FEG
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Financial Enhancement Group’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Financial Enhancement 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
Q2 		– Sell
-190,329
Closed -$17.9M – 131
2025
Q1 		$17.9M Buy
+190,329
New +$17.8M 2.8% 8
2022
Q3 		– Sell
-200,071
Closed -$20.5M – 317
2022
Q2 		$20.5M Buy
+200,071
New +$20.5M 4.42% 5
2021
Q4 		– Sell
-80,731
Closed -$9.3M – 287
2021
Q3 		$9.3M Sell
80,731
-145,801
-64% -$17M 1.76% 16
2021
Q2 		$26.2M Sell
226,532
-14,362
-6% -$1.64M 5.37% 3
2021
Q1 		$27.2M Buy
240,894
+233,010
+2,955% +$27.1M 5.55% 2
2020
Q4 		$946K Buy
7,884
+1
+0% +$120 0.2% 61
2020
Q3 		$960K Buy
7,883
+7,693
+4,049% +$938K 0.22% 54
2020
Q2 		$23K Buy
+190
New +$23.1K 0.01% 154

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 $1.47T 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 $431B AUM 30.22% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.2B 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 $245B AUM 31.4% 1-Year Est. Return