Salem Investment Counselors’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Salem Investment Counselors’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	–	Sell	-53	Closed	-$5.13K	–	740
2025 Q3	$5.13K	Hold	53	–	–	﹤0.01%	979
2025 Q2	$5.1K	Hold	53	–	–	﹤0.01%	939
2025 Q1	$5.08K	Hold	53	–	–	﹤0.01%	929
2024 Q4	$4.92K	Buy	+53	New	+$5.01K	﹤0.01%	923
2023 Q2	–	Sell	-2,007	Closed	-$199K	–	1176
2023 Q1	$199K	Hold	2,007	–	–	0.01%	338
2022 Q4	$192K	Hold	2,007	–	–	0.01%	332
2022 Q3	$193K	Sell	2,007 -1,900	-49%	-$193K	0.01%	307
2022 Q2	$400K	Hold	3,907	–	–	0.02%	262
2022 Q1	$420K	Hold	3,907	–	–	0.02%	273
2021 Q4	$449K	Buy	+3,907	New	+$449K	0.02%	282

Other funds holding IEF

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $324B AUM 22.36% 1-Year Est. Return

BTI

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

Salem Investment Counselors's IEF Position: Q4 2025 in Review

Salem Investment Counselors sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q4 2025, closing a stake of 53 shares — an estimated $5.13K sold.

Salem Investment Counselors first reported a position in IEF in Q4 2021 and held it in 10 quarters. The position peaked at $449K in Q4 2021. 1,090 funds tracked by Wall St. Rank hold IEF as of Q4 2025.

Salem Investment Counselors reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q4 2025 after selling out during the quarter.
Salem Investment Counselors sold 53 iShares 7-10 Year Treasury Bond ETF shares in Q4 2025, an estimated $5.13K.
Salem Investment Counselors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2021 and held it in 10 quarters.
Salem Investment Counselors's iShares 7-10 Year Treasury Bond ETF position peaked at $449K in Q4 2021.
1,090 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q4 2025.

Based on Salem Investment Counselors's 13F filing for Q4 2025, filed 12 Jan 2026.