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

Kensington 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	-83,454	Closed	-$8.05M	–	42
2025 Q3	$8.05M	Sell	83,454 -63,421	-43%	-$6.06M	0.48%	20
2025 Q2	$14.1M	Buy	146,875 +71,255	+94%	+$6.74M	1.06%	16
2025 Q1	$7.21M	Sell	75,620 -2,197	-3%	-$206K	0.76%	25
2024 Q4	$7.19M	Sell	77,817 -21,091	-21%	-$1.99M	0.42%	22
2024 Q3	$9.35M	Buy	98,908 +45,124	+84%	+$4.36M	0.51%	19
2024 Q2	$5.04M	Sell	53,784 -29,805	-36%	-$2.77M	0.54%	18
2024 Q1	$7.91M	Buy	+83,589	New	+$7.92M	0.4%	21
2022 Q1	–	Sell	-1,849,510	Closed	-$213M	–	7
2021 Q4	$213M	Buy	+1,849,510	New	+$213M	42.89%	1

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 $8.74B AUM 14.62% 1-Year Est. Return

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

Kensington Asset Management sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q4 2025, closing a stake of 83,454 shares — an estimated $8.05M sold.

Kensington Asset Management first reported a position in IEF in Q4 2021 and held it in 8 quarters. The position peaked at $213M in Q4 2021. 1,090 funds tracked by Wall St. Rank hold IEF as of Q4 2025.

Kensington Asset Management reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q4 2025 after selling out during the quarter.
Kensington Asset Management sold 83,454 iShares 7-10 Year Treasury Bond ETF shares in Q4 2025, an estimated $8.05M.
Kensington Asset Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2021 and held it in 8 quarters.
Kensington Asset Management's iShares 7-10 Year Treasury Bond ETF position peaked at $213M in Q4 2021.
1,090 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q4 2025.

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