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

Old Mission 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 Q1	$1.75M	Buy	18,290 +573	+3%	+$55.1K	0.03%	265
2025 Q4	$1.7M	Sell	17,717 -102,949	-85%	-$9.96M	0.04%	237
2025 Q3	$11.6M	Buy	+120,666	New	+$11.5M	0.23%	45
2025 Q2	–	Sell	-199,994	Closed	-$19.1M	–	1179
2025 Q1	$19.1M	Buy	+199,994	New	+$18.7M	0.25%	35
2024 Q3	–	Sell	-77,592	Closed	-$7.27M	–	1591
2024 Q2	$7.27M	Buy	+77,592	New	+$7.21M	0.12%	135
2023 Q4	–	Sell	-126,157	Closed	-$11.6M	–	1480
2023 Q3	$11.6M	Buy	126,157 +105,827	+521%	+$9.98M	0.26%	84
2023 Q2	$1.96M	Buy	20,330 +11,421	+128%	+$1.12M	0.04%	282
2023 Q1	$883K	Sell	8,909 -86,204	-91%	-$8.43M	0.02%	537
2022 Q4	$9.11M	Sell	95,113 -30,008	-24%	-$2.88M	0.26%	83
2022 Q3	$12M	Buy	+125,121	New	+$12.7M	0.38%	39
2022 Q1	–	Sell	-84,188	Closed	-$9.68M	–	1472
2021 Q4	$9.68M	Sell	84,188 -60,452	-42%	-$6.95M	0.4%	40
2021 Q3	$16.7M	Buy	144,640 +83,523	+137%	+$9.77M	0.67%	27
2021 Q2	$7.06M	Buy	61,117 +16,263	+36%	+$1.86M	0.24%	80
2021 Q1	$5.07M	Buy	+44,854	New	+$5.23M	0.28%	88
2020 Q4	–	Sell	-73,868	Closed	-$9M	–	595
2020 Q3	$9M	Buy	+73,868	New	+$9.01M	0.71%	25
2020 Q2	–	Sell	-33,000	Closed	-$4.01M	–	556
2020 Q1	$4.01M	Sell	33,000 -3,200	-9%	-$368K	0.34%	68
2019 Q4	$3.99M	Buy	36,200 +600	+2%	+$66.9K	0.31%	62
2019 Q3	$4M	Sell	35,600 -93,307	-72%	-$10.4M	0.5%	43
2019 Q2	$14.2M	Buy	+128,907	New	+$13.8M	1.78%	8
2018 Q3	–	Sell	-30,000	Closed	-$3.08M	–	298
2018 Q2	$3.08M	Buy	+30,000	New	+$3.06M	0.34%	37
2017 Q3	–	Sell	-24,717	Closed	-$2.63M	–	375
2017 Q2	$2.63M	Buy	24,717 +3,517	+17%	+$376K	0.33%	62
2017 Q1	$448K	Buy	+21,200	New	+$2.23M	0.05%	207

Other funds holding IEF

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

Old Mission Capital's IEF Position: Q1 2026 in Review

Old Mission Capital increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 3.2% in Q1 2026, buying an estimated $55.1K and bringing the position to 18,290 shares worth $1.75M. The position accounts for 0.03% of the portfolio, ranked #265.

Old Mission Capital first reported a position in IEF in Q1 2017 and has held it in 22 quarters since. The position peaked at $19.1M in Q1 2025. 1,114 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

Old Mission Capital held 18,290 shares of iShares 7-10 Year Treasury Bond ETF worth $1.75M as of Q1 2026.
Old Mission Capital bought 573 iShares 7-10 Year Treasury Bond ETF shares in Q1 2026, an estimated $55.1K.
iShares 7-10 Year Treasury Bond ETF made up 0.03% of Old Mission Capital's portfolio in Q1 2026, its #265 holding.
Old Mission Capital first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2017 and has held it in 22 quarters since.
Old Mission Capital's iShares 7-10 Year Treasury Bond ETF position peaked at $19.1M in Q1 2025.
1,114 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2026.

Based on Old Mission Capital's 13F filing for Q1 2026, filed 15 May 2026.