Global Assets Advisory’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Global Assets Advisory’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	-11,054	Closed	-$1.07M	–	296
2025 Q3	$1.07M	Buy	11,054 +322	+3%	+$30.8K	0.32%	79
2025 Q2	$1.02M	Sell	10,732 -33,728	-76%	-$3.19M	0.4%	62
2025 Q1	$4.22M	Buy	+44,460	New	+$4.16M	0.79%	24
2024 Q2	–	Sell	-834	Closed	-$78K	–	271
2024 Q1	$78K	Buy	+834	New	+$79K	0.05%	223
2023 Q4	–	Sell	-3,907	Closed	-$358K	–	86
2023 Q3	$358K	Buy	+3,907	New	+$368K	0.32%	81

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Global Assets Advisory's IEF Position: Q4 2025 in Review

Global Assets Advisory sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q4 2025, closing a stake of 11,054 shares — an estimated $1.07M sold.

Global Assets Advisory first reported a position in IEF in Q3 2023 and held it in 5 quarters. The position peaked at $4.22M in Q1 2025. 1,090 funds tracked by Wall St. Rank hold IEF as of Q4 2025.

Global Assets Advisory reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q4 2025 after selling out during the quarter.
Global Assets Advisory sold 11,054 iShares 7-10 Year Treasury Bond ETF shares in Q4 2025, an estimated $1.07M.
Global Assets Advisory first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2023 and held it in 5 quarters.
Global Assets Advisory's iShares 7-10 Year Treasury Bond ETF position peaked at $4.22M in Q1 2025.
1,090 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q4 2025.

Based on Global Assets Advisory's 13F filing for Q4 2025, filed 9 Feb 2026.