Strategy Asset Managers’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Strategy Asset Managers’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 Q3	$280K	Hold	3,138	–	–	0.04%	223
2026 Q2	$297K	Sell	3,138 -142	-4%	-$13.4K	0.04%	223
2026 Q1	$313K	Sell	3,280 -2	-0.1%	-$192	0.05%	206
2025 Q4	$316K	Sell	3,282 -3	-0.1%	-$290	0.05%	202
2025 Q3	$317K	Buy	3,285 +184	+6%	+$17.6K	0.06%	201
2025 Q2	$297K	Sell	3,101 -182	-6%	-$17.2K	0.06%	200
2025 Q1	$313K	Sell	3,283 -109	-3%	-$10.2K	0.06%	204
2024 Q4	$314K	Buy	3,392 +481	+17%	+$45.4K	0.06%	199
2024 Q3	$286K	Sell	2,911 -2,484	-46%	-$240K	0.05%	223
2024 Q2	$521K	Buy	5,395 +2,287	+74%	+$212K	0.12%	133
2024 Q1	$294K	Sell	3,108 -2,042	-40%	-$194K	0.06%	190
2023 Q4	$496K	Sell	5,150 -327	-6%	-$30.2K	0.12%	129
2023 Q3	$502K	Buy	5,477 +82	+2%	+$7.73K	0.13%	124
2023 Q2	$521K	Sell	5,395 -713	-12%	-$70.1K	0.12%	133
2023 Q1	$605K	Sell	6,108 -225	-4%	-$22K	0.15%	122
2022 Q4	$607K	Sell	6,333 -40	-0.6%	-$3.84K	0.15%	120
2022 Q3	$612K	Sell	6,373 -464	-7%	-$47.1K	0.17%	120
2022 Q2	$699K	Sell	6,837 -1,386	-17%	-$142K	0.22%	84
2022 Q1	$884K	Buy	8,223 +2,581	+46%	+$286K	0.19%	88
2021 Q4	$649K	Sell	5,642 -3,878	-41%	-$446K	0.17%	110
2021 Q3	$1.1M	Sell	9,520 -2,274	-19%	-$266K	0.24%	82
2021 Q2	$1.36M	Buy	11,794 +6,294	+114%	+$720K	0.29%	70
2021 Q1	$621K	Buy	5,500 +2,440	+80%	+$284K	0.14%	112
2020 Q4	$367K	Buy	3,060 +301	+11%	+$36.2K	0.09%	165
2020 Q3	$336K	Sell	2,759 -406	-13%	-$49.5K	0.09%	167
2020 Q2	$386K	Sell	3,165 -1,209	-28%	-$147K	0.1%	153
2020 Q1	$531K	Buy	4,374 +523	+14%	+$60.2K	0.17%	99
2019 Q4	$424K	Buy	+3,851	New	+$429K	0.1%	147

Other funds holding IEF

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

CIM

CenturyLink Investment Management Denver, Colorado $126M AUM 0.66% 1-Year Est. Return

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

Twele Capital Management Minnetonka, Minnesota $605M AUM 5.95% 1-Year Est. Return

GenWealth Group Maplewood, New Jersey $641M AUM 11.61% 1-Year Est. Return

PFM

Patton Fund Management Dallas, Texas $389M AUM 65.14% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Strategy Asset Managers's IEF Position: Q3 2026 in Review

Strategy Asset Managers held its iShares 7-10 Year Treasury Bond ETF (IEF) position steady in Q3 2026 at 3,138 shares worth $280K. The position accounts for 0.04% of the portfolio, ranked #223.

Strategy Asset Managers first reported a position in IEF in Q4 2019 and has held it in 28 quarters since. The position peaked at $1.36M in Q2 2021. 209 funds tracked by Wall St. Rank hold IEF as of Q3 2026.

Strategy Asset Managers held 3,138 shares of iShares 7-10 Year Treasury Bond ETF worth $280K as of Q3 2026.
Strategy Asset Managers left its iShares 7-10 Year Treasury Bond ETF share count unchanged in Q3 2026.
iShares 7-10 Year Treasury Bond ETF made up 0.04% of Strategy Asset Managers's portfolio in Q3 2026, its #223 holding.
Strategy Asset Managers first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2019 and has held it in 28 quarters since.
Strategy Asset Managers's iShares 7-10 Year Treasury Bond ETF position peaked at $1.36M in Q2 2021.
209 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2026.

Based on Strategy Asset Managers's 13F filing for Q3 2026, filed 14 Oct 2026.