Retirement Systems of Alabama’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Retirement Systems of Alabama’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 Q2	–	Sell	-130,770	Closed	-$12.5M	–	941
2025 Q1	$12.5M	Buy	130,770 +53,125	+68%	+$4.97M	0.05%	397
2024 Q4	$7.18M	Buy	77,645 +120	+0.2%	+$11.3K	0.03%	595
2024 Q3	$7.61M	Hold	77,525	–	–	0.03%	593
2024 Q2	$7.26M	Buy	77,525 +31,350	+68%	+$2.91M	0.03%	576
2024 Q1	$4.37M	Hold	46,175	–	–	0.02%	753
2023 Q4	$4.45M	Buy	46,175 +180	+0.4%	+$16.6K	0.02%	737
2023 Q3	$4.21M	Hold	45,995	–	–	0.02%	711
2023 Q2	$4.44M	Buy	45,995 +5,870	+15%	+$577K	0.02%	725
2023 Q1	$3.98M	Buy	40,125 +40,050	+53,400%	+$3.91M	0.02%	785
2022 Q4	$7.18K	Hold	75	–	–	﹤0.01%	939
2022 Q3	$7K	Buy	+75	New	+$7.61K	﹤0.01%	931

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Retirement Systems of Alabama's IEF Position: Q2 2025 in Review

Retirement Systems of Alabama sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q2 2025, closing a stake of 130,770 shares — an estimated $12.5M sold.

Retirement Systems of Alabama first reported a position in IEF in Q3 2022 and held it in 11 quarters. The position peaked at $12.5M in Q1 2025. 1,012 funds tracked by Wall St. Rank hold IEF as of Q2 2025.

Retirement Systems of Alabama reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q2 2025 after selling out during the quarter.
Retirement Systems of Alabama sold 130,770 iShares 7-10 Year Treasury Bond ETF shares in Q2 2025, an estimated $12.5M.
Retirement Systems of Alabama first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2022 and held it in 11 quarters.
Retirement Systems of Alabama's iShares 7-10 Year Treasury Bond ETF position peaked at $12.5M in Q1 2025.
1,012 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2025.

Based on Retirement Systems of Alabama's 13F filing for Q2 2025, filed 4 Aug 2025.