Flagship Private Wealth’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Flagship Private Wealth’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	–	Sell	-13,037	Closed	-$1.24M	–	106
2025 Q1	$1.24M	Buy	+13,037	New	+$1.22M	0.59%	32
2024 Q4	–	Sell	-13,215	Closed	-$1.3M	–	102
2024 Q3	$1.3M	Buy	+13,215	New	+$1.28M	0.67%	29
2021 Q3	–	Sell	-285	Closed	-$33.3K	–	160
2021 Q2	$33.3K	Hold	285	–	–	0.03%	155
2021 Q1	$32.2K	Sell	285 -16	-5%	-$1.86K	0.03%	138
2020 Q4	$35.9K	Buy	+301	New	+$36.2K	0.03%	131

Other funds holding IEF

Fisher Asset Management Camas, Washington $336B AUM 34.66% 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 $424B AUM 22.94% 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

Flagship Private Wealth's IEF Position: Q2 2025 in Review

Flagship Private Wealth sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q2 2025, closing a stake of 13,037 shares — an estimated $1.24M sold.

Flagship Private Wealth first reported a position in IEF in Q4 2020 and held it in 5 quarters. The position peaked at $1.3M in Q3 2024. 1,013 funds tracked by Wall St. Rank hold IEF as of Q2 2025.

Flagship Private Wealth reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q2 2025 after selling out during the quarter.
Flagship Private Wealth sold 13,037 iShares 7-10 Year Treasury Bond ETF shares in Q2 2025, an estimated $1.24M.
Flagship Private Wealth first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2020 and held it in 5 quarters.
Flagship Private Wealth's iShares 7-10 Year Treasury Bond ETF position peaked at $1.3M in Q3 2024.
1,013 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2025.

Based on Flagship Private Wealth's 13F filing for Q2 2025, filed 21 Jul 2025.