GRP
IEF icon

Global Retirement Partners’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Global Retirement Partners’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 		$3.8M Buy
39,476
+5,879
+17% +$569K 0.07% 264
2025
Q3 		$3.24M Sell
33,597
-49,176
-59% -$4.7M 0.07% 248
2025
Q2 		$7.93M Buy
+82,773
New +$7.83M 0.2% 101
2024
Q4 		$5.44M Buy
58,895
+1,812
+3% +$171K 0.16% 126
2024
Q3 		$5.6M Sell
57,083
-2,721
-5% -$263K 0.17% 121
2024
Q2 		$5.6M Buy
59,804
+10,363
+21% +$963K 0.18% 116
2024
Q1 		$4.68M Sell
49,441
-4,052
-8% -$384K 0.17% 124
2023
Q4 		$5.11M Buy
53,493
+3,298
+7% +$305K 0.21% 98
2023
Q3 		$4.54M Buy
50,195
+664
+1% +$62.6K 0.23% 93
2023
Q2 		$4.78M Buy
49,531
+5,647
+13% +$555K 0.23% 94
2023
Q1 		$4.4M Sell
43,884
-9,599
-18% -$938K 0.23% 93
2022
Q4 		$5.12M Buy
53,483
+923
+2% +$88.6K 0.35% 58
2022
Q3 		$4.96M Buy
52,560
+7,132
+16% +$724K 0.38% 53
2022
Q2 		$4.65M Buy
45,428
+205
+0.5% +$21K 0.37% 52
2022
Q1 		$4.71M Buy
+45,223
New +$5.02M 0.37% 59
2021
Q4 		– Sell
-24,373
Closed -$2.81M – 949
2021
Q3 		$2.81M Sell
24,373
-3,062
-11% -$358K 0.28% 67
2021
Q2 		$3.17M Buy
27,435
+1,526
+6% +$175K 0.32% 58
2021
Q1 		$2.93M Buy
25,909
+499
+2% +$58.1K 0.34% 57
2020
Q4 		$3.05M Buy
25,410
+3,410
+16% +$410K 0.38% 55
2020
Q3 		$2.68M Sell
22,000
-716
-3% -$87.3K 0.39% 56
2020
Q2 		$2.77M Sell
22,716
-4,052
-15% -$492K 0.44% 46
2020
Q1 		$3.25M Buy
26,768
+3,810
+17% +$438K 0.62% 32
2019
Q4 		$2.53M Sell
22,958
-24,107
-51% -$2.69M 0.39% 56
2019
Q3 		$5.29M Buy
47,065
+16,478
+54% +$1.84M 0.87% 23
2019
Q2 		$3.37M Buy
30,587
+1,983
+7% +$213K 0.64% 29
2019
Q1 		$3.05M Buy
28,604
+9,109
+47% +$953K 0.74% 26
2018
Q4 		$2.03M Buy
19,495
+524
+3% +$53.1K 0.52% 45
2018
Q3 		$1.92M Buy
18,971
+381
+2% +$38.9K 0.43% 49
2018
Q2 		$1.91M Buy
18,590
+963
+5% +$98.1K 0.48% 43
2018
Q1 		$1.82M Buy
17,627
+1,833
+12% +$189K 0.5% 36
2017
Q4 		$1.67M Buy
15,794
+1,737
+12% +$184K 0.46% 33
2017
Q3 		$1.5M Buy
14,057
+1,003
+8% +$107K 0.62% 24
2017
Q2 		$1.39M Buy
13,054
+946
+8% +$101K 0.65% 23
2017
Q1 		$1.28M Buy
12,108
+2,386
+25% +$251K 0.71% 18
2016
Q4 		$1.02M Buy
+9,722
New +$1.04M 0.68% 23

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 $8.74B AUM 14.62% 1-Year Est. Return

Global Retirement Partners's IEF Position: Q4 2025 in Review

Global Retirement Partners increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 17% in Q4 2025, buying an estimated $569K and bringing the position to 39,476 shares worth $3.8M. The position accounts for 0.07% of the portfolio, ranked #264.

Global Retirement Partners first reported a position in IEF in Q4 2016 and has held it in 35 quarters since. The position peaked at $7.93M in Q2 2025. 1,090 funds tracked by Wall St. Rank hold IEF as of Q4 2025.

  • Global Retirement Partners held 39,476 shares of iShares 7-10 Year Treasury Bond ETF worth $3.8M as of Q4 2025.
  • Global Retirement Partners bought 5,879 iShares 7-10 Year Treasury Bond ETF shares in Q4 2025, an estimated $569K.
  • iShares 7-10 Year Treasury Bond ETF made up 0.07% of Global Retirement Partners's portfolio in Q4 2025, its #264 holding.
  • Global Retirement Partners first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2016 and has held it in 35 quarters since.
  • Global Retirement Partners's iShares 7-10 Year Treasury Bond ETF position peaked at $7.93M in Q2 2025.
  • 1,090 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.