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Sage Advisory Services, Ltd.Co.: IEF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Sage Advisory Services, Ltd.Co. on IEF, newest first. How the timeline and the estimate are built.

Sage Advisory Services, Ltd.Co. held 36,863 IEF shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 36,863 shares
    Change vs previous 13F -6,074 shares

    1.72% of the 13F portfolio, value $3,486,000.

    13F-HR 0001214659-26-008799 filed by Sage Advisory Services, Ltd.Co.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 42,937 shares
    Change vs previous 13F +2,354 shares

    2.24% of the 13F portfolio, value $4,098,000.

    13F-HR 0001214659-26-005700 filed by Sage Advisory Services, Ltd.Co.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 40,583 shares
    Change vs previous 13F -2,309 shares

    2.13% of the 13F portfolio, value $3,902,000.

    13F-HR 0001214659-26-000904 filed by Sage Advisory Services, Ltd.Co.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 42,892 shares
    Change vs previous 13F +574 shares

    2.17% of the 13F portfolio, value $4,137,000.

    13F-HR 0001214659-25-016009 filed by Sage Advisory Services, Ltd.Co.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 42,318 shares
    Change vs previous 13F +2,955 shares

    2.21% of the 13F portfolio, value $4,053,000.

    13F-HR 0001214659-25-011586 filed by Sage Advisory Services, Ltd.Co.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 39,363 shares
    Change vs previous 13F -4,401 shares

    2.21% of the 13F portfolio, value $3,754,000.

    13F-HR 0001214659-25-007006 filed by Sage Advisory Services, Ltd.Co.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 43,764 shares
    Change vs previous 13F +5,599 shares

    2.4% of the 13F portfolio, value $4,046,000.

    13F-HR 0001214659-25-001949 filed by Sage Advisory Services, Ltd.Co.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 38,165 shares
    Change vs previous 13F not available

    1% of the 13F portfolio, value $3,574,000.

    13F-HR 0001214659-24-018336 filed by Sage Advisory Services, Ltd.Co.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).