Colton Groome Financial Advisors’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Colton Groome Financial Advisors’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	-3,010	Closed	-$289K	–	140
2025 Q1	$289K	Buy	+3,010	New	+$282K	0.11%	98
2022 Q4	–	Sell	-17,219	Closed	-$1.65M	–	126
2022 Q3	$1.65M	Sell	17,219 -3,880	-18%	-$394K	0.84%	31
2022 Q2	$2.16M	Sell	21,099 -26,844	-56%	-$2.75M	1.08%	24
2022 Q1	$5.15M	Buy	47,943 +23,519	+96%	+$2.61M	2.38%	16
2021 Q4	$2.81M	Buy	+24,424	New	+$2.81M	1.14%	26
2021 Q2	–	Sell	-55,261	Closed	-$6.24M	–	102
2021 Q1	$6.24M	Buy	55,261 +36,523	+195%	+$4.26M	3.49%	12
2020 Q4	$2.25M	Buy	+18,738	New	+$2.25M	1.45%	24
2020 Q3	–	Sell	-11,552	Closed	-$1.41M	–	57
2020 Q2	$1.41M	Sell	11,552 -2,177	-16%	-$265K	1.02%	22
2020 Q1	$1.67M	Sell	13,729 -13,312	-49%	-$1.53M	1.38%	12
2019 Q4	$2.98M	Buy	27,041 +629	+2%	+$70.1K	2.14%	14
2019 Q3	$2.92M	Buy	+26,412	New	+$2.95M	2.15%	17

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

Colton Groome Financial Advisors's IEF Position: Q2 2025 in Review

Colton Groome Financial Advisors sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q2 2025, closing a stake of 3,010 shares — an estimated $289K sold.

Colton Groome Financial Advisors first reported a position in IEF in Q3 2019 and held it in 11 quarters. The position peaked at $6.24M in Q1 2021. 1,012 funds tracked by Wall St. Rank hold IEF as of Q2 2025.

Colton Groome Financial Advisors reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q2 2025 after selling out during the quarter.
Colton Groome Financial Advisors sold 3,010 iShares 7-10 Year Treasury Bond ETF shares in Q2 2025, an estimated $289K.
Colton Groome Financial Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2019 and held it in 11 quarters.
Colton Groome Financial Advisors's iShares 7-10 Year Treasury Bond ETF position peaked at $6.24M in Q1 2021.
1,012 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2025.

Based on Colton Groome Financial Advisors's 13F filing for Q2 2025, filed 16 Jul 2025.