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

Brass Tax 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 Q3	$212K	Sell	2,198 -76	-3%	-$7.27K	0.04%	232
2025 Q2	$218K	Sell	2,274 -53	-2%	-$5.01K	0.04%	217
2025 Q1	$222K	Sell	2,327 -50	-2%	-$4.68K	0.05%	199
2024 Q4	$220K	Sell	2,377 -103	-4%	-$9.73K	0.05%	190
2024 Q3	$243K	Sell	2,480 -245	-9%	-$23.7K	0.05%	172
2024 Q2	$255K	Sell	2,725 -216	-7%	-$20.1K	0.11%	111
2024 Q1	$278K	Buy	+2,941	New	+$279K	0.15%	85

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

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 $374B AUM 17.66% 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 $269B AUM 31.4% 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

Brass Tax Wealth Management's IEF Position: Q3 2025 in Review

Brass Tax Wealth Management reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 3.3% in Q3 2025, selling an estimated $7.27K and leaving 2,198 shares worth $212K. The position accounts for 0.04% of the portfolio, ranked #232.

Brass Tax Wealth Management first reported a position in IEF in Q1 2024 and has held it in 7 quarters since. The position peaked at $278K in Q1 2024. 1,001 funds tracked by Wall St. Rank hold IEF as of Q3 2025.

Brass Tax Wealth Management held 2,198 shares of iShares 7-10 Year Treasury Bond ETF worth $212K as of Q3 2025.
Brass Tax Wealth Management sold 76 iShares 7-10 Year Treasury Bond ETF shares in Q3 2025, an estimated $7.27K.
iShares 7-10 Year Treasury Bond ETF made up 0.04% of Brass Tax Wealth Management's portfolio in Q3 2025, its #232 holding.
Brass Tax Wealth Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2024 and has held it in 7 quarters since.
Brass Tax Wealth Management's iShares 7-10 Year Treasury Bond ETF position peaked at $278K in Q1 2024.
1,001 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2025.

Based on Brass Tax Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.