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Concurrent Investment Advisors’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Concurrent Investment 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
2026
Q1 		$24.2M Buy
253,712
+30,453
+14% +$2.93M 0.26% 75
2025
Q4 		$21.5M Buy
223,259
+76,444
+52% +$7.4M 0.25% 82
2025
Q3 		$14.2M Sell
146,815
-3,888
-3% -$372K 0.24% 87
2025
Q2 		$14.4M Buy
150,703
+101,062
+204% +$9.56M 0.28% 81
2025
Q1 		$4.73M Buy
49,641
+34,280
+223% +$3.21M 0.12% 194
2024
Q4 		$1.42M Sell
15,361
-6,058
-28% -$572K 0.04% 408
2024
Q3 		$2.1M Buy
21,419
+7,221
+51% +$698K 0.06% 304
2024
Q2 		$1.33M Buy
14,198
+1,398
+11% +$130K 0.04% 369
2024
Q1 		$1.21M Buy
12,800
+2,242
+21% +$212K 0.05% 343
2023
Q4 		$1.02M Buy
+10,558
New +$976K 0.05% 335

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 $1.47T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return