Asset Dedication LLC’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Asset Dedication 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 Q1	$53K	Buy	555 +258	+87%	+$24.8K	﹤0.01%	472
2025 Q4	$28.6K	Hold	297	–	–	﹤0.01%	585
2025 Q3	$28.6K	Buy	+297	New	+$28.4K	﹤0.01%	597
2024 Q4	–	Sell	-247	Closed	-$24.2K	–	1134
2024 Q3	$24.2K	Buy	+247	New	+$23.9K	﹤0.01%	647
2024 Q2	–	Sell	-16	Closed	-$2K	–	1210
2024 Q1	$2K	Buy	+16	New	+$1.52K	﹤0.01%	892
2022 Q2	–	Sell	-35	Closed	-$4K	–	700
2022 Q1	$4K	Hold	35	–	–	﹤0.01%	781
2021 Q4	$4K	Buy	+35	New	+$4.02K	﹤0.01%	770
2019 Q2	–	Sell	-28	Closed	-$3K	–	604
2019 Q1	$3K	Buy	+28	New	+$2.93K	﹤0.01%	554
2017 Q1	–	Sell	-68	Closed	-$7K	–	381
2016 Q4	$7K	Buy	+68	New	+$7.3K	﹤0.01%	320
2016 Q1	–	Sell	-640	Closed	-$68K	–	517
2015 Q4	$68K	Buy	+640	New	+$68.2K	0.04%	208

Other funds holding IEF

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Asset Dedication LLC's IEF Position: Q1 2026 in Review

Asset Dedication LLC increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 87% in Q1 2026, buying an estimated $24.8K and bringing the position to 555 shares worth $53K. The position accounts for ﹤0.01% of the portfolio, ranked #472.

Asset Dedication LLC first reported a position in IEF in Q4 2015 and has held it in 10 quarters since. The position peaked at $68K in Q4 2015. 1,115 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

Asset Dedication LLC held 555 shares of iShares 7-10 Year Treasury Bond ETF worth $53K as of Q1 2026.
Asset Dedication LLC bought 258 iShares 7-10 Year Treasury Bond ETF shares in Q1 2026, an estimated $24.8K.
iShares 7-10 Year Treasury Bond ETF made up ﹤0.01% of Asset Dedication LLC's portfolio in Q1 2026, its #472 holding.
Asset Dedication LLC first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2015 and has held it in 10 quarters since.
Asset Dedication LLC's iShares 7-10 Year Treasury Bond ETF position peaked at $68K in Q4 2015.
1,115 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2026.

Based on Asset Dedication LLC's 13F filing for Q1 2026, filed 29 May 2026.