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First Citizens Investor Services’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

First Citizens Investor Services’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
Q4 		$607K Buy
6,309
+1,365
+28% +$132K 0.23% 16
2025
Q3 		$477K Buy
+4,944
New +$473K 0.18% 17

Other funds holding IEF

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

First Citizens Investor Services's IEF Position: Q4 2025 in Review

First Citizens Investor Services increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 28% in Q4 2025, buying an estimated $132K and bringing the position to 6,309 shares worth $607K. The position accounts for 0.23% of the portfolio, ranked #16.

First Citizens Investor Services first reported a position in IEF in Q3 2025 and has held it in 2 quarters since. 1,091 funds tracked by Wall St. Rank hold IEF as of Q4 2025.

  • First Citizens Investor Services held 6,309 shares of iShares 7-10 Year Treasury Bond ETF worth $607K as of Q4 2025.
  • First Citizens Investor Services bought 1,365 iShares 7-10 Year Treasury Bond ETF shares in Q4 2025, an estimated $132K.
  • iShares 7-10 Year Treasury Bond ETF made up 0.23% of First Citizens Investor Services's portfolio in Q4 2025, its #16 holding.
  • First Citizens Investor Services first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2025 and has held it in 2 quarters since.
  • 1,091 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q4 2025.

Based on First Citizens Investor Services's 13F filing for Q4 2025, filed 30 Jan 2026.