Grey Fox Wealth Advisors’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Grey Fox Wealth Advisors’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	-277	Closed	-$26.7K	–	356
2025 Q3	$26.7K	Buy	+277	New	+$26.5K	0.01%	325
2023 Q2	–	Sell	-1,446	Closed	-$143K	–	287
2023 Q1	$143K	Hold	1,446	–	–	0.08%	114
2022 Q4	$138K	Buy	+1,446	New	+$139K	0.09%	113

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 22.9% 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

Grey Fox Wealth Advisors's IEF Position: Q4 2025 in Review

Grey Fox Wealth Advisors sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q4 2025, closing a stake of 277 shares — an estimated $26.7K sold.

Grey Fox Wealth Advisors first reported a position in IEF in Q4 2022 and held it in 3 quarters. The position peaked at $143K in Q1 2023. 1,091 funds tracked by Wall St. Rank hold IEF as of Q4 2025.

Grey Fox Wealth Advisors reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q4 2025 after selling out during the quarter.
Grey Fox Wealth Advisors sold 277 iShares 7-10 Year Treasury Bond ETF shares in Q4 2025, an estimated $26.7K.
Grey Fox Wealth Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2022 and held it in 3 quarters.
Grey Fox Wealth Advisors's iShares 7-10 Year Treasury Bond ETF position peaked at $143K in Q1 2023.
1,091 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q4 2025.

Based on Grey Fox Wealth Advisors's 13F filing for Q4 2025, filed 12 Feb 2026.