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Atticus Wealth Management’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Atticus Wealth 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
-94
Closed -$8.69K – 529
2024
Q4 		$8.69K Buy
94
+1
+1% +$94 ﹤0.01% 404
2024
Q3 		$9.11K Sell
93
-2
-2% -$193 ﹤0.01% 399
2024
Q2 		$8.9K Buy
95
+1
+1% +$93 ﹤0.01% 396
2024
Q1 		$8.92K Hold
94
– – ﹤0.01% 407
2023
Q4 		$9.06K Sell
94
-63
-40% -$5.83K ﹤0.01% 416
2023
Q3 		$14.4K Sell
157
-136
-46% -$12.8K 0.01% 365
2023
Q2 		$28.3K Sell
293
-3,415
-92% -$336K 0.01% 310
2023
Q1 		$368K Buy
+3,708
New +$362K 0.14% 88

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

Atticus Wealth Management's IEF Position: Q1 2025 in Review

Atticus Wealth Management sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q1 2025, closing a stake of 94 shares — an estimated $8.69K sold.

Atticus Wealth Management first reported a position in IEF in Q1 2023 and held it in 8 quarters. The position peaked at $368K in Q1 2023. 983 funds tracked by Wall St. Rank hold IEF as of Q1 2025.

  • Atticus Wealth Management reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Atticus Wealth Management sold 94 iShares 7-10 Year Treasury Bond ETF shares in Q1 2025, an estimated $8.69K.
  • Atticus Wealth Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2023 and held it in 8 quarters.
  • Atticus Wealth Management's iShares 7-10 Year Treasury Bond ETF position peaked at $368K in Q1 2023.
  • 983 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2025.

Based on Atticus Wealth Management's 13F filing for Q1 2025, filed 22 Apr 2025.