Luminist Capital’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Luminist Capital’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	$189	Buy	+2	New	+$189	﹤0.01%	393
2026 Q1	–	Sell	-182	Closed	-$17.5K	–	183
2025 Q4	$17.5K	Buy	182 +9	+5%	+$871	0.02%	103
2025 Q3	$16.7K	Sell	173 -61	-26%	-$5.83K	0.01%	150
2025 Q2	$22.3K	Sell	234 -30	-11%	-$2.84K	0.02%	127
2025 Q1	$25.2K	Sell	264 -22	-8%	-$2.06K	0.03%	94
2024 Q4	$26.4K	Buy	+286	New	+$27K	0.05%	89

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

Luminist Capital's IEF Position: Q2 2026 in Review

Luminist Capital opened a new position in iShares 7-10 Year Treasury Bond ETF (IEF) in Q2 2026: 2 shares worth $189. The stake represents ﹤0.01% of the portfolio and ranks #393 among its holdings. This is a return to the name: Luminist Capital previously reported a position in IEF as recently as Q4 2025.

Luminist Capital first reported a position in IEF in Q4 2024 and has held it in 6 quarters since. The position peaked at $26.4K in Q4 2024. 1,141 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Luminist Capital held 2 shares of iShares 7-10 Year Treasury Bond ETF worth $189 as of Q2 2026.
iShares 7-10 Year Treasury Bond ETF was a new Luminist Capital position in Q2 2026.
iShares 7-10 Year Treasury Bond ETF made up ﹤0.01% of Luminist Capital's portfolio in Q2 2026, its #393 holding.
Luminist Capital first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2024 and has held it in 6 quarters since.
Luminist Capital's iShares 7-10 Year Treasury Bond ETF position peaked at $26.4K in Q4 2024.
1,141 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Luminist Capital's 13F filing for Q2 2026, filed 7 Aug 2026.