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 Q3	$179	Hold	2	–	–	﹤0.01%	387
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 $348B AUM 26.9% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return

Wilshire Advisors Santa Monica, California $44.5B AUM 9.21% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Luminist Capital's IEF Position: Q3 2026 in Review

Luminist Capital held its iShares 7-10 Year Treasury Bond ETF (IEF) position steady in Q3 2026 at 2 shares worth $179. The position accounts for ﹤0.01% of the portfolio, ranked #387.

Luminist Capital first reported a position in IEF in Q4 2024 and has held it in 7 quarters since. The position peaked at $26.4K in Q4 2024. 877 funds tracked by Wall St. Rank hold IEF as of Q3 2026.

Luminist Capital held 2 shares of iShares 7-10 Year Treasury Bond ETF worth $179 as of Q3 2026.
Luminist Capital left its iShares 7-10 Year Treasury Bond ETF share count unchanged in Q3 2026.
iShares 7-10 Year Treasury Bond ETF made up ﹤0.01% of Luminist Capital's portfolio in Q3 2026, its #387 holding.
Luminist Capital first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2024 and has held it in 7 quarters since.
Luminist Capital's iShares 7-10 Year Treasury Bond ETF position peaked at $26.4K in Q4 2024.
877 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2026.

Based on Luminist Capital's 13F filing for Q3 2026, filed 10 Nov 2026.