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

Family Management’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
Q1 		– Sell
-9,653
Closed -$892K – 228
2024
Q4 		$892K Sell
9,653
-6,023
-38% -$569K 0.14% 93
2024
Q3 		$1.54M Buy
+15,676
New +$1.52M 0.25% 71
2019
Q4 		– Sell
-477
Closed -$54K – 195
2019
Q3 		$54K Buy
+477
New +$53.2K 0.02% 162

Other funds holding IEF

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Family Management's IEF Position: Q1 2025 in Review

Family Management sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q1 2025, closing a stake of 9,653 shares — an estimated $892K sold.

Family Management first reported a position in IEF in Q3 2019 and held it in 3 quarters. The position peaked at $1.54M in Q3 2024. 983 funds tracked by Wall St. Rank hold IEF as of Q1 2025.

  • Family Management reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Family Management sold 9,653 iShares 7-10 Year Treasury Bond ETF shares in Q1 2025, an estimated $892K.
  • Family Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2019 and held it in 3 quarters.
  • Family Management's iShares 7-10 Year Treasury Bond ETF position peaked at $1.54M in Q3 2024.
  • 983 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2025.

Based on Family Management's 13F filing for Q1 2025, filed 15 May 2025.