Future Financial Wealth Management’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Future Financial Wealth Management’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	-600	Closed	-$57.9K	–	254
2025 Q3	$57.9K	Hold	600	–	–	0.04%	235
2025 Q2	$57.5K	Hold	600	–	–	0.04%	224
2025 Q1	$57.2K	Hold	600	–	–	0.04%	220
2024 Q4	$55.5K	Hold	600	–	–	0.04%	228
2024 Q3	$58.9K	Buy	+600	New	+$58K	0.04%	234
2024 Q2	–	Sell	-12,872	Closed	-$1.22M	–	262
2024 Q1	$1.22M	Buy	12,872 +240	+2%	+$22.7K	0.94%	27
2023 Q4	$1.22M	Buy	12,632 +329	+3%	+$30.4K	1.21%	25
2023 Q3	$1.13M	Buy	+12,303	New	+$1.16M	1.25%	27

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Future Financial Wealth Management's IEF Position: Q4 2025 in Review

Future Financial Wealth Management sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q4 2025, closing a stake of 600 shares — an estimated $57.9K sold.

Future Financial Wealth Management first reported a position in IEF in Q3 2023 and held it in 8 quarters. The position peaked at $1.22M in Q1 2024. 1,090 funds tracked by Wall St. Rank hold IEF as of Q4 2025.

Future Financial Wealth Management reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q4 2025 after selling out during the quarter.
Future Financial Wealth Management sold 600 iShares 7-10 Year Treasury Bond ETF shares in Q4 2025, an estimated $57.9K.
Future Financial Wealth Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2023 and held it in 8 quarters.
Future Financial Wealth Management's iShares 7-10 Year Treasury Bond ETF position peaked at $1.22M in Q1 2024.
1,090 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q4 2025.

Based on Future Financial Wealth Management's 13F filing for Q4 2025, filed 21 Jan 2026.