Jones Financial Companies’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Jones Financial Companies’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	$16.3M	Buy	171,533 +21,407	+14%	+$2.03M	0.01%	744
2026 Q1	$14.2M	Buy	150,126 +21,398	+17%	+$2.06M	0.01%	704
2025 Q4	$12.4M	Buy	128,728 +16,827	+15%	+$1.63M	0.01%	405
2025 Q3	$10.8M	Buy	111,901 +23,819	+27%	+$2.28M	0.01%	391
2025 Q2	$8.4M	Buy	88,082 +26,671	+43%	+$2.52M	0.01%	393
2025 Q1	$5.84M	Buy	61,411 +15,720	+34%	+$1.47M	0.01%	393
2024 Q4	$4.22M	Buy	45,691 +18,576	+69%	+$1.76M	﹤0.01%	387
2024 Q3	$2.67M	Buy	27,115 +18,907	+230%	+$1.83M	﹤0.01%	395
2024 Q2	$769K	Buy	+8,208	New	+$763K	﹤0.01%	465
2024 Q1	–	Sell	-750	Closed	-$72.3K	–	1410
2023 Q4	$72.3K	Buy	+750	New	+$69.4K	﹤0.01%	436
2023 Q1	–	Sell	-191	Closed	-$18K	–	664
2022 Q4	$18K	Buy	+191	New	+$18.3K	﹤0.01%	432
2022 Q3	–	Sell	-167	Closed	-$17K	–	630
2022 Q2	$17K	Buy	+167	New	+$17.1K	﹤0.01%	426

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

Jones Financial Companies's IEF Position: Q2 2026 in Review

Jones Financial Companies increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 14% in Q2 2026, buying an estimated $2.03M and bringing the position to 171,533 shares worth $16.3M. The position accounts for 0.01% of the portfolio, ranked #744.

Jones Financial Companies first reported a position in IEF in Q2 2022 and has held it in 12 quarters since. 1,136 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Jones Financial Companies held 171,533 shares of iShares 7-10 Year Treasury Bond ETF worth $16.3M as of Q2 2026.
Jones Financial Companies bought 21,407 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $2.03M.
iShares 7-10 Year Treasury Bond ETF made up 0.01% of Jones Financial Companies's portfolio in Q2 2026, its #744 holding.
Jones Financial Companies first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2022 and has held it in 12 quarters since.
1,136 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.