49 Wealth Management’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

49 Wealth Management’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
2025 Q2	–	Sell	-13,631	Closed	-$1.3M	–	182
2025 Q1	$1.3M	Sell	13,631 -1,212	-8%	-$113K	0.16%	54
2024 Q4	$1.37M	Sell	14,843 -5,351	-26%	-$506K	0.2%	42
2024 Q3	$1.98M	Sell	20,194 -9,826	-33%	-$950K	0.32%	35
2024 Q2	$2.78M	Sell	30,020 -119,210	-80%	-$11.1M	0.55%	39
2024 Q1	$14M	Buy	149,230 +12,566	+9%	+$1.19M	2.99%	14
2023 Q4	$13.2M	Buy	+136,664	New	+$12.6M	3.39%	12

Other funds holding IEF

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

49 Wealth Management's IEF Position: Q2 2025 in Review

49 Wealth Management sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q2 2025, closing a stake of 13,631 shares — an estimated $1.3M sold.

49 Wealth Management first reported a position in IEF in Q4 2023 and held it in 6 quarters. The position peaked at $14M in Q1 2024. 1,012 funds tracked by Wall St. Rank hold IEF as of Q2 2025.

49 Wealth Management reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q2 2025 after selling out during the quarter.
49 Wealth Management sold 13,631 iShares 7-10 Year Treasury Bond ETF shares in Q2 2025, an estimated $1.3M.
49 Wealth Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2023 and held it in 6 quarters.
49 Wealth Management's iShares 7-10 Year Treasury Bond ETF position peaked at $14M in Q1 2024.
1,012 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2025.

Based on 49 Wealth Management's 13F filing for Q2 2025, filed 7 Aug 2025.