Clare Market Investments’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Clare Market Investments’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	-12,250	Closed	-$1.17M	–	162
2025 Q2	$1.17M	Buy	+12,250	New	+$1.16M	0.26%	56
2024 Q3	–	Sell	-3,043	Closed	-$285K	–	160
2024 Q2	$285K	Sell	3,043 -6,066	-67%	-$564K	0.08%	113
2024 Q1	$862K	Buy	9,109 +5,908	+185%	+$560K	0.27%	52
2023 Q4	$309K	Buy	3,201 +101	+3%	+$9.34K	0.11%	110
2023 Q3	$284K	Buy	+3,100	New	+$292K	0.11%	99

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 22.96% 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 $202B AUM 37.79% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Clare Market Investments's IEF Position: Q3 2025 in Review

Clare Market Investments sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q3 2025, closing a stake of 12,250 shares — an estimated $1.17M sold.

Clare Market Investments first reported a position in IEF in Q3 2023 and held it in 5 quarters. The position peaked at $1.17M in Q2 2025. 1,001 funds tracked by Wall St. Rank hold IEF as of Q3 2025.

Clare Market Investments reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q3 2025 after selling out during the quarter.
Clare Market Investments sold 12,250 iShares 7-10 Year Treasury Bond ETF shares in Q3 2025, an estimated $1.17M.
Clare Market Investments first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2023 and held it in 5 quarters.
Clare Market Investments's iShares 7-10 Year Treasury Bond ETF position peaked at $1.17M in Q2 2025.
1,001 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2025.

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