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

Chemistry 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 Q2	–	Sell	-2,280	Closed	-$217K	–	200
2025 Q1	$217K	Sell	2,280 -2,253	-50%	-$211K	0.05%	172
2024 Q4	$419K	Sell	4,533 -871	-16%	-$82.3K	0.1%	113
2024 Q3	$530K	Sell	5,404 -22	-0.4%	-$2.13K	0.13%	98
2024 Q2	$508K	Sell	5,426 -96	-2%	-$8.92K	0.13%	97
2024 Q1	$523K	Sell	5,522 -132	-2%	-$12.5K	0.14%	93
2023 Q4	$545K	Buy	5,654 +680	+14%	+$62.9K	0.16%	86
2023 Q3	$456K	Hold	4,974	–	–	0.15%	89
2023 Q2	$480K	Sell	4,974 -269	-5%	-$26.4K	0.16%	89
2023 Q1	$520K	Sell	5,243 -825	-14%	-$80.6K	0.18%	86
2022 Q4	$581K	Sell	6,068 -223	-4%	-$21.4K	0.23%	73
2022 Q3	$604K	Sell	6,291 -805	-11%	-$81.7K	0.24%	74
2022 Q2	$726K	Sell	7,096 -841	-11%	-$86.3K	0.28%	65
2022 Q1	$853K	Buy	+7,937	New	+$881K	0.29%	56

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

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

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

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

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

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Chemistry Wealth Management's IEF Position: Q2 2025 in Review

Chemistry Wealth Management sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q2 2025, closing a stake of 2,280 shares — an estimated $217K sold.

Chemistry Wealth Management first reported a position in IEF in Q1 2022 and held it in 13 quarters. The position peaked at $853K in Q1 2022. 1,012 funds tracked by Wall St. Rank hold IEF as of Q2 2025.

Chemistry Wealth Management reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q2 2025 after selling out during the quarter.
Chemistry Wealth Management sold 2,280 iShares 7-10 Year Treasury Bond ETF shares in Q2 2025, an estimated $217K.
Chemistry Wealth Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2022 and held it in 13 quarters.
Chemistry Wealth Management's iShares 7-10 Year Treasury Bond ETF position peaked at $853K in Q1 2022.
1,012 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2025.

Based on Chemistry Wealth Management's 13F filing for Q2 2025, filed 8 Jul 2025.