Burns Matteson Capital Management’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Burns Matteson Capital 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	-26,550	Closed	-$2.56M	–	225
2025 Q3	$2.56M	Buy	+26,550	New	+$2.54M	1.01%	27
2025 Q2	–	Sell	-27,509	Closed	-$2.62M	–	201
2025 Q1	$2.62M	Buy	27,509 +4,547	+20%	+$425K	1.41%	20
2024 Q4	$2.12M	Buy	22,962 +241	+1%	+$22.8K	1.19%	20
2024 Q3	$2.23M	Buy	22,721 +1,103	+5%	+$107K	1.25%	20
2024 Q2	$2.02M	Sell	21,618 -2,288	-10%	-$213K	1.27%	19
2024 Q1	$2.26M	Buy	+23,906	New	+$2.27M	1.46%	16
2023 Q4	–	Sell	-34,053	Closed	-$3.12M	–	157
2023 Q3	$3.12M	Buy	+34,053	New	+$3.21M	1.99%	13
2022 Q4	–	Sell	-2,835	Closed	-$272K	–	157
2022 Q3	$272K	Sell	2,835 -38,076	-93%	-$3.86M	0.2%	70
2022 Q2	$4.19M	Sell	40,911 -94,050	-70%	-$9.65M	2.94%	7
2022 Q1	$14.5M	Buy	134,961 +129,532	+2,386%	+$14.4M	10.1%	2
2021 Q4	$624K	Sell	5,429 -43,565	-89%	-$5.01M	0.42%	75
2021 Q3	$5.65M	Buy	48,994 +7,043	+17%	+$824K	4.27%	5
2021 Q2	$4.84M	Sell	41,951 -19,515	-32%	-$2.23M	3.83%	6
2021 Q1	$6.94M	Buy	61,466 +44,428	+261%	+$5.18M	6.63%	4
2020 Q4	$2.04M	Buy	+17,038	New	+$2.05M	2.25%	12

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

Burns Matteson Capital Management's IEF Position: Q4 2025 in Review

Burns Matteson Capital Management sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q4 2025, closing a stake of 26,550 shares — an estimated $2.56M sold.

Burns Matteson Capital Management first reported a position in IEF in Q4 2020 and held it in 15 quarters. The position peaked at $14.5M in Q1 2022. 1,090 funds tracked by Wall St. Rank hold IEF as of Q4 2025.

Burns Matteson Capital Management reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q4 2025 after selling out during the quarter.
Burns Matteson Capital Management sold 26,550 iShares 7-10 Year Treasury Bond ETF shares in Q4 2025, an estimated $2.56M.
Burns Matteson Capital Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2020 and held it in 15 quarters.
Burns Matteson Capital Management's iShares 7-10 Year Treasury Bond ETF position peaked at $14.5M in Q1 2022.
1,090 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q4 2025.

Based on Burns Matteson Capital Management's 13F filing for Q4 2025, filed 15 Jan 2026.