iShares 7-10 Year Treasury Bond ETF (NASDAQ:IEF) Position Increased by EverSource Wealth Advisors LLC

Posted by Steven Smith on Mar 18th, 2025

EverSource Wealth Advisors LLC lifted its position in iShares 7-10 Year Treasury Bond ETF (NASDAQ:IEF – Free Report) by 1,409.4% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 1,449 shares of the exchange traded fund’s stock after acquiring an additional 1,353 shares during the period. EverSource Wealth Advisors LLC’s holdings in iShares 7-10 Year Treasury Bond ETF were worth $134,000 as of its most recent SEC filing.

A number of other large investors have also made changes to their positions in IEF. Atlanta Consulting Group Advisors LLC purchased a new stake in shares of iShares 7-10 Year Treasury Bond ETF in the third quarter valued at $438,000. TrinityPoint Wealth LLC raised its position in iShares 7-10 Year Treasury Bond ETF by 2.1% during the third quarter. TrinityPoint Wealth LLC now owns 47,017 shares of the exchange traded fund’s stock valued at $4,613,000 after buying an additional 965 shares during the period. ETF Store Inc. lifted its stake in iShares 7-10 Year Treasury Bond ETF by 54.6% in the 3rd quarter. ETF Store Inc. now owns 21,608 shares of the exchange traded fund’s stock worth $2,120,000 after acquiring an additional 7,635 shares in the last quarter. J. W. Coons Advisors LLC boosted its position in iShares 7-10 Year Treasury Bond ETF by 1.0% during the 3rd quarter. J. W. Coons Advisors LLC now owns 13,239 shares of the exchange traded fund’s stock worth $1,299,000 after acquiring an additional 135 shares during the period. Finally, Drive Wealth Management LLC boosted its position in iShares 7-10 Year Treasury Bond ETF by 3.0% during the 3rd quarter. Drive Wealth Management LLC now owns 4,924 shares of the exchange traded fund’s stock worth $483,000 after acquiring an additional 144 shares during the period. Institutional investors and hedge funds own 81.48% of the company’s stock.

iShares 7-10 Year Treasury Bond ETF Price Performance

Shares of IEF opened at $94.56 on Tuesday. The business’s 50-day moving average is $93.33 and its 200-day moving average is $94.60. The company has a market capitalization of $32.58 billion, a price-to-earnings ratio of -22.34 and a beta of 0.05. iShares 7-10 Year Treasury Bond ETF has a fifty-two week low of $91.02 and a fifty-two week high of $99.18.

iShares 7-10 Year Treasury Bond ETF Cuts Dividend

The business also recently disclosed a dividend, which was paid on Thursday, March 6th. Shareholders of record on Monday, March 3rd were paid a $0.2754 dividend. The ex-dividend date was Monday, March 3rd.

About iShares 7-10 Year Treasury Bond ETF

(Free Report)

iShares 7-10 Year Treasury Bond ETF (the Fund) is an is an exchange-traded fund. The Fund seeks to track the investment results of an index composed of the United States Treasury bonds with remaining maturities between seven and ten years. The Fund seeks to track the investment results of the Barclays U.S.