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

Canopy 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 Q3	–	Sell	-2,561	Closed	-$245K	–	240
2025 Q2	$245K	Sell	2,561 -176	-6%	-$16.6K	0.09%	178
2025 Q1	$261K	Sell	2,737 -5,858	-68%	-$548K	0.1%	160
2024 Q4	$795K	Sell	8,595 -4,726	-35%	-$447K	0.3%	75
2024 Q3	$1.31M	Buy	13,321 +750	+6%	+$72.5K	0.56%	32
2024 Q2	$1.18M	Sell	12,571 -1,865	-13%	-$173K	0.55%	33
2024 Q1	$1.37M	Sell	14,436 -1,019	-7%	-$96.6K	0.67%	30
2023 Q4	$1.49M	Buy	+15,455	New	+$1.43M	0.91%	24

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

Canopy Partners's IEF Position: Q3 2025 in Review

Canopy Partners sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q3 2025, closing a stake of 2,561 shares — an estimated $245K sold.

Canopy Partners first reported a position in IEF in Q4 2023 and held it in 7 quarters. The position peaked at $1.49M in Q4 2023. 1,000 funds tracked by Wall St. Rank hold IEF as of Q3 2025.

Canopy Partners reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q3 2025 after selling out during the quarter.
Canopy Partners sold 2,561 iShares 7-10 Year Treasury Bond ETF shares in Q3 2025, an estimated $245K.
Canopy Partners first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2023 and held it in 7 quarters.
Canopy Partners's iShares 7-10 Year Treasury Bond ETF position peaked at $1.49M in Q4 2023.
1,000 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2025.

Based on Canopy Partners's 13F filing for Q3 2025, filed 30 Oct 2025.