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

Sage Advisory Services’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
2026 Q2	$3.49M	Sell	36,863 -6,074	-14%	-$575K	1.72%	18
2026 Q1	$4.1M	Buy	42,937 +2,354	+6%	+$226K	2.24%	15
2025 Q4	$3.9M	Sell	40,583 -2,309	-5%	-$223K	2.13%	17
2025 Q3	$4.14M	Buy	42,892 +574	+1%	+$54.9K	2.17%	19
2025 Q2	$4.05M	Buy	42,318 +2,955	+8%	+$279K	2.21%	16
2025 Q1	$3.75M	Sell	39,363 -4,401	-10%	-$412K	2.21%	15
2024 Q4	$4.05M	Buy	43,764 +5,599	+15%	+$529K	2.4%	14
2024 Q3	$3.57M	Hold	38,165	–	–	1%	23
2024 Q2	$3.57M	Buy	38,165 +464	+1%	+$43.1K	1%	23
2024 Q1	$3.57M	Sell	37,701 -118	-0.3%	-$11.2K	0.97%	22
2023 Q4	$3.65M	Sell	37,819 -533	-1%	-$49.3K	0.98%	25
2023 Q3	$3.51M	Buy	38,352 +3,050	+9%	+$288K	0.98%	24
2023 Q2	$3.41M	Buy	35,302 +32,968	+1,413%	+$3.24M	0.99%	23
2023 Q1	$231K	Sell	2,334 -24	-1%	-$2.35K	0.07%	43
2022 Q4	$226K	Sell	2,358 -5,022	-68%	-$482K	0.07%	45
2022 Q3	$708K	Sell	7,380 -28	-0.4%	-$2.84K	0.22%	33
2022 Q2	$758K	Sell	7,408 -104	-1%	-$10.7K	0.22%	41
2022 Q1	$807K	Sell	7,512 -3,250	-30%	-$361K	0.2%	42
2021 Q4	$1.24M	Buy	10,762 +1,664	+18%	+$191K	0.31%	41
2021 Q3	$1.05M	Buy	9,098 +697	+8%	+$81.5K	0.27%	44
2021 Q2	$970K	Buy	8,401 +860	+11%	+$98.4K	0.27%	42
2021 Q1	$852K	Buy	+7,541	New	+$879K	0.21%	38
2020 Q4	–	Sell	-1,979	Closed	-$241K	–	53
2020 Q3	$241K	Buy	1,979 +121	+7%	+$14.8K	0.08%	51
2020 Q2	$226K	Buy	1,858 +71	+4%	+$8.63K	0.07%	51
2020 Q1	$217K	Sell	1,787 -3,483	-66%	-$401K	0.08%	46
2019 Q4	$581K	Sell	5,270 -1,375	-21%	-$153K	0.18%	44
2019 Q3	$747K	Sell	6,645 -3,460	-34%	-$386K	0.24%	37
2019 Q2	$1.11M	Sell	10,105 -219,267	-96%	-$23.5M	0.33%	33
2019 Q1	$24.5M	Buy	229,372 +7,412	+3%	+$775K	2.34%	16
2018 Q4	$23.1M	Buy	221,960 +70,600	+47%	+$7.15M	2.41%	16
2018 Q3	$15.3M	Buy	151,360 +489	+0.3%	+$49.9K	1.46%	22
2018 Q2	$15.5M	Buy	+150,871	New	+$15.4M	1.53%	21
2018 Q1	–	Sell	-1,905	Closed	-$201K	–	56
2017 Q4	$201K	Buy	+1,905	New	+$202K	0.02%	45
2017 Q3	–	Sell	-133,684	Closed	-$14.3M	–	51
2017 Q2	$14.3M	Buy	133,684 +88,252	+194%	+$9.43M	1.65%	17
2017 Q1	$4.8M	Sell	45,432 -104,542	-70%	-$11M	0.58%	21
2016 Q4	$15.7M	Sell	149,974 -3,818	-2%	-$410K	2.01%	16
2016 Q3	$17.2M	Buy	153,792 +10,389	+7%	+$1.16M	2.17%	12
2016 Q2	$16.2M	Sell	143,403 -408	-0.3%	-$45.1K	2.14%	12
2016 Q1	$15.9M	Sell	143,811 -111,605	-44%	-$12.2M	2.06%	12
2015 Q4	$27M	Sell	255,416 -790	-0.3%	-$84.2K	3.55%	10
2015 Q3	$27.6M	Buy	256,206 +111,321	+77%	+$11.8M	3.81%	5
2015 Q2	$15.2M	Sell	144,885 -36,886	-20%	-$3.93M	2.09%	12
2015 Q1	$19.7M	Buy	181,771 +100,178	+123%	+$10.8M	2.63%	12
2014 Q4	$8.65M	Sell	81,593 -3,725	-4%	-$393K	1.2%	11
2014 Q3	$8.84M	Buy	+85,318	New	+$8.85M	1.21%	15
2013 Q3	–	Sell	-354,677	Closed	-$36.4M	–	18
2013 Q2	$36.4M	Buy	+354,677	New	+$37.8M	4.88%	7

Other funds holding IEF

BTI

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

Peavine Capital Reno, Nevada $472M AUM 9.2% 1-Year Est. Return

WCM

Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MSCM

McElhenny Sheffield Capital Management Dallas, Texas $404M AUM 19.8% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

AAG

Avalon Advisory Group Wexford, Pennsylvania $271M AUM 14.44% 1-Year Est. Return

Sage Advisory Services's IEF Position: Q2 2026 in Review

Sage Advisory Services reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 14% in Q2 2026, selling an estimated $575K and leaving 36,863 shares worth $3.49M. The position accounts for 1.72% of the portfolio, ranked #18.

Sage Advisory Services first reported a position in IEF in Q2 2013 and has held it in 46 quarters since. The position peaked at $36.4M in Q2 2013. 511 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Sage Advisory Services held 36,863 shares of iShares 7-10 Year Treasury Bond ETF worth $3.49M as of Q2 2026.
Sage Advisory Services sold 6,074 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $575K.
iShares 7-10 Year Treasury Bond ETF made up 1.72% of Sage Advisory Services's portfolio in Q2 2026, its #18 holding.
Sage Advisory Services first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2013 and has held it in 46 quarters since.
Sage Advisory Services's iShares 7-10 Year Treasury Bond ETF position peaked at $36.4M in Q2 2013.
511 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Sage Advisory Services's 13F filing for Q2 2026, filed 22 Jul 2026.