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

Alpha 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
-73,526
Closed -$6.8M – 43
2024
Q4 		$6.8M Buy
+73,526
New +$6.95M 7% 4

Other funds holding IEF

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Alpha Advisors's IEF Position: Q1 2025 in Review

Alpha Advisors sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q1 2025, closing a stake of 73,526 shares — an estimated $6.8M sold.

Alpha Advisors first reported a position in IEF in Q4 2024 and held it in 1 quarter. The position peaked at $6.8M in Q4 2024. 984 funds tracked by Wall St. Rank hold IEF as of Q1 2025.

  • Alpha Advisors reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Alpha Advisors sold 73,526 iShares 7-10 Year Treasury Bond ETF shares in Q1 2025, an estimated $6.8M.
  • Alpha Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2024 and held it in 1 quarter.
  • Alpha Advisors's iShares 7-10 Year Treasury Bond ETF position peaked at $6.8M in Q4 2024.
  • 984 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2025.

Based on Alpha Advisors's 13F filing for Q1 2025, filed 12 Nov 2025.