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
2024 Q1	–	Sell	-5,000	Closed	-$482K	–	2010
2023 Q4	$482K	Sell	5,000 -600	-11%	-$55.5K	0.01%	1236
2023 Q3	$513K	Buy	+5,600	New	+$528K	0.01%	1119
2023 Q2	–	Sell	-2,500	Closed	-$247K	–	1922
2023 Q1	$247K	Buy	+2,500	New	+$244K	﹤0.01%	1536

Other funds holding IEF

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 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. 1,012 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.
1,012 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.