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AGH Wealth Advisors’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

AGH Wealth Advisors’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
Q1 		– Sell
-16,794
Closed -$1.55M – 120
2024
Q4 		$1.55M Buy
+16,794
New +$1.59M 1.44% 17

Other funds holding IEF

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

AGH Wealth Advisors's IEF Position: Q1 2025 in Review

AGH Wealth Advisors sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q1 2025, closing a stake of 16,794 shares — an estimated $1.55M sold.

AGH Wealth Advisors first reported a position in IEF in Q4 2024 and held it in 1 quarter. The position peaked at $1.55M in Q4 2024. 983 funds tracked by Wall St. Rank hold IEF as of Q1 2025.

  • AGH Wealth Advisors reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q1 2025 after selling out during the quarter.
  • AGH Wealth Advisors sold 16,794 iShares 7-10 Year Treasury Bond ETF shares in Q1 2025, an estimated $1.55M.
  • AGH Wealth Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2024 and held it in 1 quarter.
  • AGH Wealth Advisors's iShares 7-10 Year Treasury Bond ETF position peaked at $1.55M in Q4 2024.
  • 983 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2025.

Based on AGH Wealth Advisors's 13F filing for Q1 2025, filed 11 Apr 2025.