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 Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Financial Enhancement Group's IEF Position: Q2 2025 in Review

Financial Enhancement Group sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q2 2025, closing a stake of 190,329 shares — an estimated $17.9M sold.

Financial Enhancement Group first reported a position in IEF in Q2 2020 and held it in 8 quarters. The position peaked at $27.2M in Q1 2021. 1,013 funds tracked by Wall St. Rank hold IEF as of Q2 2025.

Financial Enhancement Group reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q2 2025 after selling out during the quarter.
Financial Enhancement Group sold 190,329 iShares 7-10 Year Treasury Bond ETF shares in Q2 2025, an estimated $17.9M.
Financial Enhancement Group first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2020 and held it in 8 quarters.
Financial Enhancement Group's iShares 7-10 Year Treasury Bond ETF position peaked at $27.2M in Q1 2021.
1,013 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2025.

Based on Financial Enhancement Group's 13F filing for Q2 2025, filed 14 Jul 2025.