IEF — ISHARES TR

Ownership history in NEPC LLC  ·  1 quarter on record

This page tracks every 13F SEC filing in which NEPC LLC reported a position in ISHARES TR (IEF). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.3% (2025 Q3)
Avg. % of fund
0.3%
First filed
2025 Q3
Last filed
2025 Q3
Quarters held
1
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 INITIATED 116,950 — — 0.30% $11.3M $94.69
% of Fund (quarterly)    IEF price (monthly, adj. close)

Other funds also holding IEF

As of 2025 Q4 — sorted by position size

PEAVINE CAPITAL, LLC 3Y 7Y 36.7% Avalon Advisory Group 3Y 34.84% WEALTHCARE CAPITAL MANAGEMENT LLC 3Y 7Y 18.56% Juniper Hill Capital Management LP 3Y 17.09% Raub Brock Capital Management LP 3Y 7Y 16.83% CARRONADE CAPITAL MANAGEMENT, LP 3Y 15.12% LifeGuide Financial Advisors, LLC 3Y 13.99% Beacon Wealthcare LLC 3Y 13.39% WLTH Capital Management, LLC 12.47% Ironwood Wealth Management, LLC. 3Y 7Y 12.18%
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