Sicart Associates’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Sicart Associates’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	$11.8M	Buy	124,666 +61	+0%	+$5.77K	2.89%	12
2026 Q1	$11.9M	Buy	124,605 +6,000	+5%	+$577K	3.05%	9
2025 Q4	$11.4M	Buy	118,605 +1,826	+2%	+$177K	3.03%	8
2025 Q3	$11.3M	Buy	116,779 +5,828	+5%	+$557K	3.05%	10
2025 Q2	$10.6M	Sell	110,951 -7,688	-6%	-$727K	3.72%	7
2025 Q1	$11.3M	Buy	118,639 +28,405	+31%	+$2.66M	3.91%	5
2024 Q4	$8.34M	Buy	90,234 +66,018	+273%	+$6.24M	2.98%	9
2024 Q3	$2.38M	Buy	+24,216	New	+$2.34M	0.83%	38

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

Sicart Associates's IEF Position: Q2 2026 in Review

Sicart Associates increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 0.05% in Q2 2026, buying an estimated $5.77K and bringing the position to 124,666 shares worth $11.8M. The position accounts for 2.89% of the portfolio, ranked #12.

Sicart Associates first reported a position in IEF in Q3 2024 and has held it in 8 quarters since. The position peaked at $11.9M in Q1 2026. 1,141 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Sicart Associates held 124,666 shares of iShares 7-10 Year Treasury Bond ETF worth $11.8M as of Q2 2026.
Sicart Associates bought 61 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $5.77K.
iShares 7-10 Year Treasury Bond ETF made up 2.89% of Sicart Associates's portfolio in Q2 2026, its #12 holding.
Sicart Associates first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2024 and has held it in 8 quarters since.
Sicart Associates's iShares 7-10 Year Treasury Bond ETF position peaked at $11.9M in Q1 2026.
1,141 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Sicart Associates's 13F filing for Q2 2026, filed 11 Aug 2026.