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Atria Wealth Solutions’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Atria Wealth Solutions’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 		$8.43M Sell
88,026
-29,052
-25% -$2.75M 0.19% 122
2025
Q1 		$11.2M Sell
117,078
-222,597
-66% -$20.8M 0.13% 164
2024
Q4 		$31.4M Sell
339,675
-306,689
-47% -$29M 0.34% 55
2024
Q3 		$63.4M Buy
646,364
+88,783
+16% +$8.58M 0.69% 19
2024
Q2 		$52.2M Buy
557,581
+13,457
+2% +$1.25M 0.58% 25
2024
Q1 		$51.5M Buy
544,124
+177,194
+48% +$16.8M 0.58% 23
2023
Q4 		$35.4M Buy
366,930
+35,957
+11% +$3.33M 0.44% 35
2023
Q3 		$30.3M Buy
330,973
+258,810
+359% +$24.4M 0.42% 41
2023
Q2 		$6.97M Sell
72,163
-63,665
-47% -$6.26M 0.1% 211
2023
Q1 		$13.5M Buy
135,828
+95,695
+238% +$9.35M 0.2% 113
2022
Q4 		$3.84M Sell
40,133
-2,524
-6% -$242K 0.06% 312
2022
Q3 		$4.09M Buy
42,657
+17,949
+73% +$1.82M 0.07% 269
2022
Q2 		$2.53M Sell
24,708
-10,472
-30% -$1.07M 0.05% 376
2022
Q1 		$3.78M Buy
+35,180
New +$3.9M 0.06% 310

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

Atria Wealth Solutions's IEF Position: Q2 2025 in Review

Atria Wealth Solutions reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 25% in Q2 2025, selling an estimated $2.75M and leaving 88,026 shares worth $8.43M. The position accounts for 0.19% of the portfolio, ranked #122.

Atria Wealth Solutions first reported a position in IEF in Q1 2022 and has held it in 14 quarters since. The position peaked at $63.4M in Q3 2024. 1,013 funds tracked by Wall St. Rank hold IEF as of Q2 2025.

  • Atria Wealth Solutions held 88,026 shares of iShares 7-10 Year Treasury Bond ETF worth $8.43M as of Q2 2025.
  • Atria Wealth Solutions sold 29,052 iShares 7-10 Year Treasury Bond ETF shares in Q2 2025, an estimated $2.75M.
  • iShares 7-10 Year Treasury Bond ETF made up 0.19% of Atria Wealth Solutions's portfolio in Q2 2025, its #122 holding.
  • Atria Wealth Solutions first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's iShares 7-10 Year Treasury Bond ETF position peaked at $63.4M in Q3 2024.
  • 1,013 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.