Alesco Advisors’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Alesco Advisors’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
2025 Q1	–	Sell	-10,250	Closed	-$948K	–	194
2024 Q4	$948K	Buy	+10,250	New	+$968K	0.03%	92
2021 Q3	–	Sell	-13,810	Closed	-$1.59M	–	135
2021 Q2	$1.59M	Sell	13,810 -10	-0.1%	-$1.14K	0.06%	58
2021 Q1	$1.56M	Buy	13,820 +220	+2%	+$25.6K	0.06%	55
2020 Q4	$1.63M	Hold	13,600	–	–	0.07%	51
2020 Q3	$1.66M	Buy	13,600 +9,800	+258%	+$1.2M	0.07%	46
2020 Q2	$463K	Hold	3,800	–	–	0.02%	91
2020 Q1	$462K	Hold	3,800	–	–	0.03%	91
2019 Q4	$419K	Hold	3,800	–	–	0.02%	124
2019 Q3	$427K	Buy	+3,800	New	+$424K	0.02%	98
2013 Q4	–	Sell	-8,025	Closed	-$819K	–	85
2013 Q3	$819K	Sell	8,025 -11,000	-58%	-$1.11M	0.1%	52
2013 Q2	$1.95M	Buy	+19,025	New	+$2.03M	0.24%	37

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Alesco Advisors's IEF Position: Q1 2025 in Review

Alesco Advisors sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q1 2025, closing a stake of 10,250 shares — an estimated $948K sold.

Alesco Advisors first reported a position in IEF in Q2 2013 and held it in 11 quarters. The position peaked at $1.95M in Q2 2013. 984 funds tracked by Wall St. Rank hold IEF as of Q1 2025.

Alesco Advisors reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q1 2025 after selling out during the quarter.
Alesco Advisors sold 10,250 iShares 7-10 Year Treasury Bond ETF shares in Q1 2025, an estimated $948K.
Alesco Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2013 and held it in 11 quarters.
Alesco Advisors's iShares 7-10 Year Treasury Bond ETF position peaked at $1.95M in Q2 2013.
984 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2025.

Based on Alesco Advisors's 13F filing for Q1 2025, filed 12 May 2025.