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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
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
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 $9.54B AUM 19.86% 1-Year Est. Return

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

Jefferies Financial Group opened a new position in iShares 7-10 Year Treasury Bond ETF (IEF) in Q1 2026: 181,439 shares worth $17.3M. The stake represents 0.12% of the portfolio and ranks #141 among its holdings. This is a return to the name: Jefferies Financial Group previously reported a position in IEF as recently as Q2 2016.

Jefferies Financial Group first reported a position in IEF in Q2 2016 and has held it in 2 quarters since. 1,115 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

  • Jefferies Financial Group held 181,439 shares of iShares 7-10 Year Treasury Bond ETF worth $17.3M as of Q1 2026.
  • iShares 7-10 Year Treasury Bond ETF was a new Jefferies Financial Group position in Q1 2026.
  • iShares 7-10 Year Treasury Bond ETF made up 0.12% of Jefferies Financial Group's portfolio in Q1 2026, its #141 holding.
  • Jefferies Financial Group first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2016 and has held it in 2 quarters since.
  • 1,115 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2026.

Based on Jefferies Financial Group's 13F filing for Q1 2026, filed 8 May 2026.