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MJP Associates’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

MJP Associates’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
Q2 		– Sell
-389,501
Closed -$37.1M – 240
2025
Q1 		$37.1M Buy
389,501
+23,867
+7% +$2.23M 6.7% 3
2024
Q4 		$33.8M Buy
365,634
+3,213
+0.9% +$304K 6.07% 4
2024
Q3 		$35.6M Buy
362,421
+14,361
+4% +$1.39M 6.74% 3
2024
Q2 		$32.6M Sell
348,060
-9,624
-3% -$894K 6.78% 3
2024
Q1 		$33.9M Buy
357,684
+38,161
+12% +$3.62M 7.37% 3
2023
Q4 		$30.8M Sell
319,523
-12,773
-4% -$1.18M 8.21% 4
2023
Q3 		$30.4M Sell
332,296
-2,523
-0.8% -$238K 8.84% 4
2023
Q2 		$32.3M Buy
334,819
+12,457
+4% +$1.22M 10.58% 3
2023
Q1 		$32M Buy
322,362
+6,758
+2% +$661K 9.78% 3
2022
Q4 		$30.2M Buy
315,604
+16,912
+6% +$1.62M 8.81% 3
2022
Q3 		$28.7M Buy
+298,692
New +$30.3M 8.58% 4

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

MJP Associates's IEF Position: Q2 2025 in Review

MJP Associates sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q2 2025, closing a stake of 389,501 shares — an estimated $37.1M sold.

MJP Associates first reported a position in IEF in Q3 2022 and held it in 11 quarters. The position peaked at $37.1M in Q1 2025. 1,012 funds tracked by Wall St. Rank hold IEF as of Q2 2025.

  • MJP Associates reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q2 2025 after selling out during the quarter.
  • MJP Associates sold 389,501 iShares 7-10 Year Treasury Bond ETF shares in Q2 2025, an estimated $37.1M.
  • MJP Associates first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2022 and held it in 11 quarters.
  • MJP Associates's iShares 7-10 Year Treasury Bond ETF position peaked at $37.1M in Q1 2025.
  • 1,012 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2025.

Based on MJP Associates's 13F filing for Q2 2025, filed 8 Aug 2025.