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

Madison 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
2024 Q4	$19.9M	Buy	+214,991	New	+$20.3M	0.22%	96

Other funds holding IEF

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

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

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

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

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

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

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

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

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

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

Madison Investment Advisors's IEF Position: Q4 2024 in Review

Madison Investment Advisors opened a new position in iShares 7-10 Year Treasury Bond ETF (IEF) in Q4 2024: 214,991 shares worth $19.9M. The stake represents 0.22% of the portfolio and ranks #96 among its holdings.

974 funds tracked by Wall St. Rank hold IEF as of Q4 2024.

Madison Investment Advisors held 214,991 shares of iShares 7-10 Year Treasury Bond ETF worth $19.9M as of Q4 2024.
iShares 7-10 Year Treasury Bond ETF was a new Madison Investment Advisors position in Q4 2024.
iShares 7-10 Year Treasury Bond ETF made up 0.22% of Madison Investment Advisors's portfolio in Q4 2024, its #96 holding.
974 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q4 2024.

Based on Madison Investment Advisors's 13F filing for Q4 2024, filed 10 Feb 2025.