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Avantax Advisory Services’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Avantax Advisory Services’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 		$20.9M Buy
218,586
+62,961
+40% +$5.95M 0.12% 140
2025
Q1 		$14.8M Sell
155,625
-43,359
-22% -$4.06M 0.09% 170
2024
Q4 		$18.4M Buy
198,984
+15,646
+9% +$1.48M 0.12% 135
2024
Q3 		$18M Buy
183,338
+18,864
+11% +$1.82M 0.12% 133
2024
Q2 		$15.4M Buy
164,474
+20,414
+14% +$1.9M 0.11% 142
2024
Q1 		$13.6M Buy
144,060
+10,686
+8% +$1.01M 0.12% 129
2023
Q4 		$12.9M Buy
133,374
+19,200
+17% +$1.78M 0.13% 128
2023
Q3 		$10.5M Sell
114,174
-5,930
-5% -$559K 0.12% 137
2023
Q2 		$11.6M Buy
120,104
+30,788
+34% +$3.03M 0.13% 128
2023
Q1 		$8.85M Buy
89,316
+15,655
+21% +$1.53M 0.11% 148
2022
Q4 		$7.06M Buy
73,661
+51,383
+231% +$4.93M 0.09% 173
2022
Q3 		$2.14M Buy
22,278
+5,235
+31% +$531K 0.03% 359
2022
Q2 		$1.74M Buy
17,043
+826
+5% +$84.8K 0.03% 406
2022
Q1 		$1.74M Buy
16,217
+328
+2% +$36.4K 0.02% 410
2021
Q4 		$1.83M Buy
15,889
+1,182
+8% +$136K 0.03% 384
2021
Q3 		$1.7M Sell
14,707
-94
-0.6% -$11K 0.03% 374
2021
Q2 		$1.72M Buy
14,801
+6,469
+78% +$740K 0.03% 365
2021
Q1 		$942K Sell
8,332
-1,959
-19% -$228K 0.02% 443
2020
Q4 		$1.24M Sell
10,291
-23,493
-70% -$2.83M 0.03% 357
2020
Q3 		$4.11M Buy
33,784
+30,326
+877% +$3.7M 0.07% 231
2020
Q2 		$420K Sell
3,458
-237
-6% -$28.8K 0.01% 526
2020
Q1 		$448K Buy
3,695
+71
+2% +$8.17K 0.01% 460
2019
Q4 		$399K Buy
3,624
+997
+38% +$111K 0.01% 546
2019
Q3 		$294K Buy
+2,627
New +$293K 0.01% 434

Other funds holding IEF

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Avantax Advisory Services's IEF Position: Q2 2025 in Review

Avantax Advisory Services increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 40% in Q2 2025, buying an estimated $5.95M and bringing the position to 218,586 shares worth $20.9M. The position accounts for 0.12% of the portfolio, ranked #140.

Avantax Advisory Services first reported a position in IEF in Q3 2019 and has held it in 24 quarters since. 1,012 funds tracked by Wall St. Rank hold IEF as of Q2 2025.

  • Avantax Advisory Services held 218,586 shares of iShares 7-10 Year Treasury Bond ETF worth $20.9M as of Q2 2025.
  • Avantax Advisory Services bought 62,961 iShares 7-10 Year Treasury Bond ETF shares in Q2 2025, an estimated $5.95M.
  • iShares 7-10 Year Treasury Bond ETF made up 0.12% of Avantax Advisory Services's portfolio in Q2 2025, its #140 holding.
  • Avantax Advisory Services first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2019 and has held it in 24 quarters since.
  • 1,012 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.