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

Clarity Capital 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
Q2 		– Sell
-2,657
Closed -$253K – 121
2025
Q1 		$253K Sell
2,657
-1,269
-32% -$119K 0.1% 95
2024
Q4 		$363K Buy
3,926
+459
+13% +$43.4K 0.19% 81
2024
Q3 		$340K Buy
3,467
+585
+20% +$56.6K 0.2% 85
2024
Q2 		$270K Buy
+2,882
New +$268K 0.17% 94

Other funds holding IEF

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Clarity Capital Partners's IEF Position: Q2 2025 in Review

Clarity Capital Partners sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q2 2025, closing a stake of 2,657 shares — an estimated $253K sold.

Clarity Capital Partners first reported a position in IEF in Q2 2024 and held it in 4 quarters. The position peaked at $363K in Q4 2024. 1,013 funds tracked by Wall St. Rank hold IEF as of Q2 2025.

  • Clarity Capital Partners reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Clarity Capital Partners sold 2,657 iShares 7-10 Year Treasury Bond ETF shares in Q2 2025, an estimated $253K.
  • Clarity Capital Partners first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2024 and held it in 4 quarters.
  • Clarity Capital Partners's iShares 7-10 Year Treasury Bond ETF position peaked at $363K in Q4 2024.
  • 1,013 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2025.

Based on Clarity Capital Partners's 13F filing for Q2 2025, filed 21 Jul 2025.