SSA
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SSA Swiss Advisors’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

SSA Swiss Advisors’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 		$3.79M Sell
39,403
-19,978
-34% -$1.93M 1.77% 19
2025
Q3 		$5.73M Buy
59,381
+8,537
+17% +$816K 2.66% 7
2025
Q2 		$4.82M Buy
50,844
+12,339
+32% +$1.17M 2.32% 9
2025
Q1 		$3.67M Buy
+38,505
New +$3.6M 1.88% 13

Other funds holding IEF

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Raymond James Financial
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

SSA Swiss Advisors's IEF Position: Q4 2025 in Review

SSA Swiss Advisors reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 34% in Q4 2025, selling an estimated $1.93M and leaving 39,403 shares worth $3.79M. The position accounts for 1.77% of the portfolio, ranked #19.

SSA Swiss Advisors first reported a position in IEF in Q1 2025 and has held it in 4 quarters since. The position peaked at $5.73M in Q3 2025. 1,090 funds tracked by Wall St. Rank hold IEF as of Q4 2025.

  • SSA Swiss Advisors held 39,403 shares of iShares 7-10 Year Treasury Bond ETF worth $3.79M as of Q4 2025.
  • SSA Swiss Advisors sold 19,978 iShares 7-10 Year Treasury Bond ETF shares in Q4 2025, an estimated $1.93M.
  • iShares 7-10 Year Treasury Bond ETF made up 1.77% of SSA Swiss Advisors's portfolio in Q4 2025, its #19 holding.
  • SSA Swiss Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2025 and has held it in 4 quarters since.
  • SSA Swiss Advisors's iShares 7-10 Year Treasury Bond ETF position peaked at $5.73M in Q3 2025.
  • 1,090 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q4 2025.

Based on SSA Swiss Advisors's 13F filing for Q4 2025, filed 26 Feb 2026.