Authentikos Wealth Advisory’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Authentikos Wealth Advisory’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	-6,079	Closed	-$562K	–	81
2024 Q4	$562K	Sell	6,079 -245	-4%	-$23.1K	0.56%	43
2024 Q3	$621K	Buy	+6,324	New	+$611K	0.6%	39
2024 Q2	–	Sell	-5,356	Closed	-$507K	–	52
2024 Q1	$507K	Sell	5,356 -7,591	-59%	-$719K	0.51%	40
2023 Q4	$1.25M	Sell	12,947 -548	-4%	-$50.7K	1.32%	20
2023 Q3	$1.24M	Sell	13,495 -1,152	-8%	-$109K	1.19%	22
2023 Q2	$1.41M	Buy	+14,647	New	+$1.44M	1.33%	20

Other funds holding IEF

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

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

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Authentikos Wealth Advisory's IEF Position: Q1 2025 in Review

Authentikos Wealth Advisory sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q1 2025, closing a stake of 6,079 shares — an estimated $562K sold.

Authentikos Wealth Advisory first reported a position in IEF in Q2 2023 and held it in 6 quarters. The position peaked at $1.41M in Q2 2023. 983 funds tracked by Wall St. Rank hold IEF as of Q1 2025.

Authentikos Wealth Advisory reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q1 2025 after selling out during the quarter.
Authentikos Wealth Advisory sold 6,079 iShares 7-10 Year Treasury Bond ETF shares in Q1 2025, an estimated $562K.
Authentikos Wealth Advisory first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2023 and held it in 6 quarters.
Authentikos Wealth Advisory's iShares 7-10 Year Treasury Bond ETF position peaked at $1.41M in Q2 2023.
983 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2025.

Based on Authentikos Wealth Advisory's 13F filing for Q1 2025, filed 17 Apr 2025.