Jessup Wealth Management
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Jessup Wealth Management’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Jessup Wealth 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 		$404K Sell
4,524
-114,128
-96% -$10.6M 0.09% 63
2026
Q2 		$11.2M Buy
118,652
+1,450
+1% +$137K 3.35% 10
2026
Q1 		$11.2M Buy
117,202
+2,693
+2% +$259K 4.08% 6
2025
Q4 		$11M Buy
114,509
+5,384
+5% +$521K 3.64% 7
2025
Q3 		$10.5M Buy
109,125
+13,941
+15% +$1.33M 3.92% 9
2025
Q2 		$9.12M Sell
95,184
-4,069
-4% -$385K 3.66% 8
2025
Q1 		$9.47M Buy
99,253
+43,618
+78% +$4.08M 3.98% 7
2024
Q4 		$5.14M Buy
+55,635
New +$5.26M 2.19% 17

Other funds holding IEF

Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
AIA Group
AIA Group Hong Kong $8.11B AUM 23.7% 1-Year Est. Return
Coldstream Capital Management
Coldstream Capital Management Bellevue, Washington $8.21B AUM 20.06% 1-Year Est. Return

Jessup Wealth Management's IEF Position: Q3 2026 in Review

Jessup Wealth Management reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 96% in Q3 2026, selling an estimated $10.6M and leaving 4,524 shares worth $404K. The position accounts for 0.09% of the portfolio, ranked #63.

Jessup Wealth Management first reported a position in IEF in Q4 2024 and has held it in 8 quarters since. The position peaked at $11.2M in Q2 2026. 766 funds tracked by Wall St. Rank hold IEF as of Q3 2026.

  • Jessup Wealth Management held 4,524 shares of iShares 7-10 Year Treasury Bond ETF worth $404K as of Q3 2026.
  • Jessup Wealth Management sold 114,128 iShares 7-10 Year Treasury Bond ETF shares in Q3 2026, an estimated $10.6M.
  • iShares 7-10 Year Treasury Bond ETF made up 0.09% of Jessup Wealth Management's portfolio in Q3 2026, its #63 holding.
  • Jessup Wealth Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2024 and has held it in 8 quarters since.
  • Jessup Wealth Management's iShares 7-10 Year Treasury Bond ETF position peaked at $11.2M in Q2 2026.
  • 766 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2026.

Based on Jessup Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.