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 Q3	$272K	Hold	3,040	–	–	0.08%	93
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

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

AIA Group Hong Kong $8.11B AUM 23.7% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Wealthcare Capital Management Richmond, Virginia $911M AUM 7.69% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $9.8B AUM 2.94% 1-Year Est. Return

AAG

Avalon Advisory Group Wexford, Pennsylvania $266M AUM 7.19% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return

Shayne & Jacobs LLC's IEF Position: Q3 2026 in Review

Shayne & Jacobs LLC held its iShares 7-10 Year Treasury Bond ETF (IEF) position steady in Q3 2026 at 3,040 shares worth $272K. The position accounts for 0.08% of the portfolio, ranked #93.

Shayne & Jacobs LLC first reported a position in IEF in Q3 2023 and has held it in 13 quarters since. The position peaked at $298K in Q3 2024. 464 funds tracked by Wall St. Rank hold IEF as of Q3 2026.

Shayne & Jacobs LLC held 3,040 shares of iShares 7-10 Year Treasury Bond ETF worth $272K as of Q3 2026.
Shayne & Jacobs LLC left its iShares 7-10 Year Treasury Bond ETF share count unchanged in Q3 2026.
iShares 7-10 Year Treasury Bond ETF made up 0.08% of Shayne & Jacobs LLC's portfolio in Q3 2026, its #93 holding.
Shayne & Jacobs LLC first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2023 and has held it in 13 quarters since.
Shayne & Jacobs LLC's iShares 7-10 Year Treasury Bond ETF position peaked at $298K in Q3 2024.
464 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2026.

Based on Shayne & Jacobs LLC's 13F filing for Q3 2026, filed 21 Oct 2026.