Mount Lucas Management LP / IEF
Mount Lucas Management LP’s Ishares Tr Position
Does Mount Lucas Management LP own Ishares Tr (IEF)? Yes — 53.2K shares worth $5M (+1.88% of its 13F portfolio) as of Q1 2026, up from 20.5K shares the prior filed quarter.
Position Value
$5M
Q1 2026
Shares
53.2K
% of Portfolio
+1.88%
Quarters Held
17
currently held
Position History IEF
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 53.2K | $5M | +1.88% |
| Q4 2025 | 20.5K | $2M | +0.79% |
| Q3 2025 | 28.6K | $3M | +1.13% |
| Q2 2025 | 49.7K | $5M | +2.03% |
| Q1 2025 | 71.8K | $7M | +2.20% |
| Q4 2024 | 23.2K | $2M | +0.75% |
| Q3 2024 | 27.4K | $3M | +0.92% |
| Q2 2024 | 28.5K | $3M | +0.76% |
| Q1 2024 | 23.6K | $2M | +0.61% |
| Q4 2023 | 36.2K | $3M | +1.00% |
| Q4 2021 | 47.6K | $5M | +1.56% |
| Q3 2021 | 2.7K | $307,000 | +0.09% |
| Q4 2019 | 188.4K | $21M | +4.14% |
| Q3 2019 | 284.6K | $32M | +5.73% |
| Q2 2019 | 414.4K | $46M | +7.71% |
| Q1 2019 | 509.4K | $54M | +8.99% |
| Q4 2018 | 966.0K | $101M | +12.77% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Mount Lucas Management LP’s full portfolio or all institutional holders of IEF.