital Management's 13F filing for Q4 2025, filed 11 Feb 2026.