Janney Montgomery Scott
IEF icon

Janney Montgomery Scott’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Janney Montgomery Scott’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 		$130M Buy
1,371,260
+82,470
+6% +$7.8M 0.25% 86
2026
Q1 		$123M Buy
1,288,790
+174,811
+16% +$16.8M 0.3% 69
2025
Q4 		$107M Buy
1,113,979
+9,347
+0.8% +$904K 0.25% 91
2025
Q3 		$107M Buy
1,104,632
+113,545
+11% +$10.9M 0.25% 89
2025
Q2 		$94.9M Sell
991,087
-90,470
-8% -$8.55M 0.25% 89
2025
Q1 		$103M Sell
1,081,557
-16,206
-1% -$1.52M 0.29% 71
2024
Q4 		$101M Sell
1,097,763
-542,285
-33% -$51.2M 0.28% 71
2024
Q3 		$161M Sell
1,640,048
-106,059
-6% -$10.3M 0.45% 46
2024
Q2 		$164M Sell
1,746,107
-87,695
-5% -$8.15M 0.5% 37
2024
Q1 		$174M Buy
1,833,802
+459,546
+33% +$43.6M 0.52% 34
2023
Q4 		$132M Buy
1,374,256
+723,830
+111% +$66.9M 0.43% 47
2023
Q3 		$59.6M Sell
650,426
-126,843
-16% -$12M 0.22% 91
2023
Q2 		$75.1M Buy
777,269
+578,940
+292% +$56.9M 0.26% 78
2023
Q1 		$19.7M Buy
198,329
+87,721
+79% +$8.57M 0.08% 237
2022
Q4 		$10.6M Buy
110,608
+45,195
+69% +$4.34M 0.04% 414
2022
Q3 		$6.28M Buy
65,413
+16,460
+34% +$1.67M 0.03% 535
2022
Q2 		$4.99M Buy
48,953
+4,464
+10% +$458K 0.02% 605
2022
Q1 		$4.78M Sell
44,489
-64,682
-59% -$7.18M 0.02% 612
2021
Q4 		$12.6M Buy
109,171
+31,991
+41% +$3.68M 0.05% 334
2021
Q3 		$8.89M Buy
77,180
+5,992
+8% +$701K 0.04% 411
2021
Q2 		$8.22M Sell
71,188
-6,783
-9% -$776K 0.04% 424
2021
Q1 		$8.8M Sell
77,971
-24,930
-24% -$2.9M 0.04% 363
2020
Q4 		$12.3M Sell
102,901
-68,240
-40% -$8.21M 0.06% 286
2020
Q3 		$20.8M Sell
171,141
-3,658
-2% -$446K 0.12% 174
2020
Q2 		$21.3M Buy
174,799
+60,110
+52% +$7.3M 0.13% 171
2020
Q1 		$13.9M Buy
114,689
+5,203
+5% +$599K 0.11% 206
2019
Q4 		$12.1M Sell
109,486
-24,616
-18% -$2.74M 0.08% 254
2019
Q3 		$15.1M Sell
134,102
-9,800
-7% -$1.09M 0.11% 205
2019
Q2 		$15.8M Buy
143,902
+42,123
+41% +$4.51M 0.12% 190
2019
Q1 		$10.9M Sell
101,779
-6,980
-6% -$730K 0.09% 251
2018
Q4 		$11.3M Buy
108,759
+97,831
+895% +$9.91M 0.11% 210
2018
Q3 		$1.11M Sell
10,928
-16,896
-61% -$1.72M 0.01% 966
2018
Q2 		$2.85M Sell
27,824
-6,276
-18% -$639K 0.03% 542
2018
Q1 		$3.52M Sell
34,100
-175,338
-84% -$18.1M 0.04% 468
2017
Q4 		$22.1M Buy
209,438
+80,958
+63% +$8.59M 0.23% 97
2017
Q3 		$13.7M Buy
128,480
+39,575
+45% +$4.24M 0.16% 154
2017
Q2 		$9.48M Buy
88,905
+8,496
+11% +$907K 0.12% 204
2017
Q1 		$8.49M Buy
80,409
+6,366
+9% +$669K 0.11% 216
2016
Q4 		$7.76M Sell
74,043
-133,841
-64% -$14.4M 0.12% 203
2016
Q3 		$23.3M Sell
207,884
-174,428
-46% -$19.5M 0.41% 54
2016
Q2 		$43.2M Buy
382,312
+222,840
+140% +$24.6M 0.88% 24
2016
Q1 		$17.6M Buy
159,472
+134,264
+533% +$14.6M 0.46% 49
2015
Q4 		$2.66M Buy
25,208
+20,630
+451% +$2.2M 0.07% 280
2015
Q3 		$494K Sell
4,578
-136
-3% -$14.4K 0.01% 842
2015
Q2 		$495K Buy
4,714
+2,476
+111% +$264K 0.01% 1180
2015
Q1 		$243K Buy
+2,238
New +$241K ﹤0.01% 1935
2014
Q3 		– Sell
-27,544
Closed -$2.85M – 2306
2014
Q2 		$2.85M Buy
27,544
+121
+0.4% +$12.4K 0.06% 389
2014
Q1 		$2.79M Buy
+27,423
New +$2.78M 0.07% 366
2013
Q4 		– Sell
-5,924
Closed -$605K – 2027
2013
Q3 		$605K Buy
+5,924
New +$599K 0.02% 890

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

Janney Montgomery Scott's IEF Position: Q2 2026 in Review

Janney Montgomery Scott increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 6.4% in Q2 2026, buying an estimated $7.8M and bringing the position to 1,371,260 shares worth $130M. The position accounts for 0.25% of the portfolio, ranked #86.

Janney Montgomery Scott first reported a position in IEF in Q3 2013 and has held it in 49 quarters since. The position peaked at $174M in Q1 2024. 1,136 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

  • Janney Montgomery Scott held 1,371,260 shares of iShares 7-10 Year Treasury Bond ETF worth $130M as of Q2 2026.
  • Janney Montgomery Scott bought 82,470 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $7.8M.
  • iShares 7-10 Year Treasury Bond ETF made up 0.25% of Janney Montgomery Scott's portfolio in Q2 2026, its #86 holding.
  • Janney Montgomery Scott first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2013 and has held it in 49 quarters since.
  • Janney Montgomery Scott's iShares 7-10 Year Treasury Bond ETF position peaked at $174M in Q1 2024.
  • 1,136 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Janney Montgomery Scott's 13F filing for Q2 2026, filed 5 Aug 2026.