Hazlett, Burt & Watson’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Hazlett, Burt & Watson’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 Q3	–	Sell	-71	Closed	-$7K	–	891
2025 Q2	$7K	Buy	+71	New	+$6.71K	﹤0.01%	636
2024 Q4	–	Sell	-351	Closed	-$33.2K	–	767
2024 Q3	$34K	Buy	+351	New	+$33.9K	0.02%	402
2023 Q3	–	Sell	-36	Closed	-$3K	–	728
2023 Q2	$3K	Buy	+36	New	+$3.54K	﹤0.01%	595
2022 Q3	–	Sell	-67	Closed	-$7K	–	636
2022 Q2	$7K	Buy	+67	New	+$6.88K	0.01%	481

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 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

Hazlett, Burt & Watson's IEF Position: Q3 2025 in Review

Hazlett, Burt & Watson sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q3 2025, closing a stake of 71 shares — an estimated $7K sold.

Hazlett, Burt & Watson first reported a position in IEF in Q2 2022 and held it in 4 quarters. The position peaked at $34K in Q3 2024. 1,000 funds tracked by Wall St. Rank hold IEF as of Q3 2025.

Hazlett, Burt & Watson reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q3 2025 after selling out during the quarter.
Hazlett, Burt & Watson sold 71 iShares 7-10 Year Treasury Bond ETF shares in Q3 2025, an estimated $7K.
Hazlett, Burt & Watson first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2022 and held it in 4 quarters.
Hazlett, Burt & Watson's iShares 7-10 Year Treasury Bond ETF position peaked at $34K in Q3 2024.
1,000 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2025.

Based on Hazlett, Burt & Watson's 13F filing for Q3 2025, filed 4 Nov 2025.