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 Q3	$2.12M	Buy	23,779 +1,002	+4%	+$92.7K	0.07%	111
2026 Q2	$2.15M	Buy	22,777 +9,454	+71%	+$895K	0.07%	112
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

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

Wealthcare Capital Management Richmond, Virginia $911M AUM 7.69% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

AAG

Avalon Advisory Group Wexford, Pennsylvania $266M AUM 7.19% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

CenturyLink Investment Management Denver, Colorado $126M AUM 0.66% 1-Year Est. Return

Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return

Raub Brock Capital Management Larkspur, California $326M AUM 6.45% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

JB Capital's IEF Position: Q3 2026 in Review

JB Capital increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 4.4% in Q3 2026, buying an estimated $92.7K and bringing the position to 23,779 shares worth $2.12M. The position accounts for 0.07% of the portfolio, ranked #111.

JB Capital first reported a position in IEF in Q1 2023 and has held it in 9 quarters since. The position peaked at $2.15M in Q2 2026. 331 funds tracked by Wall St. Rank hold IEF as of Q3 2026.

JB Capital held 23,779 shares of iShares 7-10 Year Treasury Bond ETF worth $2.12M as of Q3 2026.
JB Capital bought 1,002 iShares 7-10 Year Treasury Bond ETF shares in Q3 2026, an estimated $92.7K.
iShares 7-10 Year Treasury Bond ETF made up 0.07% of JB Capital's portfolio in Q3 2026, its #111 holding.
JB Capital first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2023 and has held it in 9 quarters since.
JB Capital's iShares 7-10 Year Treasury Bond ETF position peaked at $2.15M in Q2 2026.
331 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2026.

Based on JB Capital's 13F filing for Q3 2026, filed 19 Oct 2026.