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

Eldridge Investment 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 Q4	–	Sell	-8,000	Closed	-$769K	–	159
2025 Q3	$769K	Buy	+8,000	New	+$765K	0.18%	83
2025 Q2	–	Sell	-8,000	Closed	-$763K	–	158
2025 Q1	$763K	Buy	+8,000	New	+$748K	0.18%	89
2020 Q3	–	Sell	-5,100	Closed	-$621K	–	106
2020 Q2	$621K	Buy	+5,100	New	+$620K	0.31%	46
2019 Q4	–	Sell	-4,599	Closed	-$516K	–	99
2019 Q3	$516K	Sell	4,599 -990	-18%	-$110K	0.27%	55
2019 Q2	$614K	Sell	5,589 -2,314	-29%	-$248K	0.33%	43
2019 Q1	$843K	Buy	+7,903	New	+$826K	0.45%	36

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

Eldridge Investment Advisors's IEF Position: Q4 2025 in Review

Eldridge Investment Advisors sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q4 2025, closing a stake of 8,000 shares — an estimated $769K sold.

Eldridge Investment Advisors first reported a position in IEF in Q1 2019 and held it in 6 quarters. The position peaked at $843K in Q1 2019. 1,090 funds tracked by Wall St. Rank hold IEF as of Q4 2025.

Eldridge Investment Advisors reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q4 2025 after selling out during the quarter.
Eldridge Investment Advisors sold 8,000 iShares 7-10 Year Treasury Bond ETF shares in Q4 2025, an estimated $769K.
Eldridge Investment Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2019 and held it in 6 quarters.
Eldridge Investment Advisors's iShares 7-10 Year Treasury Bond ETF position peaked at $843K in Q1 2019.
1,090 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q4 2025.

Based on Eldridge Investment Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.