Berkshire Asset Management’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Berkshire Asset Management’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 Q4	–	Sell	-35,899	Closed	-$3.46M	–	276
2025 Q3	$3.46M	Sell	35,899 -3,997	-10%	-$382K	0.15%	83
2025 Q2	$3.82M	Sell	39,896 -1,092	-3%	-$103K	0.17%	71
2025 Q1	$3.86M	Sell	40,988 -4,831	-11%	-$452K	0.19%	71
2024 Q4	$4.24M	Buy	45,819 +5,708	+14%	+$539K	0.2%	69
2024 Q3	$3.76M	Hold	40,111	–	–	0.19%	71
2024 Q2	$3.76M	Buy	+40,111	New	+$3.73M	0.19%	72
2019 Q4	–	Sell	-4,952	Closed	-$557K	–	207
2019 Q3	$557K	Buy	+4,952	New	+$552K	0.05%	136
2019 Q2	–	Sell	-5,017	Closed	-$535K	–	211
2019 Q1	$535K	Buy	+5,017	New	+$525K	0.05%	140

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

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Berkshire Asset Management's IEF Position: Q4 2025 in Review

Berkshire Asset Management sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q4 2025, closing a stake of 35,899 shares — an estimated $3.46M sold.

Berkshire Asset Management first reported a position in IEF in Q1 2019 and held it in 8 quarters. The position peaked at $4.24M in Q4 2024. 1,090 funds tracked by Wall St. Rank hold IEF as of Q4 2025.

Berkshire Asset Management reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q4 2025 after selling out during the quarter.
Berkshire Asset Management sold 35,899 iShares 7-10 Year Treasury Bond ETF shares in Q4 2025, an estimated $3.46M.
Berkshire Asset Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2019 and held it in 8 quarters.
Berkshire Asset Management's iShares 7-10 Year Treasury Bond ETF position peaked at $4.24M in Q4 2024.
1,090 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q4 2025.

Based on Berkshire Asset Management's 13F filing for Q4 2025, filed 17 Feb 2026.