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

Wellington Management Group’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
2024
Q4 		– Sell
-254,765
Closed -$25M – 1984
2024
Q3 		$25M Buy
+254,765
New +$24.6M ﹤0.01% 893

Other funds holding IEF

Fisher Asset Management
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JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Wellington Management Group's IEF Position: Q4 2024 in Review

Wellington Management Group sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q4 2024, closing a stake of 254,765 shares — an estimated $25M sold.

Wellington Management Group first reported a position in IEF in Q3 2024 and held it in 1 quarter. The position peaked at $25M in Q3 2024. 974 funds tracked by Wall St. Rank hold IEF as of Q4 2024.

  • Wellington Management Group reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Wellington Management Group sold 254,765 iShares 7-10 Year Treasury Bond ETF shares in Q4 2024, an estimated $25M.
  • Wellington Management Group first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2024 and held it in 1 quarter.
  • Wellington Management Group's iShares 7-10 Year Treasury Bond ETF position peaked at $25M in Q3 2024.
  • 974 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q4 2024.

Based on Wellington Management Group's 13F filing for Q4 2024, filed 12 Feb 2025.