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 Q2	$2.32M	Sell	24,494 -28,745	-54%	-$2.72M	0.83%	27
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 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

Mount Lucas Management's IEF Position: Q2 2026 in Review

Mount Lucas Management reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 54% in Q2 2026, selling an estimated $2.72M and leaving 24,494 shares worth $2.32M. The position accounts for 0.83% of the portfolio, ranked #27.

Mount Lucas Management first reported a position in IEF in Q1 2016 and has held it in 24 quarters since. The position peaked at $101M in Q4 2018. 1,141 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Mount Lucas Management held 24,494 shares of iShares 7-10 Year Treasury Bond ETF worth $2.32M as of Q2 2026.
Mount Lucas Management sold 28,745 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $2.72M.
iShares 7-10 Year Treasury Bond ETF made up 0.83% of Mount Lucas Management's portfolio in Q2 2026, its #27 holding.
Mount Lucas Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2016 and has held it in 24 quarters since.
Mount Lucas Management's iShares 7-10 Year Treasury Bond ETF position peaked at $101M in Q4 2018.
1,141 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Mount Lucas Management's 13F filing for Q2 2026, filed 10 Aug 2026.