Crumly & Associates’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Crumly & Associates’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 Q4	–	Sell	-2,791	Closed	-$269K	–	211
2025 Q3	$269K	Buy	+2,791	New	+$267K	0.06%	160
2025 Q2	–	Sell	-3,733	Closed	-$356K	–	170
2025 Q1	$356K	Hold	3,733	–	–	0.1%	115
2024 Q4	$345K	Buy	3,733 +1,027	+38%	+$97K	0.09%	113
2024 Q3	$266K	Buy	+2,706	New	+$262K	0.07%	129

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Crumly & Associates's IEF Position: Q4 2025 in Review

Crumly & Associates sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q4 2025, closing a stake of 2,791 shares — an estimated $269K sold.

Crumly & Associates first reported a position in IEF in Q3 2024 and held it in 4 quarters. The position peaked at $356K in Q1 2025. 1,090 funds tracked by Wall St. Rank hold IEF as of Q4 2025.

Crumly & Associates reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q4 2025 after selling out during the quarter.
Crumly & Associates sold 2,791 iShares 7-10 Year Treasury Bond ETF shares in Q4 2025, an estimated $269K.
Crumly & Associates first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2024 and held it in 4 quarters.
Crumly & Associates's iShares 7-10 Year Treasury Bond ETF position peaked at $356K in Q1 2025.
1,090 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q4 2025.

Based on Crumly & Associates's 13F filing for Q4 2025, filed 14 Jan 2026.