Godsey & Gibb Inc’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Godsey & Gibb Inc’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	-229	Closed	-$21.8K	–	374
2025 Q1	$21.8K	Hold	229	–	–	﹤0.01%	230
2024 Q4	$21.2K	Hold	229	–	–	﹤0.01%	226
2024 Q3	$22.5K	Buy	+229	New	+$22.1K	﹤0.01%	250
2023 Q1	–	Sell	-13	Closed	-$1.25K	–	367
2022 Q4	$1.25K	Hold	13	–	–	﹤0.01%	276
2022 Q3	$1K	Sell	13 -117	-90%	-$11.9K	﹤0.01%	83
2022 Q2	$13K	Buy	+130	New	+$13.3K	0.01%	61

Other funds holding IEF

Fisher Asset Management Camas, Washington $295B AUM 31.6% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

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

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Godsey & Gibb Inc's IEF Position: Q2 2025 in Review

Godsey & Gibb Inc sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q2 2025, closing a stake of 229 shares — an estimated $21.8K sold.

Godsey & Gibb Inc first reported a position in IEF in Q2 2022 and held it in 6 quarters. The position peaked at $22.5K in Q3 2024. 1,012 funds tracked by Wall St. Rank hold IEF as of Q2 2025.

Godsey & Gibb Inc reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q2 2025 after selling out during the quarter.
Godsey & Gibb Inc sold 229 iShares 7-10 Year Treasury Bond ETF shares in Q2 2025, an estimated $21.8K.
Godsey & Gibb Inc first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2022 and held it in 6 quarters.
Godsey & Gibb Inc's iShares 7-10 Year Treasury Bond ETF position peaked at $22.5K in Q3 2024.
1,012 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2025.

Based on Godsey & Gibb Inc's 13F filing for Q2 2025, filed 23 Jul 2025.