JCIC Asset Management’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

JCIC Asset 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
2026 Q2	$205K	Hold	2,145	–	–	0.06%	58
2026 Q1	$205K	Hold	2,145	–	–	0.06%	58
2025 Q4	$206K	Hold	2,145	–	–	0.06%	52
2025 Q3	$207K	Buy	+2,145	New	+$205K	0.06%	51
2025 Q1	$205K	Buy	+2,145	New	+$201K	0.09%	44

Other funds holding IEF

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

WCM

Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

MATAURO New York $756M AUM 20.74% 1-Year Est. Return

CIM

CenturyLink Investment Management Denver, Colorado $129M AUM 11.15% 1-Year Est. Return

RBCM

Raub Brock Capital Management Larkspur, California $363M AUM 12.74% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

JCIC Asset Management's IEF Position: Q2 2026 in Review

JCIC Asset Management held its iShares 7-10 Year Treasury Bond ETF (IEF) position steady in Q2 2026 at 2,145 shares worth $205K. The position accounts for 0.06% of the portfolio, ranked #58.

JCIC Asset Management first reported a position in IEF in Q1 2025 and has held it in 5 quarters since. The position peaked at $207K in Q3 2025. 259 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

JCIC Asset Management held 2,145 shares of iShares 7-10 Year Treasury Bond ETF worth $205K as of Q2 2026.
JCIC Asset Management left its iShares 7-10 Year Treasury Bond ETF share count unchanged in Q2 2026.
iShares 7-10 Year Treasury Bond ETF made up 0.06% of JCIC Asset Management's portfolio in Q2 2026, its #58 holding.
JCIC Asset Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2025 and has held it in 5 quarters since.
JCIC Asset Management's iShares 7-10 Year Treasury Bond ETF position peaked at $207K in Q3 2025.
259 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on JCIC Asset Management's 13F filing for Q2 2026, filed 17 Jul 2026.