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NEPC LLC’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

NEPC LLC’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
-116,950
Closed -$11.3M – 52
2025
Q3 		$11.3M Buy
+116,950
New +$11.2M 0.3% 29
2023
Q3 		– Sell
-1,401
Closed -$135K – 51
2023
Q2 		$135K Buy
+1,401
New +$138K 0.02% 34

Other funds holding IEF

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Raymond James Financial
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

NEPC LLC's IEF Position: Q4 2025 in Review

NEPC LLC sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q4 2025, closing a stake of 116,950 shares — an estimated $11.3M sold.

NEPC LLC first reported a position in IEF in Q2 2023 and held it in 2 quarters. The position peaked at $11.3M in Q3 2025. 1,090 funds tracked by Wall St. Rank hold IEF as of Q4 2025.

  • NEPC LLC reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q4 2025 after selling out during the quarter.
  • NEPC LLC sold 116,950 iShares 7-10 Year Treasury Bond ETF shares in Q4 2025, an estimated $11.3M.
  • NEPC LLC first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2023 and held it in 2 quarters.
  • NEPC LLC's iShares 7-10 Year Treasury Bond ETF position peaked at $11.3M in Q3 2025.
  • 1,090 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q4 2025.

Based on NEPC LLC's 13F filing for Q4 2025, filed 17 Feb 2026.