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Shayne & Jacobs LLC’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Shayne & Jacobs LLC’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 		$287K Hold
3,040
– – 0.09% 89
2026
Q1 		$290K Hold
3,040
– – 0.09% 83
2025
Q4 		$292K Hold
3,040
– – 0.09% 82
2025
Q3 		$293K Hold
3,040
– – 0.09% 82
2025
Q2 		$291K Hold
3,040
– – 0.1% 81
2025
Q1 		$290K Hold
3,040
– – 0.07% 86
2024
Q4 		$281K Hold
3,040
– – 0.07% 82
2024
Q3 		$298K Hold
3,040
– – 0.07% 81
2024
Q2 		$285K Hold
3,040
– – 0.08% 84
2024
Q1 		$288K Buy
3,040
+160
+6% +$15.2K 0.08% 83
2023
Q4 		$278K Hold
2,880
– – 0.09% 80
2023
Q3 		$264K Buy
+2,880
New +$272K 0.09% 81

Other funds holding IEF

BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
PC
Peavine Capital Reno, Nevada $472M AUM 9.2% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AG
AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MSCM
McElhenny Sheffield Capital Management Dallas, Texas $404M AUM 19.8% 1-Year Est. Return

Shayne & Jacobs LLC's IEF Position: Q2 2026 in Review

Shayne & Jacobs LLC held its iShares 7-10 Year Treasury Bond ETF (IEF) position steady in Q2 2026 at 3,040 shares worth $287K. The position accounts for 0.09% of the portfolio, ranked #89.

Shayne & Jacobs LLC first reported a position in IEF in Q3 2023 and has held it in 12 quarters since. The position peaked at $298K in Q3 2024. 542 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

  • Shayne & Jacobs LLC held 3,040 shares of iShares 7-10 Year Treasury Bond ETF worth $287K as of Q2 2026.
  • Shayne & Jacobs LLC left its iShares 7-10 Year Treasury Bond ETF share count unchanged in Q2 2026.
  • iShares 7-10 Year Treasury Bond ETF made up 0.09% of Shayne & Jacobs LLC's portfolio in Q2 2026, its #89 holding.
  • Shayne & Jacobs LLC first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2023 and has held it in 12 quarters since.
  • Shayne & Jacobs LLC's iShares 7-10 Year Treasury Bond ETF position peaked at $298K in Q3 2024.
  • 542 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Shayne & Jacobs LLC's 13F filing for Q2 2026, filed 7 Jul 2026.