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

Stephens Group 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
2025
Q3 		– Sell
-3,466
Closed -$332K – 27
2025
Q2 		$332K Sell
3,466
-1,429
-29% -$135K 0.02% 26
2025
Q1 		$467K Sell
4,895
-1,928
-28% -$180K 0.04% 24
2024
Q4 		$631K Buy
6,823
+23
+0.3% +$2.17K 0.05% 27
2024
Q3 		$667K Buy
+6,800
New +$657K 0.06% 23

Other funds holding IEF

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Stephens Group Asset Management's IEF Position: Q3 2025 in Review

Stephens Group Asset Management sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q3 2025, closing a stake of 3,466 shares — an estimated $332K sold.

Stephens Group Asset Management first reported a position in IEF in Q3 2024 and held it in 4 quarters. The position peaked at $667K in Q3 2024. 1,001 funds tracked by Wall St. Rank hold IEF as of Q3 2025.

  • Stephens Group Asset Management reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Stephens Group Asset Management sold 3,466 iShares 7-10 Year Treasury Bond ETF shares in Q3 2025, an estimated $332K.
  • Stephens Group Asset Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2024 and held it in 4 quarters.
  • Stephens Group Asset Management's iShares 7-10 Year Treasury Bond ETF position peaked at $667K in Q3 2024.
  • 1,001 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2025.

Based on Stephens Group Asset Management's 13F filing for Q3 2025, filed 7 Oct 2025.