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 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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

Strategy Asset Managers's IEF Position: Q1 2026 in Review

Strategy Asset Managers reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 0.06% in Q1 2026, selling an estimated $192 and leaving 3,280 shares worth $313K. The position accounts for 0.05% of the portfolio, ranked #206.

Strategy Asset Managers first reported a position in IEF in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.36M in Q2 2021. 1,114 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

Strategy Asset Managers held 3,280 shares of iShares 7-10 Year Treasury Bond ETF worth $313K as of Q1 2026.
Strategy Asset Managers sold 2 iShares 7-10 Year Treasury Bond ETF shares in Q1 2026, an estimated $192.
iShares 7-10 Year Treasury Bond ETF made up 0.05% of Strategy Asset Managers's portfolio in Q1 2026, its #206 holding.
Strategy Asset Managers first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2019 and has held it in 26 quarters since.
Strategy Asset Managers's iShares 7-10 Year Treasury Bond ETF position peaked at $1.36M in Q2 2021.
1,114 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2026.

Based on Strategy Asset Managers's 13F filing for Q1 2026, filed 12 May 2026.