SageView Advisory Group’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

SageView Advisory Group’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 Q1	–	Sell	-915	Closed	-$88K	–	1431
2025 Q4	$88K	Buy	+915	New	+$88.5K	﹤0.01%	867
2023 Q4	–	Sell	-2,684	Closed	-$246K	–	692
2023 Q3	$246K	Sell	2,684 -228	-8%	-$21.5K	0.01%	465
2023 Q2	$281K	Sell	2,912 -2,562	-47%	-$252K	0.02%	460
2023 Q1	$543K	Sell	5,474 -89	-2%	-$8.7K	0.03%	292
2022 Q4	$533K	Buy	+5,563	New	+$534K	0.04%	233

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

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

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

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

Morgan Stanley New York $1.89T AUM 35.08% 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

SageView Advisory Group's IEF Position: Q1 2026 in Review

SageView Advisory Group sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q1 2026, closing a stake of 915 shares — an estimated $88K sold.

SageView Advisory Group first reported a position in IEF in Q4 2022 and held it in 5 quarters. The position peaked at $543K in Q1 2023. 1,119 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

SageView Advisory Group reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q1 2026 after selling out during the quarter.
SageView Advisory Group sold 915 iShares 7-10 Year Treasury Bond ETF shares in Q1 2026, an estimated $88K.
SageView Advisory Group first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2022 and held it in 5 quarters.
SageView Advisory Group's iShares 7-10 Year Treasury Bond ETF position peaked at $543K in Q1 2023.
1,119 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.