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

JB Capital’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	$1.27M	Buy	13,323 +2,023	+18%	+$195K	0.05%	127
2025 Q4	$1.09M	Buy	11,300 +1,546	+16%	+$150K	0.04%	138
2025 Q3	$941K	Buy	9,754 +2,004	+26%	+$192K	0.04%	137
2025 Q2	$742K	Buy	7,750 +1,327	+21%	+$125K	0.04%	142
2025 Q1	$613K	Buy	6,423 +1,785	+38%	+$167K	0.03%	143
2024 Q4	$429K	Buy	+4,638	New	+$438K	0.02%	161
2023 Q2	–	Sell	-4,858	Closed	-$482K	–	175
2023 Q1	$482K	Buy	+4,858	New	+$475K	0.04%	111
2022 Q4	–	Hold	0	–	–	–	135

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

JB Capital's IEF Position: Q1 2026 in Review

JB Capital increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 18% in Q1 2026, buying an estimated $195K and bringing the position to 13,323 shares worth $1.27M. The position accounts for 0.05% of the portfolio, ranked #127.

JB Capital first reported a position in IEF in Q1 2023 and has held it in 7 quarters since. 1,115 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

JB Capital held 13,323 shares of iShares 7-10 Year Treasury Bond ETF worth $1.27M as of Q1 2026.
JB Capital bought 2,023 iShares 7-10 Year Treasury Bond ETF shares in Q1 2026, an estimated $195K.
iShares 7-10 Year Treasury Bond ETF made up 0.05% of JB Capital's portfolio in Q1 2026, its #127 holding.
JB Capital first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2023 and has held it in 7 quarters since.
1,115 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2026.

Based on JB Capital's 13F filing for Q1 2026, filed 27 Apr 2026.