Advisor Resource Council’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Advisor Resource Council’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	-9,336	Closed	-$874K	–	362
2025 Q1	$874K	Buy	+9,336	New	+$873K	0.07%	272
2024 Q2	–	Sell	-2,618	Closed	-$252K	–	128
2024 Q1	$252K	Sell	2,618 -8,063	-75%	-$764K	0.11%	192
2023 Q4	$1.03M	Buy	+10,681	New	+$988K	0.12%	172
2022 Q1	–	Sell	-4,127	Closed	-$473K	–	351
2021 Q4	$473K	Buy	+4,127	New	+$474K	0.04%	341

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

Advisor Resource Council's IEF Position: Q2 2025 in Review

Advisor Resource Council sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q2 2025, closing a stake of 9,336 shares — an estimated $874K sold.

Advisor Resource Council first reported a position in IEF in Q4 2021 and held it in 4 quarters. The position peaked at $1.03M in Q4 2023. 1,012 funds tracked by Wall St. Rank hold IEF as of Q2 2025.

Advisor Resource Council reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q2 2025 after selling out during the quarter.
Advisor Resource Council sold 9,336 iShares 7-10 Year Treasury Bond ETF shares in Q2 2025, an estimated $874K.
Advisor Resource Council first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2021 and held it in 4 quarters.
Advisor Resource Council's iShares 7-10 Year Treasury Bond ETF position peaked at $1.03M in Q4 2023.
1,012 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2025.

Based on Advisor Resource Council's 13F filing for Q2 2025, filed 11 Aug 2025.