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Deane Retirement Strategies’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Deane Retirement Strategies’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
-157,879
Closed -$15.1M – 68
2025
Q1 		$15.1M Buy
157,879
+56,277
+55% +$5.27M 7.17% 2
2024
Q4 		$9.39M Buy
+101,602
New +$9.6M 4.72% 7
2023
Q3 		– Sell
-75,036
Closed -$7.25M – 64
2023
Q2 		$7.25M Buy
+75,036
New +$7.38M 3.97% 8
2020
Q3 		– Sell
-163,636
Closed -$19.9M – 66
2020
Q2 		$19.9M Sell
163,636
-2,985
-2% -$363K 14.55% 2
2020
Q1 		$20.2M Buy
166,621
+96,070
+136% +$11.1M 14.99% 1
2019
Q4 		$7.78M Sell
70,551
-2,355
-3% -$263K 5.32% 3
2019
Q3 		$8.2M Buy
72,906
+2,811
+4% +$314K 5.85% 4
2019
Q2 		$7.71M Buy
70,095
+4,675
+7% +$501K 6.58% 3
2019
Q1 		$6.98M Sell
65,420
-1,124
-2% -$118K 6.09% 5
2018
Q4 		$6.93M Sell
66,544
-64,727
-49% -$6.56M 6.3% 5
2018
Q3 		$13.3M Buy
131,271
+131,264
+1,875,200% +$13.4M 12% 2
2018
Q2 		$1K Hold
7
– – ﹤0.01% 64
2018
Q1 		$1K Hold
7
– – ﹤0.01% 60
2017
Q4 		$1K Sell
7
-72,993
-100% -$7.74M ﹤0.01% 62
2017
Q3 		$7.78M Sell
73,000
-25,674
-26% -$2.75M 7.5% 4
2017
Q2 		$10.5M Buy
98,674
+56,491
+134% +$6.03M 8.43% 4
2017
Q1 		$4.45M Sell
42,183
-4,150
-9% -$436K 3.7% 6
2016
Q4 		$4.86M Buy
+46,333
New +$4.98M 4.34% 4
2016
Q3 		– Sell
-217,960
Closed -$24.6M – 48
2016
Q2 		$24.6M Buy
217,960
+34,457
+19% +$3.81M 22.54% 2
2016
Q1 		$20.2M Sell
183,503
-4,794
-3% -$523K 18.93% 2
2015
Q4 		$19.9M Buy
188,297
+1,760
+0.9% +$188K 20.17% 2
2015
Q3 		$20.1M Buy
186,537
+3,737
+2% +$397K 19.63% 2
2015
Q2 		$0 Sell
182,800
-733,771
-80% -$78.1M ﹤0.01% 49
2015
Q1 		$20.5M Buy
916,571
+768,548
+519% +$82.9M 19.69% 2
2014
Q4 		$15.7M Buy
+148,023
New +$15.6M 15.09% 2

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 $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Deane Retirement Strategies's IEF Position: Q2 2025 in Review

Deane Retirement Strategies sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q2 2025, closing a stake of 157,879 shares — an estimated $15.1M sold.

Deane Retirement Strategies first reported a position in IEF in Q4 2014 and held it in 25 quarters. The position peaked at $24.6M in Q2 2016. 1,012 funds tracked by Wall St. Rank hold IEF as of Q2 2025.

  • Deane Retirement Strategies reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Deane Retirement Strategies sold 157,879 iShares 7-10 Year Treasury Bond ETF shares in Q2 2025, an estimated $15.1M.
  • Deane Retirement Strategies first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2014 and held it in 25 quarters.
  • Deane Retirement Strategies's iShares 7-10 Year Treasury Bond ETF position peaked at $24.6M in Q2 2016.
  • 1,012 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2025.

Based on Deane Retirement Strategies's 13F filing for Q2 2025, filed 11 Jul 2025.