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 Q3	$112K	Sell	1,250 -895	-42%	-$82.8K	0.05%	48
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

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return

Wilshire Advisors Santa Monica, California $44.5B AUM 9.21% 1-Year Est. Return

JCIC Asset Management's IEF Position: Q3 2026 in Review

JCIC Asset Management reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 42% in Q3 2026, selling an estimated $82.8K and leaving 1,250 shares worth $112K. The position accounts for 0.05% of the portfolio, ranked #48.

JCIC Asset Management first reported a position in IEF in Q1 2025 and has held it in 6 quarters since. The position peaked at $207K in Q3 2025. 990 funds tracked by Wall St. Rank hold IEF as of Q3 2026.

JCIC Asset Management held 1,250 shares of iShares 7-10 Year Treasury Bond ETF worth $112K as of Q3 2026.
JCIC Asset Management sold 895 iShares 7-10 Year Treasury Bond ETF shares in Q3 2026, an estimated $82.8K.
iShares 7-10 Year Treasury Bond ETF made up 0.05% of JCIC Asset Management's portfolio in Q3 2026, its #48 holding.
JCIC Asset Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2025 and has held it in 6 quarters since.
JCIC Asset Management's iShares 7-10 Year Treasury Bond ETF position peaked at $207K in Q3 2025.
990 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2026.

Based on JCIC Asset Management's 13F filing for Q3 2026, filed 30 Oct 2026.