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

Granite Bay 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
Q1 		– Sell
-3,685
Closed -$341K – 75
2024
Q4 		$341K Buy
+3,685
New +$348K 0.13% 56

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Envestnet Asset Management
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Ameriprise
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Morgan Stanley
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CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Granite Bay Wealth Management's IEF Position: Q1 2025 in Review

Granite Bay Wealth Management sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q1 2025, closing a stake of 3,685 shares — an estimated $341K sold.

Granite Bay Wealth Management first reported a position in IEF in Q4 2024 and held it in 1 quarter. The position peaked at $341K in Q4 2024. 983 funds tracked by Wall St. Rank hold IEF as of Q1 2025.

  • Granite Bay Wealth Management reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Granite Bay Wealth Management sold 3,685 iShares 7-10 Year Treasury Bond ETF shares in Q1 2025, an estimated $341K.
  • Granite Bay Wealth Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2024 and held it in 1 quarter.
  • Granite Bay Wealth Management's iShares 7-10 Year Treasury Bond ETF position peaked at $341K in Q4 2024.
  • 983 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2025.

Based on Granite Bay Wealth Management's 13F filing for Q1 2025, filed 10 Apr 2025.