Sompo Asset Management’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Sompo Asset Management’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	$44.7M	Buy	473,019 +44,779	+10%	+$4.24M	7.34%	3
2026 Q1	$40.9M	Buy	428,240 +6,677	+2%	+$642K	7.5%	3
2025 Q4	$40.5M	Buy	421,563 +26,854	+7%	+$2.6M	6.95%	3
2025 Q3	$38.1M	Buy	394,709 +3,351	+0.9%	+$320K	6.55%	3
2025 Q2	$37.5M	Buy	391,358 +10,974	+3%	+$1.04M	6.51%	3
2025 Q1	$36.3M	Buy	380,384 +15,640	+4%	+$1.46M	6.74%	3
2024 Q4	$33.7M	Buy	364,744 +19,811	+6%	+$1.87M	5.7%	3
2024 Q3	$33.8M	Sell	344,933 -5,068	-1%	-$490K	5.3%	4
2024 Q2	$32.8M	Buy	350,001 +1,798	+0.5%	+$167K	5.54%	4
2024 Q1	$33M	Buy	348,203 +42,589	+14%	+$4.04M	5.39%	3
2023 Q4	$29.5M	Buy	305,614 +2,890	+1%	+$267K	5.31%	3
2023 Q3	$27.7M	Buy	302,724 +2,705	+0.9%	+$255K	6.07%	3
2023 Q2	$29M	Buy	300,019 +20,955	+8%	+$2.06M	5.41%	4
2023 Q1	$27.7M	Buy	279,064 +30,444	+12%	+$2.98M	5.82%	3
2022 Q4	$23.8M	Buy	248,620 +9,653	+4%	+$927K	5.44%	2
2022 Q3	$22.9M	Buy	238,967 +219	+0.1%	+$22.2K	5.85%	1
2022 Q2	$24.4M	Sell	238,748 -2,929	-1%	-$301K	6.18%	1
2022 Q1	$26M	Buy	241,677 +8,329	+4%	+$924K	5.63%	1
2021 Q4	$26.8M	Buy	+233,348	New	+$26.8M	5.34%	2

Other funds holding IEF

WCM

Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

CIM

CenturyLink Investment Management Denver, Colorado $129M AUM 11.15% 1-Year Est. Return

RBCM

Raub Brock Capital Management Larkspur, California $363M AUM 12.74% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

TCM

Twele Capital Management Minnetonka, Minnesota $612M AUM 13.62% 1-Year Est. Return

PFM

Patton Fund Management Dallas, Texas $462M AUM 72.68% 1-Year Est. Return

GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return

LFA

LifeGuide Financial Advisors Mechanicsburg, Pennsylvania $351M AUM 11.66% 1-Year Est. Return

Sompo Asset Management's IEF Position: Q2 2026 in Review

Sompo Asset Management increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 10% in Q2 2026, buying an estimated $4.24M and bringing the position to 473,019 shares worth $44.7M. The position accounts for 7.34% of the portfolio, ranked #3.

Sompo Asset Management first reported a position in IEF in Q4 2021 and has held it in 19 quarters since. 202 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Sompo Asset Management held 473,019 shares of iShares 7-10 Year Treasury Bond ETF worth $44.7M as of Q2 2026.
Sompo Asset Management bought 44,779 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $4.24M.
iShares 7-10 Year Treasury Bond ETF made up 7.34% of Sompo Asset Management's portfolio in Q2 2026, its #3 holding.
Sompo Asset Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2021 and has held it in 19 quarters since.
202 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Sompo Asset Management's 13F filing for Q2 2026, filed 14 Jul 2026.