ORG Partners’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

ORG Partners’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	$2.17M	Buy	22,538 +39	+0.2%	+$3.77K	0.38%	57
2025 Q3	$2.17M	Sell	22,499 -697	-3%	-$66.6K	0.4%	53
2025 Q2	$2.22M	Sell	23,196 -9,147	-28%	-$865K	0.47%	45
2025 Q1	$3.09M	Sell	32,343 -5,290	-14%	-$495K	0.76%	25
2024 Q4	$3.48M	Buy	37,633 +21,121	+128%	+$2M	0.47%	47
2024 Q3	$1.62M	Buy	16,512 +16,323	+8,637%	+$1.58M	0.26%	73
2024 Q2	$18.2K	Buy	+189	New	+$17.6K	﹤0.01%	1099
2024 Q1	–	Sell	-3,210	Closed	-$310K	–	768
2023 Q4	$310K	Buy	3,210 +3,054	+1,958%	+$282K	0.05%	237
2023 Q3	$14.4K	Sell	156 -1,868	-92%	-$176K	﹤0.01%	758
2023 Q2	$194K	Sell	2,024 -572,307	-100%	-$56.3M	0.03%	385
2023 Q1	$57M	Buy	+574,331	New	+$56.1M	13.9%	1

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 $8.74B AUM 14.62% 1-Year Est. Return

ORG Partners's IEF Position: Q4 2025 in Review

ORG Partners increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 0.17% in Q4 2025, buying an estimated $3.77K and bringing the position to 22,538 shares worth $2.17M. The position accounts for 0.38% of the portfolio, ranked #57.

ORG Partners first reported a position in IEF in Q1 2023 and has held it in 11 quarters since. The position peaked at $57M in Q1 2023. 1,090 funds tracked by Wall St. Rank hold IEF as of Q4 2025.

ORG Partners held 22,538 shares of iShares 7-10 Year Treasury Bond ETF worth $2.17M as of Q4 2025.
ORG Partners bought 39 iShares 7-10 Year Treasury Bond ETF shares in Q4 2025, an estimated $3.77K.
iShares 7-10 Year Treasury Bond ETF made up 0.38% of ORG Partners's portfolio in Q4 2025, its #57 holding.
ORG Partners first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2023 and has held it in 11 quarters since.
ORG Partners's iShares 7-10 Year Treasury Bond ETF position peaked at $57M 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 ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.