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

Savant Capital’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	$1.32M	Buy	+14,095	New	+$1.33M	﹤0.01%	766
2025 Q4	–	Sell	-4,178	Closed	-$403K	–	1398
2025 Q3	$403K	Buy	+4,178	New	+$399K	﹤0.01%	879
2025 Q1	–	Sell	-4,459	Closed	-$412K	–	1249
2024 Q4	$412K	Buy	4,459 +139	+3%	+$13.1K	﹤0.01%	963
2024 Q3	$424K	Buy	4,320 +1,488	+53%	+$144K	﹤0.01%	948
2024 Q2	$265K	Sell	2,832 -167	-6%	-$15.5K	﹤0.01%	1027
2024 Q1	$284K	Buy	+2,999	New	+$284K	﹤0.01%	918

Other funds holding IEF

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Savant Capital's IEF Position: Q2 2026 in Review

Savant Capital opened a new position in iShares 7-10 Year Treasury Bond ETF (IEF) in Q2 2026: 14,095 shares worth $1.32M. The stake represents ﹤0.01% of the portfolio and ranks #766 among its holdings. This is a return to the name: Savant Capital previously reported a position in IEF as recently as Q3 2025.

Savant Capital first reported a position in IEF in Q1 2024 and has held it in 6 quarters since. 1,138 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Savant Capital held 14,095 shares of iShares 7-10 Year Treasury Bond ETF worth $1.32M as of Q2 2026.
iShares 7-10 Year Treasury Bond ETF was a new Savant Capital position in Q2 2026.
iShares 7-10 Year Treasury Bond ETF made up ﹤0.01% of Savant Capital's portfolio in Q2 2026, its #766 holding.
Savant Capital first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2024 and has held it in 6 quarters since.
1,138 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Savant Capital's 13F filing for Q2 2026, filed 10 Aug 2026.