Sage Advisors’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Sage Advisors’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	$770K	Buy	+8,008	New	+$775K	0.51%	24

Other funds holding IEF

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $369B AUM 28.27% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Sage Advisors's IEF Position: Q4 2025 in Review

Sage Advisors opened a new position in iShares 7-10 Year Treasury Bond ETF (IEF) in Q4 2025: 8,008 shares worth $770K. The stake represents 0.51% of the portfolio and ranks #24 among its holdings.

1,090 funds tracked by Wall St. Rank hold IEF as of Q4 2025.

Sage Advisors held 8,008 shares of iShares 7-10 Year Treasury Bond ETF worth $770K as of Q4 2025.
iShares 7-10 Year Treasury Bond ETF was a new Sage Advisors position in Q4 2025.
iShares 7-10 Year Treasury Bond ETF made up 0.51% of Sage Advisors's portfolio in Q4 2025, its #24 holding.
1,090 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q4 2025.

Based on Sage Advisors's 13F filing for Q4 2025, filed 13 Jan 2026.