Financial Counselors Inc’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Financial Counselors Inc’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	-24,655	Closed	-$2.35M	–	248
2025 Q1	$2.35M	Buy	24,655 +5,455	+28%	+$510K	0.04%	261
2024 Q4	$1.78M	Buy	19,200 +3,587	+23%	+$339K	0.03%	282
2024 Q3	$1.53M	Sell	15,613 -2,028	-11%	-$196K	0.02%	295
2024 Q2	$1.65M	Buy	17,641 +9,786	+125%	+$909K	0.03%	282
2024 Q1	$744K	Buy	7,855 +4,723	+151%	+$448K	0.01%	362
2023 Q4	$302K	Sell	3,132 -711	-19%	-$65.8K	0.01%	487
2023 Q3	$352K	Buy	+3,843	New	+$362K	0.01%	439

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

Financial Counselors Inc's IEF Position: Q2 2025 in Review

Financial Counselors Inc sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q2 2025, closing a stake of 24,655 shares — an estimated $2.35M sold.

Financial Counselors Inc first reported a position in IEF in Q3 2023 and held it in 7 quarters. The position peaked at $2.35M in Q1 2025. 1,012 funds tracked by Wall St. Rank hold IEF as of Q2 2025.

Financial Counselors Inc reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q2 2025 after selling out during the quarter.
Financial Counselors Inc sold 24,655 iShares 7-10 Year Treasury Bond ETF shares in Q2 2025, an estimated $2.35M.
Financial Counselors Inc first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2023 and held it in 7 quarters.
Financial Counselors Inc's iShares 7-10 Year Treasury Bond ETF position peaked at $2.35M in Q1 2025.
1,012 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2025.

Based on Financial Counselors Inc's 13F filing for Q2 2025, filed 1 Aug 2025.