Bedell Frazier Investment Counselling’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Bedell Frazier Investment Counselling’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 Q3	–	Sell	-5,417	Closed	-$519K	–	134
2025 Q2	$519K	Buy	+5,417	New	+$512K	0.13%	77
2023 Q4	–	Sell	-11,803	Closed	-$1.08M	–	94
2023 Q3	$1.08M	Sell	11,803 -11,637	-50%	-$1.1M	0.32%	53
2023 Q2	$2.26M	Sell	23,440 -1,653	-7%	-$162K	0.66%	36
2023 Q1	$2.49M	Sell	25,093 -14,704	-37%	-$1.44M	0.73%	32
2022 Q4	$3.81M	Sell	39,797 -35,790	-47%	-$3.44M	1%	30
2022 Q3	$7.26M	Buy	75,587 +11,154	+17%	+$1.13M	2.04%	18
2022 Q2	$6.59M	Buy	64,433 +445	+0.7%	+$45.7K	2.02%	19
2022 Q1	$6.88M	Buy	+63,988	New	+$7.1M	1.74%	24

Other funds holding IEF

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

Bedell Frazier Investment Counselling's IEF Position: Q3 2025 in Review

Bedell Frazier Investment Counselling sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q3 2025, closing a stake of 5,417 shares — an estimated $519K sold.

Bedell Frazier Investment Counselling first reported a position in IEF in Q1 2022 and held it in 8 quarters. The position peaked at $7.26M in Q3 2022. 1,001 funds tracked by Wall St. Rank hold IEF as of Q3 2025.

Bedell Frazier Investment Counselling reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q3 2025 after selling out during the quarter.
Bedell Frazier Investment Counselling sold 5,417 iShares 7-10 Year Treasury Bond ETF shares in Q3 2025, an estimated $519K.
Bedell Frazier Investment Counselling first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2022 and held it in 8 quarters.
Bedell Frazier Investment Counselling's iShares 7-10 Year Treasury Bond ETF position peaked at $7.26M in Q3 2022.
1,001 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2025.

Based on Bedell Frazier Investment Counselling's 13F filing for Q3 2025, filed 12 Nov 2025.