Sanders Morris Harris’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Sanders Morris Harris’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 Q1	–	Sell	-2,253	Closed	-$207K	–	299
2024 Q4	$207K	Buy	+2,253	New	+$213K	0.03%	259
2023 Q2	–	Sell	-4,021	Closed	-$399K	–	260
2023 Q1	$399K	Buy	+4,021	New	+$393K	0.14%	74
2016 Q4	–	Sell	-3,559	Closed	-$398K	–	143
2016 Q3	$398K	Sell	3,559 -8,845	-71%	-$991K	0.12%	99
2016 Q2	$1.4M	Sell	12,404 -57,634	-82%	-$6.37M	0.33%	75
2016 Q1	$7.73M	Buy	+70,038	New	+$7.64M	1.33%	11

Other funds holding IEF

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

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

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

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

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

Sanders Morris Harris's IEF Position: Q1 2025 in Review

Sanders Morris Harris sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q1 2025, closing a stake of 2,253 shares — an estimated $207K sold.

Sanders Morris Harris first reported a position in IEF in Q1 2016 and held it in 5 quarters. The position peaked at $7.73M in Q1 2016. 983 funds tracked by Wall St. Rank hold IEF as of Q1 2025.

Sanders Morris Harris reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q1 2025 after selling out during the quarter.
Sanders Morris Harris sold 2,253 iShares 7-10 Year Treasury Bond ETF shares in Q1 2025, an estimated $207K.
Sanders Morris Harris first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2016 and held it in 5 quarters.
Sanders Morris Harris's iShares 7-10 Year Treasury Bond ETF position peaked at $7.73M in Q1 2016.
983 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2025.

Based on Sanders Morris Harris's 13F filing for Q1 2025, filed 9 Apr 2025.