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Concourse Financial Group Securities’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Concourse Financial Group Securities’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 		– Sell
-40,077
Closed -$3.71M – 990
2024
Q4 		$3.71M Buy
40,077
+11,241
+39% +$1.06M 0.21% 105
2024
Q3 		$2.83M Buy
28,836
+672
+2% +$65K 0.17% 134
2024
Q2 		$2.64M Buy
28,164
+8,954
+47% +$832K 0.17% 134
2024
Q1 		$1.82M Buy
19,210
+15,122
+370% +$1.43M 0.12% 182
2023
Q4 		$394K Sell
4,088
-19,092
-82% -$1.77M 0.03% 491
2023
Q3 		$2.12M Sell
23,180
-866
-4% -$81.7K 0.16% 133
2023
Q2 		$2.32M Sell
24,046
-12,845
-35% -$1.26M 0.18% 118
2023
Q1 		$3.66M Buy
36,891
+6,448
+21% +$630K 0.28% 81
2022
Q4 		$2.92M Sell
30,443
-9,610
-24% -$923K 0.24% 100
2022
Q3 		$3.85M Buy
40,053
+28,036
+233% +$2.84M 0.36% 68
2022
Q2 		$1.23M Sell
12,017
-1,612
-12% -$165K 0.1% 205
2022
Q1 		$1.47M Buy
13,629
+3,940
+41% +$437K 0.11% 190
2021
Q4 		$1.11M Sell
9,689
-801
-8% -$92.1K 0.06% 302
2021
Q3 		$1.21M Buy
10,490
+3,448
+49% +$403K 0.07% 267
2021
Q2 		$813K Buy
7,042
+2,118
+43% +$242K 0.05% 344
2021
Q1 		$556K Sell
4,924
-17,556
-78% -$2.05M 0.04% 406
2020
Q4 		$2.7M Sell
22,480
-1,625
-7% -$195K 0.2% 110
2020
Q3 		$2.94M Sell
24,105
-5,137
-18% -$627K 0.26% 86
2020
Q2 		$3.56M Buy
29,242
+14,500
+98% +$1.76M 0.35% 62
2020
Q1 		$1.79M Buy
14,742
+9,383
+175% +$1.08M 0.2% 110
2019
Q4 		$591K Buy
5,359
+3,540
+195% +$395K 0.06% 245
2019
Q3 		$205K Sell
1,819
-7,856
-81% -$876K 0.05% 288
2019
Q2 		$1.06M Buy
9,675
+1,759
+22% +$189K 0.11% 153
2019
Q1 		$843K Sell
7,916
-13,452
-63% -$1.41M 0.09% 189
2018
Q4 		$2.23M Sell
21,368
-8,352
-28% -$846K 0.27% 75
2018
Q3 		$3.01M Buy
+29,720
New +$3.03M 0.85% 29

Other funds holding IEF

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Concourse Financial Group Securities's IEF Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q1 2025, closing a stake of 40,077 shares — an estimated $3.71M sold.

Concourse Financial Group Securities first reported a position in IEF in Q3 2018 and held it in 26 quarters. The position peaked at $3.85M in Q3 2022. 983 funds tracked by Wall St. Rank hold IEF as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 40,077 iShares 7-10 Year Treasury Bond ETF shares in Q1 2025, an estimated $3.71M.
  • Concourse Financial Group Securities first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2018 and held it in 26 quarters.
  • Concourse Financial Group Securities's iShares 7-10 Year Treasury Bond ETF position peaked at $3.85M in Q3 2022.
  • 983 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.