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

Flagship Wealth Advisors’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 		– Sell
-7
Closed -$675 – 408
2025
Q3 		$675 Buy
+7
New +$669 ﹤0.01% 416

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 $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Flagship Wealth Advisors's IEF Position: Q4 2025 in Review

Flagship Wealth Advisors sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q4 2025, closing a stake of 7 shares — an estimated $675 sold.

Flagship Wealth Advisors first reported a position in IEF in Q3 2025 and held it in 1 quarter. The position peaked at $675 in Q3 2025. 1,090 funds tracked by Wall St. Rank hold IEF as of Q4 2025.

  • Flagship Wealth Advisors reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Flagship Wealth Advisors sold 7 iShares 7-10 Year Treasury Bond ETF shares in Q4 2025, an estimated $675.
  • Flagship Wealth Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2025 and held it in 1 quarter.
  • Flagship Wealth Advisors's iShares 7-10 Year Treasury Bond ETF position peaked at $675 in Q3 2025.
  • 1,090 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q4 2025.

Based on Flagship Wealth Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.