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 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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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

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

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Financial Services Advisory's IEF Position: Q3 2025 in Review

Financial Services Advisory sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q3 2025, closing a stake of 80,223 shares — an estimated $7.68M sold.

Financial Services Advisory first reported a position in IEF in Q1 2023 and held it in 4 quarters. The position peaked at $7.68M in Q2 2025. 1,001 funds tracked by Wall St. Rank hold IEF as of Q3 2025.

Financial Services Advisory reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q3 2025 after selling out during the quarter.
Financial Services Advisory sold 80,223 iShares 7-10 Year Treasury Bond ETF shares in Q3 2025, an estimated $7.68M.
Financial Services Advisory first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2023 and held it in 4 quarters.
Financial Services Advisory's iShares 7-10 Year Treasury Bond ETF position peaked at $7.68M in Q2 2025.
1,001 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2025.

Based on Financial Services Advisory's 13F filing for Q3 2025, filed 4 Nov 2025.