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

FSC 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 Q2	–	Sell	-414	Closed	-$39.5K	–	156
2025 Q1	$39.5K	Hold	414	–	–	0.03%	127
2024 Q4	$38.2K	Hold	414	–	–	0.02%	129
2024 Q3	$40.6K	Hold	414	–	–	0.03%	124
2024 Q2	$38.7K	Hold	414	–	–	0.03%	117
2024 Q1	$39.2K	Hold	414	–	–	0.03%	118
2023 Q4	$39.9K	Hold	414	–	–	0.03%	110
2023 Q3	$37.9K	Buy	414 +309	+294%	+$29.1K	0.04%	92
2023 Q2	$10.1K	Hold	105	–	–	0.01%	146
2023 Q1	$10.4K	Hold	105	–	–	0.02%	117
2022 Q4	$10K	Hold	105	–	–	0.02%	111
2022 Q3	$10K	Sell	105 -52	-33%	-$5.28K	0.1%	107
2022 Q2	$16K	Hold	157	–	–	0.14%	87
2022 Q1	$17K	Hold	157	–	–	0.02%	105
2021 Q4	$18K	Buy	+157	New	+$18K	0.01%	114

Other funds holding IEF

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

FSC Wealth Advisors's IEF Position: Q2 2025 in Review

FSC Wealth Advisors sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q2 2025, closing a stake of 414 shares — an estimated $39.5K sold.

FSC Wealth Advisors first reported a position in IEF in Q4 2021 and held it in 14 quarters. The position peaked at $40.6K in Q3 2024. 1,013 funds tracked by Wall St. Rank hold IEF as of Q2 2025.

FSC Wealth Advisors reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q2 2025 after selling out during the quarter.
FSC Wealth Advisors sold 414 iShares 7-10 Year Treasury Bond ETF shares in Q2 2025, an estimated $39.5K.
FSC Wealth Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2021 and held it in 14 quarters.
FSC Wealth Advisors's iShares 7-10 Year Treasury Bond ETF position peaked at $40.6K 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 FSC Wealth Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.