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Forefront Analytics’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Forefront Analytics’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
-2,196
Closed -$209K – 47
2025
Q1 		$209K Sell
2,196
-16,892
-88% -$1.58M 0.24% 34
2024
Q4 		$1.76M Buy
19,088
+4,938
+35% +$467K 0.82% 29
2024
Q3 		$1.39M Sell
14,150
-1,280
-8% -$124K 0.65% 32
2024
Q2 		$1.45M Buy
15,430
+3,031
+24% +$282K 0.69% 31
2024
Q1 		$1.17M Sell
12,399
-105
-0.8% -$9.95K 0.57% 34
2023
Q4 		$1.21M Buy
12,504
+547
+5% +$50.6K 0.6% 33
2023
Q3 		$1.1M Sell
11,957
-12,336
-51% -$1.16M 0.62% 32
2023
Q2 		$2.35M Sell
24,293
-1,283
-5% -$126K 1.34% 18
2023
Q1 		$2.54M Sell
25,576
-598
-2% -$58.5K 1.31% 20
2022
Q4 		$2.51M Sell
26,174
-3,115
-11% -$299K 1.34% 20
2022
Q3 		$2.81M Buy
29,289
+57
+0.2% +$5.78K 1.5% 20
2022
Q2 		$2.99M Sell
29,232
-3,463
-11% -$355K 1.45% 20
2022
Q1 		$3.51M Buy
32,695
+236
+0.7% +$26.2K 1.3% 21
2021
Q4 		$3.73M Sell
32,459
-48,077
-60% -$5.53M 1.25% 21
2021
Q3 		$9.27M Buy
80,536
+296
+0.4% +$34.6K 3.38% 14
2021
Q2 		$9.26M Buy
80,240
+907
+1% +$104K 3.67% 12
2021
Q1 		$8.96M Sell
79,333
-5,168
-6% -$602K 3.82% 11
2020
Q4 		$10.1M Buy
84,501
+2,457
+3% +$296K 4.4% 11
2020
Q3 		$10M Buy
82,044
+24,251
+42% +$2.96M 4.67% 7
2020
Q2 		$7.04M Buy
57,793
+14,983
+35% +$1.82M 4.32% 9
2020
Q1 		$5.2M Sell
42,810
-41,599
-49% -$4.79M 4.15% 9
2019
Q4 		$9.31M Buy
84,409
+5,462
+7% +$609K 3.62% 13
2019
Q3 		$8.88M Buy
78,947
+4,887
+7% +$545K 3.66% 13
2019
Q2 		$8.15M Sell
74,060
-5,103
-6% -$547K 3.47% 17
2019
Q1 		$8.44M Sell
79,163
-905
-1% -$94.6K 5.38% 2
2018
Q4 		$8.34M Buy
80,068
+21,686
+37% +$2.2M 4.62% 8
2018
Q3 		$5.91M Buy
58,382
+277
+0.5% +$28.3K 2.68% 18
2018
Q2 		$5.96M Buy
58,105
+10,755
+23% +$1.1M 2.77% 16
2018
Q1 		$4.88M Buy
47,350
+19,703
+71% +$2.03M 2.74% 15
2017
Q4 		$2.92M Buy
+27,647
New +$2.93M 1.74% 21

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Forefront Analytics's IEF Position: Q2 2025 in Review

Forefront Analytics sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q2 2025, closing a stake of 2,196 shares — an estimated $209K sold.

Forefront Analytics first reported a position in IEF in Q4 2017 and held it in 30 quarters. The position peaked at $10.1M in Q4 2020. 1,012 funds tracked by Wall St. Rank hold IEF as of Q2 2025.

  • Forefront Analytics reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Forefront Analytics sold 2,196 iShares 7-10 Year Treasury Bond ETF shares in Q2 2025, an estimated $209K.
  • Forefront Analytics first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2017 and held it in 30 quarters.
  • Forefront Analytics's iShares 7-10 Year Treasury Bond ETF position peaked at $10.1M in Q4 2020.
  • 1,012 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2025.

Based on Forefront Analytics's 13F filing for Q2 2025, filed 24 Jul 2025.