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Concord Wealth Partners’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Concord Wealth 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
-33
Closed -$3.15K – 885
2025
Q1 		$3.15K Buy
+33
New +$3.09K ﹤0.01% 641

Other funds holding IEF

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 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 $374B AUM 17.66% 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 $173B AUM 20.72% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Concord Wealth Partners's IEF Position: Q2 2025 in Review

Concord Wealth Partners sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q2 2025, closing a stake of 33 shares — an estimated $3.15K sold.

Concord Wealth Partners first reported a position in IEF in Q1 2025 and held it in 1 quarter. The position peaked at $3.15K in Q1 2025. 1,012 funds tracked by Wall St. Rank hold IEF as of Q2 2025.

  • Concord Wealth Partners reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Concord Wealth Partners sold 33 iShares 7-10 Year Treasury Bond ETF shares in Q2 2025, an estimated $3.15K.
  • Concord Wealth Partners first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2025 and held it in 1 quarter.
  • Concord Wealth Partners's iShares 7-10 Year Treasury Bond ETF position peaked at $3.15K in Q1 2025.
  • 1,012 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2025.

Based on Concord Wealth Partners's 13F filing for Q2 2025, filed 25 Jul 2025.