Concorde Asset Management’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Concorde Asset Management’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 Q1	$725K	Buy	+7,662	New	+$717K	0.39%	35
2021 Q1	–	Sell	-3,732	Closed	-$447K	–	221
2020 Q4	$447K	Sell	3,732 -2,062	-36%	-$248K	0.25%	81
2020 Q3	$706K	Sell	5,794 -4,117	-42%	-$502K	0.4%	78
2020 Q2	$1.21M	Buy	9,911 +7,697	+348%	+$935K	1.01%	25
2020 Q1	$269K	Sell	2,214 -1,132	-34%	-$130K	0.28%	73
2019 Q4	$369K	Sell	3,346 -2,798	-46%	-$312K	0.26%	92
2019 Q3	$700K	Sell	6,144 -10,007	-62%	-$1.12M	0.54%	53
2019 Q2	$1.78M	Buy	16,151 +4,204	+35%	+$451K	1.04%	15
2019 Q1	$1.27M	Buy	11,947 +1,258	+12%	+$132K	0.82%	31
2018 Q4	$1.12M	Buy	+10,689	New	+$1.08M	0.95%	26
2018 Q3	–	Sell	-4,772	Closed	-$490K	–	148
2018 Q2	$490K	Buy	4,772 +988	+26%	+$101K	0.56%	62
2018 Q1	$389K	Sell	3,784 -9,418	-71%	-$970K	0.48%	63
2017 Q4	$1.39M	Sell	13,202 -513	-4%	-$54.4K	1.76%	13
2017 Q3	$1.46M	Buy	13,715 +6,183	+82%	+$663K	1.27%	16
2017 Q2	$803K	Buy	7,532 +2,391	+47%	+$255K	1.08%	21
2017 Q1	$543K	Buy	5,141 +607	+13%	+$63.8K	0.9%	31
2016 Q4	$475K	Sell	4,534 -217	-5%	-$23.3K	0.85%	42
2016 Q3	$531K	Sell	4,751 -1,330	-22%	-$149K	0.67%	51
2016 Q2	$693K	Buy	6,081 +2,003	+49%	+$222K	0.69%	30
2016 Q1	$449K	Sell	4,078 -18,032	-82%	-$1.97M	0.52%	48
2015 Q4	$2.34M	Sell	22,110 -9,693	-30%	-$1.03M	2.6%	7
2015 Q3	$3.43M	Buy	31,803 +27,001	+562%	+$2.87M	5.81%	1
2015 Q2	$504K	Sell	4,802 -43	-0.9%	-$4.58K	0.64%	40
2015 Q1	$525K	Sell	4,845 -15,536	-76%	-$1.68M	0.6%	37
2014 Q4	$2.16M	Buy	+20,381	New	+$2.15M	2.71%	11

Other funds holding IEF

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Concorde Asset Management's IEF Position: Q1 2025 in Review

Concorde Asset Management opened a new position in iShares 7-10 Year Treasury Bond ETF (IEF) in Q1 2025: 7,662 shares worth $725K. The stake represents 0.39% of the portfolio and ranks #35 among its holdings. This is a return to the name: Concorde Asset Management previously reported a position in IEF as recently as Q4 2020.

Concorde Asset Management first reported a position in IEF in Q4 2014 and has held it in 25 quarters since. The position peaked at $3.43M in Q3 2015. 983 funds tracked by Wall St. Rank hold IEF as of Q1 2025.

Concorde Asset Management held 7,662 shares of iShares 7-10 Year Treasury Bond ETF worth $725K as of Q1 2025.
iShares 7-10 Year Treasury Bond ETF was a new Concorde Asset Management position in Q1 2025.
iShares 7-10 Year Treasury Bond ETF made up 0.39% of Concorde Asset Management's portfolio in Q1 2025, its #35 holding.
Concorde Asset Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2014 and has held it in 25 quarters since.
Concorde Asset Management's iShares 7-10 Year Treasury Bond ETF position peaked at $3.43M in Q3 2015.
983 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2025.

Based on Concorde Asset Management's 13F filing for Q1 2025, filed 15 May 2025.