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Ashford Capital Management’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Ashford Capital Management’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
-38,976
Closed -$3.6M – 103
2024
Q4 		$3.6M Sell
38,976
-41,880
-52% -$3.96M 0.43% 48
2024
Q3 		$7.93M Buy
80,856
+16,012
+25% +$1.55M 0.99% 35
2024
Q2 		$6.07M Sell
64,844
-47,329
-42% -$4.4M 0.82% 38
2024
Q1 		$10.6M Buy
112,173
+15,657
+16% +$1.48M 1.44% 27
2023
Q4 		$9.3M Buy
96,516
+8,594
+10% +$795K 1.25% 32
2023
Q3 		$8.05M Buy
87,922
+4,082
+5% +$385K 1.19% 31
2023
Q2 		$8.1M Buy
83,840
+13,545
+19% +$1.33M 1.13% 28
2023
Q1 		$6.97M Buy
70,295
+6,452
+10% +$631K 1.04% 30
2022
Q4 		$6.11M Buy
63,843
+51,104
+401% +$4.91M 0.95% 31
2022
Q3 		$1.22M Buy
+12,739
New +$1.29M 0.19% 63
2020
Q1 		– Sell
-48,455
Closed -$5.34M – 92
2019
Q4 		$5.34M Sell
48,455
-1,045
-2% -$117K 0.71% 37
2019
Q3 		$5.57M Sell
49,500
-1,979
-4% -$221K 0.8% 36
2019
Q2 		$5.66M Sell
51,479
-9,979
-16% -$1.07M 0.76% 37
2019
Q1 		$6.56M Sell
61,458
-10,095
-14% -$1.06M 0.96% 33
2018
Q4 		$7.46M Buy
71,553
+9,073
+15% +$919K 1.22% 32
2018
Q3 		$6.32M Buy
62,480
+7,241
+13% +$739K 0.76% 40
2018
Q2 		$5.66M Buy
+55,239
New +$5.63M 0.75% 37
2016
Q3 		– Sell
-5,291
Closed -$598K – 108
2016
Q2 		$598K Buy
+5,291
New +$585K 0.13% 75
2015
Q3 		– Sell
-2,036
Closed -$214K – 115
2015
Q2 		$214K Buy
+2,036
New +$217K 0.05% 117
2015
Q1 		– Sell
-4,027
Closed -$427K – 133
2014
Q4 		$427K Sell
4,027
-8,663
-68% -$914K 0.09% 109
2014
Q3 		$1.31M Buy
12,690
+3,240
+34% +$336K 0.28% 77
2014
Q2 		$979K Sell
9,450
-6,136
-39% -$630K 0.2% 88
2014
Q1 		$1.59M Buy
+15,586
New +$1.58M 0.31% 76

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

Ashford Capital Management's IEF Position: Q1 2025 in Review

Ashford Capital Management sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q1 2025, closing a stake of 38,976 shares — an estimated $3.6M sold.

Ashford Capital Management first reported a position in IEF in Q1 2014 and held it in 23 quarters. The position peaked at $10.6M in Q1 2024. 983 funds tracked by Wall St. Rank hold IEF as of Q1 2025.

  • Ashford Capital Management reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Ashford Capital Management sold 38,976 iShares 7-10 Year Treasury Bond ETF shares in Q1 2025, an estimated $3.6M.
  • Ashford Capital Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2014 and held it in 23 quarters.
  • Ashford Capital Management's iShares 7-10 Year Treasury Bond ETF position peaked at $10.6M in Q1 2024.
  • 983 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2025.

Based on Ashford Capital Management's 13F filing for Q1 2025, filed 15 May 2025.