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

Certus 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	$1.67M	Sell	17,308 -3,508	-17%	-$335K	1%	26
2025 Q2	$1.99M	Sell	20,816 -4,375	-17%	-$414K	1.28%	21
2025 Q1	$2.36M	Sell	25,191 -491	-2%	-$45.9K	1.6%	17
2024 Q4	$2.39M	Sell	25,682 -60	-0.2%	-$5.67K	1.6%	15
2024 Q3	$2.53M	Sell	25,742 -18	-0.1%	-$1.74K	1.76%	14
2024 Q2	$2.41M	Sell	25,760 -3,278	-11%	-$305K	1.83%	17
2024 Q1	$2.68M	Buy	29,038 +10,501	+57%	+$995K	2.14%	14
2023 Q4	$1.79M	Buy	18,537 +4,699	+34%	+$435K	1.52%	17
2023 Q3	$1.27M	Buy	13,838 +6,583	+91%	+$621K	1.21%	20
2023 Q2	$701K	Buy	+7,255	New	+$713K	0.7%	38

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 $1.56T 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 $424B AUM 22.94% 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

Certus Wealth Management's IEF Position: Q3 2025 in Review

Certus Wealth Management reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 17% in Q3 2025, selling an estimated $335K and leaving 17,308 shares worth $1.67M. The position accounts for 1% of the portfolio, ranked #26.

Certus Wealth Management first reported a position in IEF in Q2 2023 and has held it in 10 quarters since. The position peaked at $2.68M in Q1 2024. 1,001 funds tracked by Wall St. Rank hold IEF as of Q3 2025.

Certus Wealth Management held 17,308 shares of iShares 7-10 Year Treasury Bond ETF worth $1.67M as of Q3 2025.
Certus Wealth Management sold 3,508 iShares 7-10 Year Treasury Bond ETF shares in Q3 2025, an estimated $335K.
iShares 7-10 Year Treasury Bond ETF made up 1% of Certus Wealth Management's portfolio in Q3 2025, its #26 holding.
Certus Wealth Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2023 and has held it in 10 quarters since.
Certus Wealth Management's iShares 7-10 Year Treasury Bond ETF position peaked at $2.68M 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 Certus Wealth Management's 13F filing for Q3 2025, filed 7 Nov 2025.