Custos Family Office’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Custos Family Office’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	-75,230	Closed	-$7.17M	–	74
2025 Q1	$7.17M	Sell	75,230 -1,145	-1%	-$107K	2.54%	13
2024 Q4	$7.06M	Buy	76,375 +4,038	+6%	+$382K	2.47%	12
2024 Q3	$7.1M	Buy	72,337 +2,419	+3%	+$234K	2.57%	13
2024 Q2	$6.55M	Buy	69,918 +10,282	+17%	+$955K	2.61%	13
2024 Q1	$5.65M	Buy	59,636 +2,280	+4%	+$216K	2.91%	12
2023 Q4	$5.53M	Buy	+57,356	New	+$5.3M	2.87%	13

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

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

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

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

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

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Custos Family Office's IEF Position: Q2 2025 in Review

Custos Family Office sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q2 2025, closing a stake of 75,230 shares — an estimated $7.17M sold.

Custos Family Office first reported a position in IEF in Q4 2023 and held it in 6 quarters. The position peaked at $7.17M in Q1 2025. 1,013 funds tracked by Wall St. Rank hold IEF as of Q2 2025.

Custos Family Office reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q2 2025 after selling out during the quarter.
Custos Family Office sold 75,230 iShares 7-10 Year Treasury Bond ETF shares in Q2 2025, an estimated $7.17M.
Custos Family Office first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2023 and held it in 6 quarters.
Custos Family Office's iShares 7-10 Year Treasury Bond ETF position peaked at $7.17M in Q1 2025.
1,013 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2025.

Based on Custos Family Office's 13F filing for Q2 2025, filed 21 Jul 2025.