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

Logan 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	-488	Closed	-$47.1K	–	366
2025 Q3	$47.1K	Buy	488 +14	+3%	+$1.34K	﹤0.01%	311
2025 Q2	$45.4K	Buy	474 +25	+6%	+$2.36K	﹤0.01%	310
2025 Q1	$42.9K	Buy	449 +22	+5%	+$2.06K	﹤0.01%	346
2024 Q4	$39.5K	Buy	427 +176	+70%	+$16.6K	﹤0.01%	352
2024 Q3	$24.6K	Buy	+251	New	+$24.3K	﹤0.01%	369
2023 Q2	–	Sell	-3,619	Closed	-$359K	–	495
2023 Q1	$359K	Hold	3,619	–	–	0.02%	268
2022 Q4	$347K	Buy	+3,619	New	+$348K	0.02%	264

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

Logan Capital Management's IEF Position: Q4 2025 in Review

Logan Capital Management sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q4 2025, closing a stake of 488 shares — an estimated $47.1K sold.

Logan Capital Management first reported a position in IEF in Q4 2022 and held it in 7 quarters. The position peaked at $359K in Q1 2023. 1,090 funds tracked by Wall St. Rank hold IEF as of Q4 2025.

Logan Capital Management reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q4 2025 after selling out during the quarter.
Logan Capital Management sold 488 iShares 7-10 Year Treasury Bond ETF shares in Q4 2025, an estimated $47.1K.
Logan Capital Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2022 and held it in 7 quarters.
Logan Capital Management's iShares 7-10 Year Treasury Bond ETF position peaked at $359K 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 Logan Capital Management's 13F filing for Q4 2025, filed 12 Feb 2026.