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Ballentine Partners’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Ballentine Partners’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
-7,128
Closed -$659K – 952
2024
Q4 		$659K Buy
+7,128
New +$673K 0.01% 365
2024
Q3 		– Sell
-10,852
Closed -$1.02M – 863
2024
Q2 		$1.02M Buy
+10,852
New +$1.01M 0.02% 258
2017
Q3 		– Sell
-11
Closed -$1K – 449
2017
Q2 		$1K Buy
+11
New +$1.18K ﹤0.01% 429

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

Ballentine Partners's IEF Position: Q1 2025 in Review

Ballentine Partners sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q1 2025, closing a stake of 7,128 shares — an estimated $659K sold.

Ballentine Partners first reported a position in IEF in Q2 2017 and held it in 3 quarters. The position peaked at $1.02M in Q2 2024. 983 funds tracked by Wall St. Rank hold IEF as of Q1 2025.

  • Ballentine Partners reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Ballentine Partners sold 7,128 iShares 7-10 Year Treasury Bond ETF shares in Q1 2025, an estimated $659K.
  • Ballentine Partners first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2017 and held it in 3 quarters.
  • Ballentine Partners's iShares 7-10 Year Treasury Bond ETF position peaked at $1.02M in Q2 2024.
  • 983 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2025.

Based on Ballentine Partners's 13F filing for Q1 2025, filed 1 May 2025.