Bowman & Company’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Bowman & Company’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 Q4	$559K	Sell	5,817 -1,289	-18%	-$125K	0.24%	81
2025 Q3	$685K	Sell	7,106 -646	-8%	-$61.8K	0.29%	72
2025 Q2	$743K	Sell	7,752 -80	-1%	-$7.56K	0.33%	69
2025 Q1	$747K	Sell	7,832 -912	-10%	-$85.3K	0.37%	68
2024 Q4	$808K	Sell	8,744 -383	-4%	-$36.2K	0.42%	67
2024 Q3	$896K	Sell	9,127 -332	-4%	-$32.1K	0.47%	65
2024 Q2	$886K	Sell	9,459 -433	-4%	-$40.2K	0.51%	60
2024 Q1	$936K	Sell	9,892 -3,970	-29%	-$376K	0.57%	57
2023 Q4	$1.34M	Sell	13,862 -605	-4%	-$56K	0.93%	28
2023 Q3	$1.32M	Buy	14,467 +884	+7%	+$83.4K	1.05%	25
2023 Q2	$1.31M	Buy	+13,583	New	+$1.34M	0.99%	25

Other funds holding IEF

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Bowman & Company's IEF Position: Q4 2025 in Review

Bowman & Company reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 18% in Q4 2025, selling an estimated $125K and leaving 5,817 shares worth $559K. The position accounts for 0.24% of the portfolio, ranked #81.

Bowman & Company first reported a position in IEF in Q2 2023 and has held it in 11 quarters since. The position peaked at $1.34M in Q4 2023. 1,090 funds tracked by Wall St. Rank hold IEF as of Q4 2025.

Bowman & Company held 5,817 shares of iShares 7-10 Year Treasury Bond ETF worth $559K as of Q4 2025.
Bowman & Company sold 1,289 iShares 7-10 Year Treasury Bond ETF shares in Q4 2025, an estimated $125K.
iShares 7-10 Year Treasury Bond ETF made up 0.24% of Bowman & Company's portfolio in Q4 2025, its #81 holding.
Bowman & Company first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2023 and has held it in 11 quarters since.
Bowman & Company's iShares 7-10 Year Treasury Bond ETF position peaked at $1.34M in Q4 2023.
1,090 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q4 2025.

Based on Bowman & Company's 13F filing for Q4 2025, filed 23 Jan 2026.