Cadence Bank’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Cadence Bank’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	$485K	Sell	5,040 -2,335	-32%	-$226K	0.03%	236
2025 Q3	$711K	Sell	7,375 -1,240	-14%	-$119K	0.04%	202
2025 Q2	$825K	Hold	8,615	–	–	0.05%	186
2025 Q1	$822K	Sell	8,615 -3,489	-29%	-$326K	0.06%	176
2024 Q4	$1.12M	Buy	12,104 +2,507	+26%	+$237K	0.08%	152
2024 Q3	$942K	Buy	+9,597	New	+$928K	0.06%	163
2024 Q2	–	Sell	-10,612	Closed	-$1M	–	312
2024 Q1	$1M	Sell	10,612 -2,131	-17%	-$202K	0.07%	159
2023 Q4	$1.23M	Hold	12,743	–	–	0.1%	138
2023 Q3	$1.17M	Hold	12,743	–	–	0.1%	139
2023 Q2	$1.23M	Sell	12,743 -2,771	-18%	-$272K	0.11%	133
2023 Q1	$1.54M	Buy	15,514 +8,102	+109%	+$792K	0.14%	116
2022 Q4	$710K	Buy	+7,412	New	+$712K	0.07%	187

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

Cadence Bank's IEF Position: Q4 2025 in Review

Cadence Bank reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 32% in Q4 2025, selling an estimated $226K and leaving 5,040 shares worth $485K. The position accounts for 0.03% of the portfolio, ranked #236.

Cadence Bank first reported a position in IEF in Q4 2022 and has held it in 12 quarters since. The position peaked at $1.54M in Q1 2023. 1,090 funds tracked by Wall St. Rank hold IEF as of Q4 2025.

Cadence Bank held 5,040 shares of iShares 7-10 Year Treasury Bond ETF worth $485K as of Q4 2025.
Cadence Bank sold 2,335 iShares 7-10 Year Treasury Bond ETF shares in Q4 2025, an estimated $226K.
iShares 7-10 Year Treasury Bond ETF made up 0.03% of Cadence Bank's portfolio in Q4 2025, its #236 holding.
Cadence Bank first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2022 and has held it in 12 quarters since.
Cadence Bank's iShares 7-10 Year Treasury Bond ETF position peaked at $1.54M in Q1 2023.
1,090 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q4 2025.

Based on Cadence Bank's 13F filing for Q4 2025, filed 30 Jan 2026.