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Financial Advocates Investment Management’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Financial Advocates Investment 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
Q3 		$2.35M Sell
24,395
-23,639
-49% -$2.26M 1.32% 26
2025
Q2 		$4.7M Sell
48,034
-33,801
-41% -$3.2M 0.38% 52
2025
Q1 		$7.7M Buy
81,835
+68,744
+525% +$6.43M 0.54% 38
2024
Q4 		$1.21M Buy
13,091
+3,086
+31% +$292K 0.07% 257
2024
Q3 		$1.16M Sell
10,005
-3,622
-27% -$350K 0.07% 278
2024
Q2 		$1.32M Buy
13,627
+4,613
+51% +$429K 0.08% 232
2024
Q1 		$853K Sell
9,014
-67,386
-88% -$6.39M 0.05% 337
2023
Q4 		$3.66M Buy
76,400
+72,804
+2,025% +$6.73M 0.24% 101
2023
Q3 		$443K Buy
3,596
+725
+25% +$68.4K 0.03% 443
2023
Q2 		$231K Sell
2,871
-3,275
-53% -$322K 0.02% 602
2023
Q1 		$669K Buy
6,146
+194
+3% +$19K 0.05% 366
2022
Q4 		$570K Buy
5,952
+1,340
+29% +$129K 0.04% 419
2022
Q3 		$448K Sell
4,612
-5,825
-56% -$591K 0.04% 442
2022
Q2 		$1.07M Sell
10,437
-1,193
-10% -$122K 0.09% 253
2022
Q1 		$1.25M Buy
11,630
+3,977
+52% +$441K 0.08% 259
2021
Q4 		$803K Buy
7,653
+3,392
+80% +$390K 0.05% 377
2021
Q3 		$489K Buy
4,261
+1,009
+31% +$118K 0.03% 479
2021
Q2 		$363K Sell
3,252
-4,054
-55% -$464K 0.02% 558
2021
Q1 		$825K Buy
7,306
+617
+9% +$71.9K 0.06% 370
2020
Q4 		$801K Sell
6,689
-4,811
-42% -$579K 0.05% 346
2020
Q3 		$1.4M Sell
11,500
-21,328
-65% -$2.6M 0.12% 190
2020
Q2 		$3.5M Buy
32,828
+12,346
+60% +$1.5M 0.33% 74
2020
Q1 		$2.49M Sell
20,482
-2,207
-10% -$254K 0.36% 72
2019
Q4 		$2.5M Sell
22,689
-8,609
-28% -$960K 0.27% 98
2019
Q3 		$3.52M Buy
31,298
+11,512
+58% +$1.28M 0.4% 62
2019
Q2 		$2.18M Sell
19,786
-1,146
-5% -$123K 0.25% 108
2019
Q1 		$2.23M Buy
20,932
+14,335
+217% +$1.5M 0.28% 100
2018
Q4 		$687K Sell
6,597
-1,022
-13% -$104K 0.09% 207
2018
Q3 		$771K Sell
7,619
-2,737
-26% -$279K 0.09% 223
2018
Q2 		$1.06M Buy
10,356
+582
+6% +$59.3K 0.13% 164
2018
Q1 		$1.01M Buy
9,774
+2,784
+40% +$287K 0.13% 159
2017
Q4 		$738K Buy
+6,990
New +$741K 0.1% 207

Other funds holding IEF

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Financial Advocates Investment Management's IEF Position: Q3 2025 in Review

Financial Advocates Investment Management reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 49% in Q3 2025, selling an estimated $2.26M and leaving 24,395 shares worth $2.35M. The position accounts for 1.32% of the portfolio, ranked #26.

Financial Advocates Investment Management first reported a position in IEF in Q4 2017 and has held it in 32 quarters since. The position peaked at $7.7M in Q1 2025. 1,001 funds tracked by Wall St. Rank hold IEF as of Q3 2025.

  • Financial Advocates Investment Management held 24,395 shares of iShares 7-10 Year Treasury Bond ETF worth $2.35M as of Q3 2025.
  • Financial Advocates Investment Management sold 23,639 iShares 7-10 Year Treasury Bond ETF shares in Q3 2025, an estimated $2.26M.
  • iShares 7-10 Year Treasury Bond ETF made up 1.32% of Financial Advocates Investment Management's portfolio in Q3 2025, its #26 holding.
  • Financial Advocates Investment Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2017 and has held it in 32 quarters since.
  • Financial Advocates Investment Management's iShares 7-10 Year Treasury Bond ETF position peaked at $7.7M in Q1 2025.
  • 1,001 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.