GPS Wealth Strategies Group’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

GPS Wealth Strategies Group’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	-525	Closed	-$50.6K	–	1032
2025 Q3	$50.6K	Buy	+525	New	+$50.2K	0.01%	670
2024 Q4	–	Sell	-861	Closed	-$84.5K	–	1411
2024 Q3	$84.5K	Buy	+861	New	+$83.2K	0.01%	468
2022 Q2	–	Sell	-214	Closed	-$23K	–	1139
2022 Q1	$23K	Hold	214	–	–	0.01%	570
2021 Q4	$25K	Hold	214	–	–	0.01%	541
2021 Q3	$25K	Hold	214	–	–	0.01%	530
2021 Q2	$25K	Hold	214	–	–	0.01%	542
2021 Q1	$24K	Buy	+214	New	+$24.9K	0.01%	515

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

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 $374B AUM 17.66% 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

GPS Wealth Strategies Group's IEF Position: Q4 2025 in Review

GPS Wealth Strategies Group sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q4 2025, closing a stake of 525 shares — an estimated $50.6K sold.

GPS Wealth Strategies Group first reported a position in IEF in Q1 2021 and held it in 7 quarters. The position peaked at $84.5K in Q3 2024. 1,090 funds tracked by Wall St. Rank hold IEF as of Q4 2025.

GPS Wealth Strategies Group reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q4 2025 after selling out during the quarter.
GPS Wealth Strategies Group sold 525 iShares 7-10 Year Treasury Bond ETF shares in Q4 2025, an estimated $50.6K.
GPS Wealth Strategies Group first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2021 and held it in 7 quarters.
GPS Wealth Strategies Group's iShares 7-10 Year Treasury Bond ETF position peaked at $84.5K in Q3 2024.
1,090 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q4 2025.

Based on GPS Wealth Strategies Group's 13F filing for Q4 2025, filed 6 Feb 2026.