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

HB 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
Q4 		– Sell
-4,287
Closed -$414K – 1428
2025
Q3 		$414K Sell
4,287
-529
-11% -$50.6K ﹤0.01% 936
2025
Q2 		$461K Sell
4,816
-35
-0.7% -$3.31K ﹤0.01% 769
2025
Q1 		$463K Buy
4,851
+2,046
+73% +$191K ﹤0.01% 789
2024
Q4 		$259K Buy
+2,805
New +$265K ﹤0.01% 869
2024
Q3 		– Sell
-19,462
Closed -$1.82M – 994
2024
Q2 		$1.82M Buy
+19,462
New +$1.81M 0.02% 276
2022
Q3 		– Sell
-2,811
Closed -$288K – 592
2022
Q2 		$288K Buy
+2,811
New +$288K 0.01% 446

Other funds holding IEF

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return