AIP
IEF icon

Almanack Investment Partners’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Almanack Investment Partners’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
-28,459
Closed -$2.71M – 215
2025
Q1 		$2.71M Sell
28,459
-24,881
-47% -$2.33M 0.54% 26
2024
Q4 		$4.93M Sell
53,340
-2,331
-4% -$220K 0.76% 26
2024
Q3 		$5.46M Buy
55,671
+420
+0.8% +$40.6K 0.86% 28
2024
Q2 		$5.17M Sell
55,251
-627
-1% -$58.2K 0.87% 26
2024
Q1 		$5.29M Buy
55,878
+5,307
+10% +$503K 0.9% 26
2023
Q4 		$4.87M Sell
50,571
-17,340
-26% -$1.6M 0.9% 25
2023
Q3 		$6.22M Buy
67,911
+4,793
+8% +$452K 1.2% 16
2023
Q2 		$6.1M Buy
63,118
+3,072
+5% +$302K 1.07% 15
2023
Q1 		$5.95M Buy
60,046
+4,064
+7% +$397K 1.17% 16
2022
Q4 		$5.36M Buy
55,982
+45,958
+458% +$4.41M 1.14% 17
2022
Q3 		$962K Buy
10,024
+2,373
+31% +$241K 0.19% 53
2022
Q2 		$783K Sell
7,651
-56,605
-88% -$5.81M 0.08% 161
2022
Q1 		$6.91M Buy
64,256
+17,366
+37% +$1.93M 0.6% 32
2021
Q4 		$5.39M Buy
46,890
+30,072
+179% +$3.46M 0.44% 47
2021
Q3 		$1.94M Buy
16,818
+11,210
+200% +$1.31M 0.17% 96
2021
Q2 		$648K Buy
+5,608
New +$642K 0.06% 183
2021
Q1 		– Sell
-2,113
Closed -$253K – 451
2020
Q4 		$253K Sell
2,113
-168
-7% -$20.2K 0.03% 310
2020
Q3 		$272K Buy
2,281
+391
+21% +$47.7K 0.03% 311
2020
Q2 		$230K Sell
1,890
-369
-16% -$44.8K 0.04% 221
2020
Q1 		$274K Sell
2,259
-69
-3% -$7.94K 0.06% 190
2019
Q4 		$257K Sell
2,328
-8,206
-78% -$915K 0.05% 163
2019
Q3 		$1.19M Sell
10,534
-1,332
-11% -$149K 0.23% 61
2019
Q2 		$1.31M Buy
11,866
+87
+0.7% +$9.32K 0.3% 46
2019
Q1 		$1.26M Buy
+11,779
New +$1.23M 0.36% 37

Other funds holding IEF

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Almanack Investment Partners's IEF Position: Q2 2025 in Review

Almanack Investment Partners sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q2 2025, closing a stake of 28,459 shares — an estimated $2.71M sold.

Almanack Investment Partners first reported a position in IEF in Q1 2019 and held it in 24 quarters. The position peaked at $6.91M in Q1 2022. 1,013 funds tracked by Wall St. Rank hold IEF as of Q2 2025.

  • Almanack Investment Partners reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Almanack Investment Partners sold 28,459 iShares 7-10 Year Treasury Bond ETF shares in Q2 2025, an estimated $2.71M.
  • Almanack Investment Partners first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2019 and held it in 24 quarters.
  • Almanack Investment Partners's iShares 7-10 Year Treasury Bond ETF position peaked at $6.91M in Q1 2022.
  • 1,013 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2025.

Based on Almanack Investment Partners's 13F filing for Q2 2025, filed 25 Jul 2025.