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Financial Services Advisory’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Financial Services Advisory’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 		– Sell
-80,223
Closed -$7.68M – 68
2025
Q2 		$7.68M Buy
+80,223
New +$7.59M 3.71% 8
2024
Q4 		– Sell
-13,682
Closed -$1.34M – 57
2024
Q3 		$1.34M Buy
+13,682
New +$1.32M 0.32% 39
2023
Q3 		– Sell
-14,887
Closed -$1.44M – 49
2023
Q2 		$1.44M Sell
14,887
-607
-4% -$59.7K 0.59% 25
2023
Q1 		$1.54M Buy
+15,494
New +$1.51M 1.01% 17

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
Ameriprise
Ameriprise Minneapolis, Minnesota $431B 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 $374B AUM 17.66% 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 $245B AUM 31.4% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return