Renasant Bank’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Renasant Bank’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 Q1	–	Sell	-2,198	Closed	-$203K	–	166
2024 Q4	$203K	Sell	2,198 -1,429	-39%	-$135K	0.13%	165
2024 Q3	$356K	Hold	3,627	–	–	0.23%	113
2024 Q2	$340K	Hold	3,627	–	–	0.23%	108
2024 Q1	$343K	Hold	3,627	–	–	0.24%	119
2023 Q4	$350K	Hold	3,627	–	–	0.28%	113
2023 Q3	$332K	Buy	3,627 +15	+0.4%	+$1.42K	0.28%	109
2023 Q2	$349K	Sell	3,612 -38	-1%	-$3.74K	0.28%	108
2023 Q1	$362K	Hold	3,650	–	–	0.28%	117
2022 Q4	$350K	Hold	3,650	–	–	0.26%	122
2022 Q3	$350K	Sell	3,650 -69	-2%	-$7K	0.31%	104
2022 Q2	$380K	Sell	3,719 -742	-17%	-$76.1K	0.31%	106
2022 Q1	$479K	Sell	4,461 -15	-0.3%	-$1.67K	0.32%	99
2021 Q4	$515K	Buy	4,476 +54	+1%	+$6.21K	0.35%	87
2021 Q3	$510K	Sell	4,422 -59	-1%	-$6.9K	0.4%	80
2021 Q2	$518K	Buy	4,481 +120	+3%	+$13.7K	0.39%	81
2021 Q1	$493K	Buy	4,361 +144	+3%	+$16.8K	0.4%	80
2020 Q4	$505K	Buy	+4,217	New	+$507K	0.41%	74

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

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

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

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

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

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

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

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

Renasant Bank's IEF Position: Q1 2025 in Review

Renasant Bank sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q1 2025, closing a stake of 2,198 shares — an estimated $203K sold.

Renasant Bank first reported a position in IEF in Q4 2020 and held it in 17 quarters. The position peaked at $518K in Q2 2021. 984 funds tracked by Wall St. Rank hold IEF as of Q1 2025.

Renasant Bank reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q1 2025 after selling out during the quarter.
Renasant Bank sold 2,198 iShares 7-10 Year Treasury Bond ETF shares in Q1 2025, an estimated $203K.
Renasant Bank first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2020 and held it in 17 quarters.
Renasant Bank's iShares 7-10 Year Treasury Bond ETF position peaked at $518K in Q2 2021.
984 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2025.

Based on Renasant Bank's 13F filing for Q1 2025, filed 9 May 2025.