North Star Investment Management’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

North Star Investment 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	-155	Closed	-$15K	–	1590
2025 Q3	$15K	Hold	155	–	–	﹤0.01%	848
2025 Q2	$14.8K	Buy	+155	New	+$14.7K	﹤0.01%	829
2024 Q4	–	Sell	-186	Closed	-$18.3K	–	1245
2024 Q3	$18.3K	Buy	+186	New	+$18K	﹤0.01%	742
2018 Q4	–	Sell	-115	Closed	-$12K	–	1068
2018 Q3	$12K	Buy	+115	New	+$11.7K	﹤0.01%	807
2018 Q2	–	Sell	-1,000	Closed	-$103K	–	1107
2018 Q1	$103K	Buy	+1,000	New	+$103K	0.01%	434
2016 Q4	–	Sell	-125	Closed	-$14K	–	958
2016 Q3	$14K	Buy	+125	New	+$14K	﹤0.01%	590

Other funds holding IEF

Fisher Asset Management Camas, Washington $336B AUM 34.66% 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 $424B AUM 22.96% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 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

North Star Investment Management's IEF Position: Q4 2025 in Review

North Star Investment Management sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q4 2025, closing a stake of 155 shares — an estimated $15K sold.

North Star Investment Management first reported a position in IEF in Q3 2016 and held it in 6 quarters. The position peaked at $103K in Q1 2018. 1,090 funds tracked by Wall St. Rank hold IEF as of Q4 2025.

North Star Investment Management reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q4 2025 after selling out during the quarter.
North Star Investment Management sold 155 iShares 7-10 Year Treasury Bond ETF shares in Q4 2025, an estimated $15K.
North Star Investment Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2016 and held it in 6 quarters.
North Star Investment Management's iShares 7-10 Year Treasury Bond ETF position peaked at $103K in Q1 2018.
1,090 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q4 2025.

Based on North Star Investment Management's 13F filing for Q4 2025, filed 30 Jan 2026.