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

Madison 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
2026 Q2	$15.4M	Sell	162,986 -6,203	-4%	-$587K	0.18%	115
2026 Q1	$16.1M	Buy	169,189 +5,175	+3%	+$498K	0.2%	112
2025 Q4	$15.8M	Sell	164,014 -5,725	-3%	-$554K	0.18%	103
2025 Q3	$16.4M	Buy	169,739 +218	+0.1%	+$20.8K	0.18%	102
2025 Q2	$16.2M	Sell	169,521 -4,478	-3%	-$423K	0.18%	104
2025 Q1	$16.6M	Sell	173,999 -40,992	-19%	-$3.84M	0.18%	107
2024 Q4	$19.9M	Sell	214,991 -6,054	-3%	-$572K	0.22%	96
2024 Q3	$21.7M	Buy	221,045 +58,364	+36%	+$5.64M	0.24%	97
2024 Q2	$15.2M	Hold	162,681	–	–	0.19%	108
2024 Q1	$15.4M	Sell	162,681 -250,711	-61%	-$23.8M	0.19%	109
2023 Q4	$39.8M	Sell	413,392 -323,577	-44%	-$29.9M	0.54%	60
2023 Q3	$67.5M	Sell	736,969 -254,721	-26%	-$24M	0.99%	32
2023 Q2	$95.8M	Buy	991,690 +353,372	+55%	+$34.7M	1.4%	14
2023 Q1	$63.3M	Buy	638,318 +606,993	+1,938%	+$59.3M	0.96%	32
2022 Q4	$3M	Buy	31,325 +27,235	+666%	+$2.62M	0.05%	209
2022 Q3	$393K	Buy	4,090 +540	+15%	+$54.8K	0.01%	309
2022 Q2	$363K	Sell	3,550 -334	-9%	-$34.3K	0.01%	333
2022 Q1	$417K	Sell	3,884 -1,043	-21%	-$116K	0.01%	292
2021 Q4	$567K	Sell	4,927 -1,401	-22%	-$161K	0.01%	282
2021 Q3	$729K	Buy	+6,328	New	+$740K	0.01%	274
2021 Q2	–	Sell	-56,944	Closed	-$6.43M	–	318
2021 Q1	$6.43M	Buy	56,944 +43,337	+318%	+$5.05M	0.09%	160
2020 Q4	$1.63M	Sell	13,607 -96,074	-88%	-$11.6M	0.02%	246
2020 Q3	$13.4M	Buy	109,681 +91,369	+499%	+$11.1M	0.22%	108
2020 Q2	$2.23M	Buy	+18,312	New	+$2.23M	0.04%	208
2020 Q1	–	Sell	-219,858	Closed	-$24.2M	–	283
2019 Q4	$24.2M	Buy	+219,858	New	+$24.5M	0.37%	83

Other funds holding IEF

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Madison Asset Management's IEF Position: Q2 2026 in Review

Madison Asset Management reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 3.7% in Q2 2026, selling an estimated $587K and leaving 162,986 shares worth $15.4M. The position accounts for 0.18% of the portfolio, ranked #115.

Madison Asset Management first reported a position in IEF in Q4 2019 and has held it in 25 quarters since. The position peaked at $95.8M in Q2 2023. 1,137 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Madison Asset Management held 162,986 shares of iShares 7-10 Year Treasury Bond ETF worth $15.4M as of Q2 2026.
Madison Asset Management sold 6,203 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $587K.
iShares 7-10 Year Treasury Bond ETF made up 0.18% of Madison Asset Management's portfolio in Q2 2026, its #115 holding.
Madison Asset Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2019 and has held it in 25 quarters since.
Madison Asset Management's iShares 7-10 Year Treasury Bond ETF position peaked at $95.8M in Q2 2023.
1,137 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Madison Asset Management's 13F filing for Q2 2026, filed 10 Aug 2026.