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Access Financial Services’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Access Financial Services’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
Q3 		– Sell
-8,548
Closed -$819K – 105
2025
Q2 		$819K Buy
8,548
+2,985
+54% +$282K 0.31% 57
2025
Q1 		$531K Sell
5,563
-1,948
-26% -$182K 0.21% 68
2024
Q4 		$694K Sell
7,511
-17,012
-69% -$1.61M 0.31% 66
2024
Q3 		$2.41M Buy
24,523
+7,006
+40% +$677K 1.1% 18
2024
Q2 		$1.64M Sell
17,517
-1,362
-7% -$127K 0.75% 28
2024
Q1 		$1.79M Sell
18,879
-4,859
-20% -$460K 0.8% 23
2023
Q4 		$2.29M Buy
23,738
+18,128
+323% +$1.68M 1.18% 13
2023
Q3 		$514K Hold
5,610
– – 0.31% 70
2023
Q2 		$542K Sell
5,610
-2,921
-34% -$287K 0.32% 69
2023
Q1 		$846K Sell
8,531
-1,171
-12% -$114K 0.51% 58
2022
Q4 		$929K Buy
9,702
+6,319
+187% +$607K 0.57% 55
2022
Q3 		$325K Buy
3,383
+565
+20% +$57.3K 0.21% 80
2022
Q2 		$288K Buy
+2,818
New +$289K 0.16% 95

Other funds holding IEF

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 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

Access Financial Services's IEF Position: Q3 2025 in Review

Access Financial Services sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q3 2025, closing a stake of 8,548 shares — an estimated $819K sold.

Access Financial Services first reported a position in IEF in Q2 2022 and held it in 13 quarters. The position peaked at $2.41M in Q3 2024. 1,001 funds tracked by Wall St. Rank hold IEF as of Q3 2025.

  • Access Financial Services reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Access Financial Services sold 8,548 iShares 7-10 Year Treasury Bond ETF shares in Q3 2025, an estimated $819K.
  • Access Financial Services first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2022 and held it in 13 quarters.
  • Access Financial Services's iShares 7-10 Year Treasury Bond ETF position peaked at $2.41M in Q3 2024.
  • 1,001 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2025.

Based on Access Financial Services's 13F filing for Q3 2025, filed 20 Oct 2025.