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JDM Financial Group’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

JDM Financial Group’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 		– Sell
-2,615
Closed -$251K – 319
2025
Q4 		$251K Buy
+2,615
New +$253K 0.1% 58

Other funds holding IEF

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

JDM Financial Group's IEF Position: Q1 2026 in Review

JDM Financial Group sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q1 2026, closing a stake of 2,615 shares — an estimated $251K sold.

JDM Financial Group first reported a position in IEF in Q4 2025 and held it in 1 quarter. The position peaked at $251K in Q4 2025. 1,114 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

  • JDM Financial Group reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q1 2026 after selling out during the quarter.
  • JDM Financial Group sold 2,615 iShares 7-10 Year Treasury Bond ETF shares in Q1 2026, an estimated $251K.
  • JDM Financial Group first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2025 and held it in 1 quarter.
  • JDM Financial Group's iShares 7-10 Year Treasury Bond ETF position peaked at $251K in Q4 2025.
  • 1,114 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2026.

Based on JDM Financial Group's 13F filing for Q1 2026, filed 21 May 2026.