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Tortoise Investment Management’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Tortoise Investment 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
-60
Closed -$5.75K – 1579
2025
Q2 		$5.75K Hold
60
– – ﹤0.01% 648
2025
Q1 		$5.72K Sell
60
-640
-91% -$59.9K ﹤0.01% 624
2024
Q4 		$64.7K Sell
700
-210
-23% -$19.8K 0.01% 378
2024
Q3 		$89.3K Buy
910
+38
+4% +$3.67K 0.01% 328
2024
Q2 		$81.7K Hold
872
– – 0.01% 328
2024
Q1 		$82.5K Sell
872
-841
-49% -$79.7K 0.01% 317
2023
Q4 		$165K Sell
1,713
-100
-6% -$9.25K 0.02% 232
2023
Q3 		$166K Buy
1,813
+286
+19% +$27K 0.02% 215
2023
Q2 		$148K Sell
1,527
-445
-23% -$43.7K 0.02% 237
2023
Q1 		$195K Buy
1,972
+1,913
+3,242% +$187K 0.03% 192
2022
Q4 		$5.65K Hold
59
– – ﹤0.01% 599
2022
Q3 		$6K Sell
59
-54
-48% -$5.48K ﹤0.01% 585
2022
Q2 		$12K Buy
113
+78
+223% +$8K ﹤0.01% 495
2022
Q1 		$4K Sell
35
-35
-50% -$3.88K ﹤0.01% 594
2021
Q4 		$8K Sell
70
-5
-7% -$575 ﹤0.01% 499
2021
Q3 		$9K Sell
75
-399
-84% -$46.7K ﹤0.01% 481
2021
Q2 		$55K Buy
474
+14
+3% +$1.6K 0.01% 264
2021
Q1 		$52K Buy
+460
New +$53.6K 0.01% 253
2020
Q3 		– Sell
-85
Closed -$10K – 533
2020
Q2 		$10K Hold
85
– – ﹤0.01% 370
2020
Q1 		$10K Sell
85
-85
-50% -$9.78K ﹤0.01% 365
2019
Q4 		$19K Sell
170
-28
-14% -$3.12K ﹤0.01% 331
2019
Q3 		$22K Sell
198
-1,194
-86% -$133K 0.01% 306
2019
Q2 		$153K Sell
1,392
-1,212
-47% -$130K 0.04% 153
2019
Q1 		$278K Hold
2,604
– – 0.07% 121
2018
Q4 		$271K Sell
2,604
-620
-19% -$62.8K 0.07% 122
2018
Q3 		$326K Sell
3,224
-980
-23% -$100K 0.09% 113
2018
Q2 		$431K Sell
4,204
-256
-6% -$26.1K 0.12% 101
2018
Q1 		$460K Sell
4,460
-1,168
-21% -$120K 0.13% 94
2017
Q4 		$594K Sell
5,628
-672
-11% -$71.3K 0.17% 80
2017
Q3 		$671K Sell
6,300
-1,747
-22% -$187K 0.2% 67
2017
Q2 		$858K Sell
8,047
-2,727
-25% -$291K 0.28% 55
2017
Q1 		$1.14M Buy
10,774
+724
+7% +$76K 0.37% 47
2016
Q4 		$1.05M Buy
+10,050
New +$1.08M 0.36% 52
2016
Q1 		– Sell
-49
Closed -$5K – 415
2015
Q4 		$5K Hold
49
– – ﹤0.01% 355
2015
Q3 		$5K Hold
49
– – ﹤0.01% 338
2015
Q2 		$5K Hold
49
– – ﹤0.01% 360
2015
Q1 		$5K Sell
49
-150
-75% -$16.2K ﹤0.01% 340
2014
Q4 		$21K Sell
199
-2,097
-91% -$221K 0.01% 276
2014
Q3 		$238K Sell
2,296
-1,142
-33% -$118K 0.1% 92
2014
Q2 		$356K Buy
3,438
+788
+30% +$80.9K 0.15% 73
2014
Q1 		$270K Sell
2,650
-1,145
-30% -$116K 0.12% 83
2013
Q4 		$377K Sell
3,795
-1,050
-22% -$107K 0.21% 64
2013
Q3 		$495K Buy
+4,845
New +$490K 0.3% 55

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 22.9% 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

Tortoise Investment Management's IEF Position: Q3 2025 in Review

Tortoise Investment Management sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q3 2025, closing a stake of 60 shares — an estimated $5.75K sold.

Tortoise Investment Management first reported a position in IEF in Q3 2013 and held it in 43 quarters. The position peaked at $1.14M in Q1 2017. 1,001 funds tracked by Wall St. Rank hold IEF as of Q3 2025.

  • Tortoise Investment Management reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Tortoise Investment Management sold 60 iShares 7-10 Year Treasury Bond ETF shares in Q3 2025, an estimated $5.75K.
  • Tortoise Investment Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2013 and held it in 43 quarters.
  • Tortoise Investment Management's iShares 7-10 Year Treasury Bond ETF position peaked at $1.14M in Q1 2017.
  • 1,001 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2025.

Based on Tortoise Investment Management's 13F filing for Q3 2025, filed 13 Nov 2025.