Financiere des Professionnels’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Financiere des Professionnels’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	-119,650	Closed	-$11.5M	–	404
2025 Q2	$11.5M	Sell	119,650 -529,100	-82%	-$50M	0.69%	35
2025 Q1	$61.9M	Buy	648,750 +519,100	+400%	+$48.6M	4%	5
2024 Q4	$12M	Buy	129,650 +6,900	+6%	+$652K	0.84%	29
2024 Q3	$12M	Hold	122,750	–	–	0.82%	31
2024 Q2	$11.4M	Hold	122,750	–	–	0.89%	28
2024 Q1	$11.6M	Buy	122,750 +54,000	+79%	+$5.12M	0.94%	25
2023 Q4	$6.63M	Buy	+68,750	New	+$6.36M	0.58%	54

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Financiere des Professionnels's IEF Position: Q3 2025 in Review

Financiere des Professionnels sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q3 2025, closing a stake of 119,650 shares — an estimated $11.5M sold.

Financiere des Professionnels first reported a position in IEF in Q4 2023 and held it in 7 quarters. The position peaked at $61.9M in Q1 2025. 1,000 funds tracked by Wall St. Rank hold IEF as of Q3 2025.

Financiere des Professionnels reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q3 2025 after selling out during the quarter.
Financiere des Professionnels sold 119,650 iShares 7-10 Year Treasury Bond ETF shares in Q3 2025, an estimated $11.5M.
Financiere des Professionnels first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2023 and held it in 7 quarters.
Financiere des Professionnels's iShares 7-10 Year Treasury Bond ETF position peaked at $61.9M in Q1 2025.
1,000 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2025.

Based on Financiere des Professionnels's 13F filing for Q3 2025, filed 21 Oct 2025.