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 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 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 22.96% 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

Jessup Wealth Management's IEF Position: Q2 2026 in Review

Jessup Wealth Management increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 1.2% in Q2 2026, buying an estimated $137K and bringing the position to 118,652 shares worth $11.2M. The position accounts for 3.35% of the portfolio, ranked #10.

Jessup Wealth Management first reported a position in IEF in Q4 2024 and has held it in 7 quarters since. 1,137 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Jessup Wealth Management held 118,652 shares of iShares 7-10 Year Treasury Bond ETF worth $11.2M as of Q2 2026.
Jessup Wealth Management bought 1,450 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $137K.
iShares 7-10 Year Treasury Bond ETF made up 3.35% of Jessup Wealth Management's portfolio in Q2 2026, its #10 holding.
Jessup Wealth Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2024 and has held it in 7 quarters since.
1,137 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Jessup Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.