Empower Advisory Group
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Empower Advisory Group’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Empower Advisory Group’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
-2,196
Closed -$212K – 517
2025
Q3 		$212K Sell
2,196
-958
-30% -$91.6K ﹤0.01% 510
2025
Q2 		$302K Buy
3,154
+796
+34% +$75.3K ﹤0.01% 408
2025
Q1 		$225K Buy
2,358
+81
+4% +$7.58K ﹤0.01% 457
2024
Q4 		$211K Sell
2,277
-161
-7% -$15.2K ﹤0.01% 475
2024
Q3 		$239K Sell
2,438
-673
-22% -$65.1K ﹤0.01% 444
2024
Q2 		$291K Buy
3,111
+636
+26% +$59.1K ﹤0.01% 403
2024
Q1 		$234K Buy
2,475
+221
+10% +$20.9K ﹤0.01% 468
2023
Q4 		$217K Buy
+2,254
New +$208K ﹤0.01% 447

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Empower Advisory Group's IEF Position: Q4 2025 in Review

Empower Advisory Group sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q4 2025, closing a stake of 2,196 shares — an estimated $212K sold.

Empower Advisory Group first reported a position in IEF in Q4 2023 and held it in 8 quarters. The position peaked at $302K in Q2 2025. 1,090 funds tracked by Wall St. Rank hold IEF as of Q4 2025.

  • Empower Advisory Group reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Empower Advisory Group sold 2,196 iShares 7-10 Year Treasury Bond ETF shares in Q4 2025, an estimated $212K.
  • Empower Advisory Group first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2023 and held it in 8 quarters.
  • Empower Advisory Group's iShares 7-10 Year Treasury Bond ETF position peaked at $302K in Q2 2025.
  • 1,090 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q4 2025.

Based on Empower Advisory Group's 13F filing for Q4 2025, filed 12 Feb 2026.