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JT Stratford LLC’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

JT Stratford LLC’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
2025
Q4 		– Sell
-2,606
Closed -$251K – 315
2025
Q3 		$251K Sell
2,606
-36,739
-93% -$3.51M 0.03% 273
2025
Q2 		$3.77M Buy
39,345
+2,626
+7% +$248K 0.57% 36
2025
Q1 		$3.5M Buy
36,719
+1,207
+3% +$113K 0.62% 30
2024
Q4 		$3.28M Buy
35,512
+19,869
+127% +$1.88M 0.54% 36
2024
Q3 		$1.53M Buy
15,643
+656
+4% +$63.4K 0.26% 89
2024
Q2 		$1.4M Buy
14,987
+1,856
+14% +$172K 0.26% 89
2024
Q1 		$1.24M Buy
13,131
+775
+6% +$73.4K 0.25% 107
2023
Q4 		$1.19M Sell
12,356
-135
-1% -$12.5K 0.27% 95
2023
Q3 		$1.14M Sell
12,491
-68
-0.5% -$6.41K 0.3% 95
2023
Q2 		$1.21M Buy
12,559
+251
+2% +$24.7K 0.33% 84
2023
Q1 		$1.22M Buy
12,308
+2,491
+25% +$244K 0.35% 78
2022
Q4 		$940K Buy
+9,817
New +$943K 0.3% 90
2021
Q3 		– Sell
-3,447
Closed -$398K – 218
2021
Q2 		$398K Buy
3,447
+140
+4% +$16K 0.13% 145
2021
Q1 		$373K Buy
3,307
+140
+4% +$16.3K 0.13% 144
2020
Q4 		$380K Sell
3,167
-173
-5% -$20.8K 0.14% 121
2020
Q3 		$407K Sell
3,340
-607
-15% -$74K 0.18% 104
2020
Q2 		$481K Buy
+3,947
New +$480K 0.25% 94

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

JT Stratford LLC's IEF Position: Q4 2025 in Review

JT Stratford LLC sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q4 2025, closing a stake of 2,606 shares — an estimated $251K sold.

JT Stratford LLC first reported a position in IEF in Q2 2020 and held it in 17 quarters. The position peaked at $3.77M in Q2 2025. 1,090 funds tracked by Wall St. Rank hold IEF as of Q4 2025.

  • JT Stratford LLC reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q4 2025 after selling out during the quarter.
  • JT Stratford LLC sold 2,606 iShares 7-10 Year Treasury Bond ETF shares in Q4 2025, an estimated $251K.
  • JT Stratford LLC first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2020 and held it in 17 quarters.
  • JT Stratford LLC's iShares 7-10 Year Treasury Bond ETF position peaked at $3.77M in Q2 2025.
  • 1,090 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q4 2025.

Based on JT Stratford LLC's 13F filing for Q4 2025, filed 12 Feb 2026.