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

Joule Financial’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	$30.9M	Sell	326,912 -1,384	-0.4%	-$131K	8.38%	3
2026 Q1	$31.3M	Buy	328,296 +44,085	+16%	+$4.24M	9.13%	3
2025 Q4	$27.3M	Buy	284,211 +5,167	+2%	+$500K	8.19%	4
2025 Q3	$26.9M	Buy	279,044 +109,637	+65%	+$10.5M	8.06%	4
2025 Q2	$16.2M	Buy	169,407 +1,097	+0.7%	+$104K	5.27%	6
2025 Q1	$16.1M	Buy	168,310 +4,332	+3%	+$405K	5.63%	5
2024 Q4	$15.2M	Buy	163,978 +4,503	+3%	+$425K	5.36%	6
2024 Q3	$15.6M	Buy	159,475 +31,452	+25%	+$3.04M	5.69%	6
2024 Q2	$12M	Buy	128,023 +115,065	+888%	+$10.7M	4.87%	6
2024 Q1	$1.23M	Buy	12,958 +1,694	+15%	+$161K	0.51%	28
2023 Q4	$1.09M	Buy	11,264 +1,136	+11%	+$105K	0.5%	30
2023 Q3	$928K	Buy	10,128 +182	+2%	+$17.2K	0.47%	31
2023 Q2	$961K	Buy	9,946 +1,167	+13%	+$115K	0.5%	27
2023 Q1	$870K	Buy	8,779 +1,118	+15%	+$109K	0.47%	28
2022 Q4	$734K	Buy	7,661 +118	+2%	+$11.3K	0.49%	32
2022 Q3	$724K	Hold	7,543	–	–	0.54%	32
2022 Q2	$772K	Buy	+7,543	New	+$774K	0.6%	29

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

Joule Financial's IEF Position: Q2 2026 in Review

Joule Financial reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 0.42% in Q2 2026, selling an estimated $131K and leaving 326,912 shares worth $30.9M. The position accounts for 8.38% of the portfolio, ranked #3.

Joule Financial first reported a position in IEF in Q2 2022 and has held it in 17 quarters since. The position peaked at $31.3M in Q1 2026. 1,138 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Joule Financial held 326,912 shares of iShares 7-10 Year Treasury Bond ETF worth $30.9M as of Q2 2026.
Joule Financial sold 1,384 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $131K.
iShares 7-10 Year Treasury Bond ETF made up 8.38% of Joule Financial's portfolio in Q2 2026, its #3 holding.
Joule Financial first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2022 and has held it in 17 quarters since.
Joule Financial's iShares 7-10 Year Treasury Bond ETF position peaked at $31.3M in Q1 2026.
1,138 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Joule Financial's 13F filing for Q2 2026, filed 15 Jul 2026.