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

Heartwood 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
-113
Closed -$10.9K – 390
2025
Q3 		$10.9K Buy
+113
New +$10.8K ﹤0.01% 380

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

Heartwood Wealth Advisors's IEF Position: Q4 2025 in Review

Heartwood Wealth Advisors sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q4 2025, closing a stake of 113 shares — an estimated $10.9K sold.

Heartwood Wealth Advisors first reported a position in IEF in Q3 2025 and held it in 1 quarter. The position peaked at $10.9K in Q3 2025. 1,091 funds tracked by Wall St. Rank hold IEF as of Q4 2025.

  • Heartwood Wealth Advisors reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Heartwood Wealth Advisors sold 113 iShares 7-10 Year Treasury Bond ETF shares in Q4 2025, an estimated $10.9K.
  • Heartwood Wealth Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2025 and held it in 1 quarter.
  • Heartwood Wealth Advisors's iShares 7-10 Year Treasury Bond ETF position peaked at $10.9K in Q3 2025.
  • 1,091 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q4 2025.

Based on Heartwood Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.