Verition Fund Management’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Verition Fund 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
2026 Q1	$19.1M	Buy	+200,000	New	+$19.2M	0.12%	156
2022 Q4	–	Sell	-400,000	Closed	-$38.4M	–	2418
2022 Q3	$38.4M	Buy	+400,000	New	+$40.6M	0.43%	26
2021 Q4	–	Sell	-100,000	Closed	-$11.5M	–	2666
2021 Q3	$11.5M	Sell	100,000 -400,000	-80%	-$46.8M	0.1%	141
2021 Q2	$57.7M	Buy	500,000 +284,900	+132%	+$32.6M	0.53%	37
2021 Q1	$24.3M	Buy	215,100 +55,100	+34%	+$6.42M	0.27%	45
2020 Q4	$19.2M	Buy	+160,000	New	+$19.2M	0.17%	92

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

Verition Fund Management's IEF Position: Q3 2025 in Review

Verition Fund Management sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q3 2025, closing a stake of 82,331 shares — an estimated $7.88M sold.

Verition Fund Management first reported a position in IEF in Q2 2013 and held it in 10 quarters. The position peaked at $20.6M in Q3 2022. 1,000 funds tracked by Wall St. Rank hold IEF as of Q3 2025.

Verition Fund Management reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q3 2025 after selling out during the quarter.
Verition Fund Management sold 82,331 iShares 7-10 Year Treasury Bond ETF shares in Q3 2025, an estimated $7.88M.
Verition Fund Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2013 and held it in 10 quarters.
Verition Fund Management's iShares 7-10 Year Treasury Bond ETF position peaked at $20.6M in Q3 2022.
1,000 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2025.

Based on Verition Fund Management's 13F filing for Q3 2025, filed 14 Nov 2025.