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

Jefferies 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 Q2	–	Sell	-80,000	Closed	-$7.64M	–	1833
2026 Q1	$7.64M	Buy	+80,000	New	+$7.7M	0.05%	250
2025 Q3	–	Sell	-20,000	Closed	-$1.92M	–	1558
2025 Q2	$1.92M	Buy	+20,000	New	+$1.89M	0.02%	541
2023 Q4	–	Sell	-75,000	Closed	-$6.87M	–	1826
2023 Q3	$6.87M	Buy	+75,000	New	+$7.07M	0.06%	259

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 22.9% 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

Jefferies Financial Group's IEF Position: Q2 2026 in Review

Jefferies Financial Group reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 79% in Q2 2026, selling an estimated $13.5M and leaving 38,397 shares worth $3.63M. The position accounts for 0.02% of the portfolio, ranked #474.

Jefferies Financial Group first reported a position in IEF in Q2 2016 and has held it in 3 quarters since. The position peaked at $17.3M in Q1 2026. 1,142 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Jefferies Financial Group held 38,397 shares of iShares 7-10 Year Treasury Bond ETF worth $3.63M as of Q2 2026.
Jefferies Financial Group sold 143,042 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $13.5M.
iShares 7-10 Year Treasury Bond ETF made up 0.02% of Jefferies Financial Group's portfolio in Q2 2026, its #474 holding.
Jefferies Financial Group first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2016 and has held it in 3 quarters since.
Jefferies Financial Group's iShares 7-10 Year Treasury Bond ETF position peaked at $17.3M in Q1 2026.
1,142 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Jefferies Financial Group's 13F filing for Q2 2026, filed 17 Aug 2026.