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

Avior 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
-772
Closed -$71.4K – 1489
2024
Q4 		$71.4K Sell
772
-396
-34% -$37.4K ﹤0.01% 1014
2024
Q3 		$115K Sell
1,168
-194
-14% -$18.8K ﹤0.01% 846
2024
Q2 		$128K Sell
1,362
-271
-17% -$25.2K 0.01% 792
2024
Q1 		$155K Sell
1,633
-57
-3% -$5.4K 0.01% 786
2023
Q4 		$163K Sell
1,690
-71
-4% -$6.57K 0.01% 547
2023
Q3 		$161K Hold
1,761
– – 0.01% 566
2023
Q2 		$170K Buy
1,761
+100
+6% +$9.83K 0.01% 557
2023
Q1 		$165K Sell
1,661
-8
-0.5% -$782 0.01% 559
2022
Q4 		$160K Sell
1,669
-1,089
-39% -$105K 0.01% 497
2022
Q3 		$264K Buy
2,758
+21
+0.8% +$2.13K 0.02% 406
2022
Q2 		$279K Sell
2,737
-144
-5% -$14.8K 0.03% 368
2022
Q1 		$309K Hold
2,881
– – 0.03% 376
2021
Q4 		$331K Sell
2,881
-227
-7% -$26.1K 0.03% 378
2021
Q3 		$358K Buy
3,108
+203
+7% +$23.7K 0.03% 360
2021
Q2 		$340K Sell
2,905
-373
-11% -$42.7K 0.03% 347
2021
Q1 		$370K Sell
3,278
-64
-2% -$7.46K 0.04% 339
2020
Q4 		$400K Sell
3,342
-270
-7% -$32.5K 0.05% 308
2020
Q3 		$440K Sell
3,612
-13,916
-79% -$1.7M 0.06% 262
2020
Q2 		$2.14M Sell
17,528
-19,154
-52% -$2.33M 0.33% 72
2020
Q1 		$4.46M Buy
36,682
+31,186
+567% +$3.59M 0.88% 27
2019
Q4 		$605K Buy
5,496
+241
+5% +$26.9K 0.1% 206
2019
Q3 		$591K Sell
5,255
-45
-0.8% -$5.02K 0.1% 185
2019
Q2 		$583K Sell
5,300
-3
-0.1% -$322 0.1% 184
2019
Q1 		$565K Sell
5,303
-110
-2% -$11.5K 0.12% 178
2018
Q4 		$564K Sell
5,413
-265
-5% -$26.8K 0.14% 158
2018
Q3 		$574K Hold
5,678
– – 0.12% 158
2018
Q2 		$582K Buy
5,678
+15
+0.3% +$1.53K 0.13% 150
2018
Q1 		$584K Sell
5,663
-204
-3% -$21K 0.14% 151
2017
Q4 		$619K Sell
5,867
-14
-0.2% -$1.49K 0.14% 144
2017
Q3 		$626K Buy
5,881
+57
+1% +$6.11K 0.21% 108
2017
Q2 		$621K Sell
5,824
-1,340
-19% -$143K 0.25% 92
2017
Q1 		$756K Sell
7,164
-936
-12% -$98.3K 0.25% 102
2016
Q4 		$849K Buy
8,100
+200
+3% +$21.5K 0.32% 98
2016
Q3 		$884K Sell
7,900
-45
-0.6% -$5.04K 0.35% 94
2016
Q2 		$897K Buy
7,945
+776
+11% +$85.8K 0.38% 93
2016
Q1 		$791K Buy
7,169
+3
+0% +$327 0.35% 93
2015
Q4 		$757K Buy
7,166
+433
+6% +$46.2K 0.41% 82
2015
Q3 		$726K Buy
6,733
+11
+0.2% +$1.17K 0.43% 80
2015
Q2 		$706K Sell
6,722
-8
-0.1% -$852 0.55% 41
2015
Q1 		$729K Sell
6,730
-314
-4% -$33.9K 0.56% 38
2014
Q4 		$747K Buy
7,044
+17
+0.2% +$1.79K 0.59% 37
2014
Q3 		$728K Sell
7,027
-160
-2% -$16.6K 0.62% 37
2014
Q2 		$744K Buy
7,187
+89
+1% +$9.14K 0.62% 38
2014
Q1 		$722K Buy
7,098
+1,466
+26% +$149K 0.6% 37
2013
Q4 		$559K Buy
+5,632
New +$571K 0.53% 40

Other funds holding IEF

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Avior Wealth Management sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q1 2025, closing a stake of 772 shares — an estimated $71.4K sold.

Avior Wealth Management first reported a position in IEF in Q4 2013 and held it in 45 quarters. The position peaked at $4.46M in Q1 2020. 983 funds tracked by Wall St. Rank hold IEF as of Q1 2025.

  • Avior Wealth Management reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 772 iShares 7-10 Year Treasury Bond ETF shares in Q1 2025, an estimated $71.4K.
  • Avior Wealth Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2013 and held it in 45 quarters.
  • Avior Wealth Management's iShares 7-10 Year Treasury Bond ETF position peaked at $4.46M in Q1 2020.
  • 983 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.