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Mount Lucas Management’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Mount Lucas Management’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
Q1 		$5.08M Buy
53,239
+32,760
+160% +$3.15M 1.88% 7
2025
Q4 		$1.97M Sell
20,479
-8,093
-28% -$783K 0.79% 35
2025
Q3 		$2.76M Sell
28,572
-21,114
-42% -$2.02M 1.13% 15
2025
Q2 		$4.76M Sell
49,686
-22,096
-31% -$2.09M 2.03% 6
2025
Q1 		$6.85M Buy
71,782
+48,571
+209% +$4.54M 2.2% 8
2024
Q4 		$2.15M Sell
23,211
-4,200
-15% -$397K 0.75% 26
2024
Q3 		$2.69M Sell
27,411
-1,104
-4% -$107K 0.92% 19
2024
Q2 		$2.67M Buy
28,515
+4,944
+21% +$459K 0.76% 28
2024
Q1 		$2.23M Sell
23,571
-12,613
-35% -$1.2M 0.61% 63
2023
Q4 		$3.49M Buy
+36,184
New +$3.35M 1% 21
2022
Q1 		– Sell
-47,555
Closed -$5.47M – 124
2021
Q4 		$5.47M Buy
47,555
+44,892
+1,686% +$5.16M 1.56% 6
2021
Q3 		$307K Buy
+2,663
New +$311K 0.09% 99
2020
Q1 		– Sell
-188,420
Closed -$20.8M – 67
2019
Q4 		$20.8M Sell
188,420
-96,213
-34% -$10.7M 4.14% 3
2019
Q3 		$32M Sell
284,633
-129,765
-31% -$14.5M 5.74% 3
2019
Q2 		$45.6M Sell
414,398
-95,011
-19% -$10.2M 7.71% 1
2019
Q1 		$54.3M Sell
509,409
-456,594
-47% -$47.7M 8.99% 1
2018
Q4 		$101M Buy
+966,003
New +$97.8M 12.77% 2
2018
Q1 		– Sell
-16,823
Closed -$1.78M – 99
2017
Q4 		$1.78M Sell
16,823
-9,543
-36% -$1.01M 0.31% 90
2017
Q3 		$2.81M Buy
26,366
+22,870
+654% +$2.45M 0.51% 68
2017
Q2 		$373K Buy
+3,496
New +$373K 0.07% 106
2016
Q4 		– Sell
-3,402
Closed -$381K – 156
2016
Q3 		$381K Sell
3,402
-2,127
-38% -$238K 0.07% 108
2016
Q2 		$625K Sell
5,529
-8,944
-62% -$989K 0.11% 76
2016
Q1 		$1.6M Buy
+14,473
New +$1.58M 0.28% 50

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

Mount Lucas Management's IEF Position: Q1 2026 in Review

Mount Lucas Management increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 160% in Q1 2026, buying an estimated $3.15M and bringing the position to 53,239 shares worth $5.08M. The position accounts for 1.88% of the portfolio, ranked #7.

Mount Lucas Management first reported a position in IEF in Q1 2016 and has held it in 23 quarters since. The position peaked at $101M in Q4 2018. 1,115 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

  • Mount Lucas Management held 53,239 shares of iShares 7-10 Year Treasury Bond ETF worth $5.08M as of Q1 2026.
  • Mount Lucas Management bought 32,760 iShares 7-10 Year Treasury Bond ETF shares in Q1 2026, an estimated $3.15M.
  • iShares 7-10 Year Treasury Bond ETF made up 1.88% of Mount Lucas Management's portfolio in Q1 2026, its #7 holding.
  • Mount Lucas Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2016 and has held it in 23 quarters since.
  • Mount Lucas Management's iShares 7-10 Year Treasury Bond ETF position peaked at $101M in Q4 2018.
  • 1,115 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2026.

Based on Mount Lucas Management's 13F filing for Q1 2026, filed 5 May 2026.