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
2026
Q1 		$4.33M Buy
+191,746
New +$18.4M ﹤0.01% 1429
2025
Q4 		– Sell
-31,054
Closed -$2.1M – 1995
2025
Q3 		$2.1M Buy
+31,054
New +$2.97M ﹤0.01% 1620

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 $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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 $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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.