Heritage Wealth Partners’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Heritage Wealth Partners’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 Q1	$497K	Sell	5,212 -94	-2%	-$8.79K	0.76%	29
2024 Q4	$491K	Sell	5,306 -19,323	-78%	-$1.83M	0.62%	33
2024 Q3	$2.42M	Buy	24,629 +18,552	+305%	+$1.79M	2.84%	13
2024 Q2	$569K	Sell	6,077 -1,562	-20%	-$145K	0.82%	30
2024 Q1	$736K	Hold	7,639	–	–	1.5%	21
2023 Q4	$736K	Sell	7,639 -101	-1%	-$9.34K	1.5%	21
2023 Q3	$709K	Sell	7,740 -6,060	-44%	-$572K	1.51%	21
2023 Q2	$1.33M	Buy	+13,800	New	+$1.36M	0.79%	32
2023 Q1	–	Sell	-36,198	Closed	-$3.48M	–	41
2022 Q4	$3.48M	Buy	+36,198	New	+$3.48M	3.19%	14

Other funds holding IEF

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Heritage Wealth Partners's IEF Position: Q1 2025 in Review

Heritage Wealth Partners reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 1.8% in Q1 2025, selling an estimated $8.79K and leaving 5,212 shares worth $497K. The position accounts for 0.76% of the portfolio, ranked #29.

Heritage Wealth Partners first reported a position in IEF in Q4 2022 and has held it in 9 quarters since. The position peaked at $3.48M in Q4 2022. 984 funds tracked by Wall St. Rank hold IEF as of Q1 2025.

Heritage Wealth Partners held 5,212 shares of iShares 7-10 Year Treasury Bond ETF worth $497K as of Q1 2025.
Heritage Wealth Partners sold 94 iShares 7-10 Year Treasury Bond ETF shares in Q1 2025, an estimated $8.79K.
iShares 7-10 Year Treasury Bond ETF made up 0.76% of Heritage Wealth Partners's portfolio in Q1 2025, its #29 holding.
Heritage Wealth Partners first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2022 and has held it in 9 quarters since.
Heritage Wealth Partners's iShares 7-10 Year Treasury Bond ETF position peaked at $3.48M in Q4 2022.
984 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2025.

Based on Heritage Wealth Partners's 13F filing for Q1 2025, filed 14 May 2025.