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 Q3	$11.3M	Buy	125,346 +680	+0.5%	+$62.9K	2.75%	12
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

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

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

AAG

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

Sicart Associates's IEF Position: Q3 2026 in Review

Sicart Associates increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 0.55% in Q3 2026, buying an estimated $62.9K and bringing the position to 125,346 shares worth $11.3M. The position accounts for 2.75% of the portfolio, ranked #12.

Sicart Associates first reported a position in IEF in Q3 2024 and has held it in 9 quarters since. The position peaked at $11.9M in Q1 2026. 591 funds tracked by Wall St. Rank hold IEF as of Q3 2026.

Sicart Associates held 125,346 shares of iShares 7-10 Year Treasury Bond ETF worth $11.3M as of Q3 2026.
Sicart Associates bought 680 iShares 7-10 Year Treasury Bond ETF shares in Q3 2026, an estimated $62.9K.
iShares 7-10 Year Treasury Bond ETF made up 2.75% of Sicart Associates's portfolio in Q3 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 9 quarters since.
Sicart Associates's iShares 7-10 Year Treasury Bond ETF position peaked at $11.9M in Q1 2026.
591 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2026.

Based on Sicart Associates's 13F filing for Q3 2026, filed 29 Oct 2026.