CI Investments Inc’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

CI Investments Inc’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	-454,348	Closed	-$43.5M	–	1302
2025 Q2	$43.5M	Buy	+454,348	New	+$43M	0.16%	115
2022 Q4	–	Sell	-1,141,800	Closed	-$110M	–	1271
2022 Q3	$110M	Sell	1,141,800 -5,651	-0.5%	-$573K	0.57%	44
2022 Q2	$117M	Sell	1,147,451 -282,048	-20%	-$28.9M	0.55%	44
2022 Q1	$154M	Buy	+1,429,499	New	+$159M	0.57%	42
2019 Q1	–	Sell	-159,823	Closed	-$16.7M	–	347
2018 Q4	$16.7M	Sell	159,823 -54,167	-25%	-$5.49M	0.11%	164
2018 Q3	$21.6M	Buy	213,990 +190,000	+792%	+$19.4M	0.16%	140
2018 Q2	$2.46M	Buy	23,990 +310	+1%	+$31.6K	0.02%	225
2018 Q1	$2.44M	Hold	23,680	–	–	0.03%	160
2017 Q4	$2.5M	Hold	23,680	–	–	0.03%	154
2017 Q3	$2.52M	Hold	23,680	–	–	0.02%	162
2017 Q2	$2.52M	Sell	23,680 -81,320	-77%	-$8.69M	0.03%	148
2017 Q1	$11.1M	Sell	105,000 -53,573	-34%	-$5.63M	0.13%	110
2016 Q4	$16.6M	Buy	158,573 +103,360	+187%	+$11.1M	0.18%	106
2016 Q3	$6.18M	Buy	+55,213	New	+$6.19M	0.07%	140

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

CI Investments Inc's IEF Position: Q3 2025 in Review

CI Investments Inc sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q3 2025, closing a stake of 454,348 shares — an estimated $43.5M sold.

CI Investments Inc first reported a position in IEF in Q3 2016 and held it in 14 quarters. The position peaked at $154M in Q1 2022. 1,000 funds tracked by Wall St. Rank hold IEF as of Q3 2025.

CI Investments Inc reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q3 2025 after selling out during the quarter.
CI Investments Inc sold 454,348 iShares 7-10 Year Treasury Bond ETF shares in Q3 2025, an estimated $43.5M.
CI Investments Inc first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2016 and held it in 14 quarters.
CI Investments Inc's iShares 7-10 Year Treasury Bond ETF position peaked at $154M in Q1 2022.
1,000 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2025.

Based on CI Investments Inc's 13F filing for Q3 2025, filed 12 Nov 2025.