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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 $336B AUM 34.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Raymond James Financial
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

HB Wealth Management's IEF Position: Q4 2025 in Review

HB Wealth Management sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q4 2025, closing a stake of 4,287 shares — an estimated $414K sold.

HB Wealth Management first reported a position in IEF in Q2 2022 and held it in 6 quarters. The position peaked at $1.82M in Q2 2024. 1,091 funds tracked by Wall St. Rank hold IEF as of Q4 2025.

  • HB Wealth Management reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q4 2025 after selling out during the quarter.
  • HB Wealth Management sold 4,287 iShares 7-10 Year Treasury Bond ETF shares in Q4 2025, an estimated $414K.
  • HB Wealth Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2022 and held it in 6 quarters.
  • HB Wealth Management's iShares 7-10 Year Treasury Bond ETF position peaked at $1.82M in Q2 2024.
  • 1,091 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q4 2025.

Based on HB Wealth Management's 13F filing for Q4 2025, filed 28 Jan 2026.