Hexagon Capital Partners’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Hexagon Capital 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 Q2	–	Sell	-259	Closed	-$24.7K	–	842
2025 Q1	$24.7K	Buy	259 +45	+21%	+$4.21K	﹤0.01%	675
2024 Q4	$19.8K	Buy	+214	New	+$20.2K	﹤0.01%	791
2024 Q3	–	Sell	-2	Closed	-$149	–	1603
2024 Q2	$149	Hold	2	–	–	﹤0.01%	1404
2024 Q1	$150	Hold	2	–	–	﹤0.01%	1410
2023 Q4	$153	Hold	2	–	–	﹤0.01%	1369
2023 Q3	$145	Hold	2	–	–	﹤0.01%	1347
2023 Q2	$153	Hold	2	–	–	﹤0.01%	1365
2023 Q1	$157	Hold	2	–	–	﹤0.01%	1369
2022 Q4	$152	Hold	2	–	–	﹤0.01%	1389
2022 Q3	$0	Sell	2 -4,277	-100%	-$434K	﹤0.01%	1365
2022 Q2	$438K	Sell	4,279 -1,457	-25%	-$150K	0.13%	91
2022 Q1	$616K	Sell	5,736 -4	-0.1%	-$444	0.16%	71
2021 Q4	$660K	Sell	5,740 -7	-0.1%	-$805	0.17%	70
2021 Q3	$662K	Sell	5,747 -8,893	-61%	-$1.04M	0.19%	61
2021 Q2	$1.69M	Sell	14,640 -499	-3%	-$57.1K	0.47%	19
2021 Q1	$1.71M	Buy	+15,139	New	+$1.76M	0.47%	16

Other funds holding IEF

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

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

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

Morgan Stanley New York $1.89T AUM 35.08% 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

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

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

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Hexagon Capital Partners's IEF Position: Q2 2025 in Review

Hexagon Capital Partners sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q2 2025, closing a stake of 259 shares — an estimated $24.7K sold.

Hexagon Capital Partners first reported a position in IEF in Q1 2021 and held it in 16 quarters. The position peaked at $1.71M in Q1 2021. 1,013 funds tracked by Wall St. Rank hold IEF as of Q2 2025.

Hexagon Capital Partners reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q2 2025 after selling out during the quarter.
Hexagon Capital Partners sold 259 iShares 7-10 Year Treasury Bond ETF shares in Q2 2025, an estimated $24.7K.
Hexagon Capital Partners first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2021 and held it in 16 quarters.
Hexagon Capital Partners's iShares 7-10 Year Treasury Bond ETF position peaked at $1.71M in Q1 2021.
1,013 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2025.

Based on Hexagon Capital Partners's 13F filing for Q2 2025, filed 11 Aug 2025.