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

Sage Capital 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
2024 Q4	–	Sell	-2,774	Closed	-$272K	–	147
2024 Q3	$272K	Hold	2,774	–	–	0.07%	122
2024 Q2	$260K	Hold	2,774	–	–	0.07%	125
2024 Q1	$263K	Hold	2,774	–	–	0.08%	123
2023 Q4	$267K	Hold	2,774	–	–	0.09%	114
2023 Q3	$254K	Hold	2,774	–	–	0.09%	112
2023 Q2	$268K	Hold	2,774	–	–	0.09%	114
2023 Q1	$275K	Hold	2,774	–	–	0.1%	111
2022 Q4	$266K	Buy	+2,774	New	+$266K	0.12%	110

Other funds holding IEF

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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

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

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

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sage Capital Advisors's IEF Position: Q4 2024 in Review

Sage Capital Advisors sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q4 2024, closing a stake of 2,774 shares — an estimated $272K sold.

Sage Capital Advisors first reported a position in IEF in Q4 2022 and held it in 8 quarters. The position peaked at $275K in Q1 2023. 974 funds tracked by Wall St. Rank hold IEF as of Q4 2024.

Sage Capital Advisors reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q4 2024 after selling out during the quarter.
Sage Capital Advisors sold 2,774 iShares 7-10 Year Treasury Bond ETF shares in Q4 2024, an estimated $272K.
Sage Capital Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2022 and held it in 8 quarters.
Sage Capital Advisors's iShares 7-10 Year Treasury Bond ETF position peaked at $275K in Q1 2023.
974 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q4 2024.

Based on Sage Capital Advisors's 13F filing for Q4 2024, filed 10 Jan 2025.