Bellwether Advisors’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Bellwether Advisors’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	-854	Closed	-$81.8K	–	334
2025 Q2	$81.8K	Hold	854	–	–	0.01%	187
2025 Q1	$81.4K	Hold	854	–	–	0.02%	191
2024 Q4	$79K	Buy	+854	New	+$80.7K	0.01%	196
2023 Q2	–	Sell	-1,202	Closed	-$119K	–	255
2023 Q1	$119K	Sell	1,202 -230	-16%	-$22.5K	0.03%	150
2022 Q4	$137K	Sell	1,432 -1,991	-58%	-$191K	0.04%	141
2022 Q3	$328K	Hold	3,423	–	–	0.11%	89
2022 Q2	$350K	Sell	3,423 -195	-5%	-$20K	0.11%	95
2022 Q1	$388K	Hold	3,618	–	–	0.12%	117
2021 Q4	$416K	Sell	3,618 -42	-1%	-$4.83K	0.13%	100
2021 Q3	$421K	Hold	3,660	–	–	0.14%	119
2021 Q2	$422K	Sell	3,660 -74	-2%	-$8.47K	0.15%	99
2021 Q1	$421K	Hold	3,734	–	–	0.17%	85
2020 Q4	$447K	Buy	+3,734	New	+$449K	0.2%	73

Other funds holding IEF

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $369B AUM 28.27% 1-Year Est. Return

Bellwether Advisors's IEF Position: Q3 2025 in Review

Bellwether Advisors sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q3 2025, closing a stake of 854 shares — an estimated $81.8K sold.

Bellwether Advisors first reported a position in IEF in Q4 2020 and held it in 13 quarters. The position peaked at $447K in Q4 2020. 1,001 funds tracked by Wall St. Rank hold IEF as of Q3 2025.

Bellwether Advisors reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q3 2025 after selling out during the quarter.
Bellwether Advisors sold 854 iShares 7-10 Year Treasury Bond ETF shares in Q3 2025, an estimated $81.8K.
Bellwether Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2020 and held it in 13 quarters.
Bellwether Advisors's iShares 7-10 Year Treasury Bond ETF position peaked at $447K in Q4 2020.
1,001 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2025.

Based on Bellwether Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.