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 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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

JB Capital's IEF Position: Q2 2026 in Review

JB Capital increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 71% in Q2 2026, buying an estimated $895K and bringing the position to 22,777 shares worth $2.15M. The position accounts for 0.07% of the portfolio, ranked #112.

JB Capital first reported a position in IEF in Q1 2023 and has held it in 8 quarters since. 1,138 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

JB Capital held 22,777 shares of iShares 7-10 Year Treasury Bond ETF worth $2.15M as of Q2 2026.
JB Capital bought 9,454 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $895K.
iShares 7-10 Year Treasury Bond ETF made up 0.07% of JB Capital's portfolio in Q2 2026, its #112 holding.
JB Capital first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2023 and has held it in 8 quarters since.
1,138 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on JB Capital's 13F filing for Q2 2026, filed 29 Jul 2026.