Financial Gravity Companies’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Financial Gravity Companies’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	$12K	Buy	+125	New	+$11.8K	﹤0.01%	545
2024 Q4	$13.7K	Buy	148 +3	+2%	+$283	﹤0.01%	508
2024 Q3	$14.2K	Buy	+145	New	+$14K	﹤0.01%	309
2018 Q4	$1.45M	Buy	+13,925	New	+$1.41M	1.32%	13
2018 Q1	$1.28M	Buy	12,613 +2,267	+22%	+$233K	1.31%	13
2017 Q4	$1.07M	Buy	+10,346	New	+$1.1M	1.23%	16

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 Gravity Companies's IEF Position: Q2 2025 in Review

Financial Gravity Companies opened a new position in iShares 7-10 Year Treasury Bond ETF (IEF) in Q2 2025: 125 shares worth $12K. The stake represents ﹤0.01% of the portfolio and ranks #545 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in IEF as recently as Q4 2024.

Financial Gravity Companies first reported a position in IEF in Q4 2017 and has held it in 6 quarters since. The position peaked at $1.45M in Q4 2018. 1,012 funds tracked by Wall St. Rank hold IEF as of Q2 2025.

Financial Gravity Companies held 125 shares of iShares 7-10 Year Treasury Bond ETF worth $12K as of Q2 2025.
iShares 7-10 Year Treasury Bond ETF was a new Financial Gravity Companies position in Q2 2025.
iShares 7-10 Year Treasury Bond ETF made up ﹤0.01% of Financial Gravity Companies's portfolio in Q2 2025, its #545 holding.
Financial Gravity Companies first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2017 and has held it in 6 quarters since.
Financial Gravity Companies's iShares 7-10 Year Treasury Bond ETF position peaked at $1.45M in Q4 2018.
1,012 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2025.

Based on Financial Gravity Companies's 13F filing for Q2 2025, filed 8 Aug 2025.