HFA
IEF icon

High Falls Advisors’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

High Falls 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 		$391K Sell
4,062
-192
-5% -$18.6K 0.08% 83
2025
Q3 		$410K Sell
4,254
-482
-10% -$46.1K 0.08% 85
2025
Q2 		$454K Sell
4,736
-724
-13% -$68.5K 0.1% 69
2025
Q1 		$521K Sell
5,460
-1,259
-19% -$118K 0.12% 59
2024
Q4 		$621K Buy
6,719
+1,148
+21% +$108K 0.14% 54
2024
Q3 		$547K Sell
5,571
-719
-11% -$69.5K 0.13% 59
2024
Q2 		$589K Buy
6,290
+42
+0.7% +$3.9K 0.14% 53
2024
Q1 		$591K Sell
6,248
-562
-8% -$53.3K 0.15% 55
2023
Q4 		$656K Sell
6,810
-535
-7% -$49.5K 0.18% 44
2023
Q3 		$673K Sell
7,345
-1,547
-17% -$146K 0.2% 40
2023
Q2 		$859K Sell
8,892
-6,044
-40% -$594K 0.25% 34
2023
Q1 		$1.48M Buy
14,936
+7,857
+111% +$768K 0.44% 24
2022
Q4 		$678K Buy
+7,079
New +$680K 0.21% 41
2021
Q2 		– Sell
-1,974
Closed -$223K – 120
2021
Q1 		$223K Sell
1,974
-650
-25% -$75.7K 0.06% 107
2020
Q4 		$315K Buy
+2,624
New +$316K 0.09% 81
2019
Q1 		– Sell
-7,237
Closed -$754K – 95
2018
Q4 		$754K Buy
+7,237
New +$733K 0.29% 32
2016
Q4 		– Sell
-2,539
Closed -$284K – 84
2016
Q3 		$284K Buy
2,539
+1,477
+139% +$166K 0.11% 66
2016
Q2 		$112K Sell
1,062
-152,898
-99% -$16.9M 0.03% 94
2016
Q1 		$17M Buy
153,960
+152,898
+14,397% +$16.7M 5.88% 7
2015
Q4 		$112K Buy
+1,062
New +$113K 0.03% 94

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 $1.56T 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 $432B 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

High Falls Advisors's IEF Position: Q4 2025 in Review

High Falls Advisors reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 4.5% in Q4 2025, selling an estimated $18.6K and leaving 4,062 shares worth $391K. The position accounts for 0.08% of the portfolio, ranked #83.

High Falls Advisors first reported a position in IEF in Q4 2015 and has held it in 20 quarters since. The position peaked at $17M in Q1 2016. 1,090 funds tracked by Wall St. Rank hold IEF as of Q4 2025.

  • High Falls Advisors held 4,062 shares of iShares 7-10 Year Treasury Bond ETF worth $391K as of Q4 2025.
  • High Falls Advisors sold 192 iShares 7-10 Year Treasury Bond ETF shares in Q4 2025, an estimated $18.6K.
  • iShares 7-10 Year Treasury Bond ETF made up 0.08% of High Falls Advisors's portfolio in Q4 2025, its #83 holding.
  • High Falls Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2015 and has held it in 20 quarters since.
  • High Falls Advisors's iShares 7-10 Year Treasury Bond ETF position peaked at $17M in Q1 2016.
  • 1,090 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q4 2025.

Based on High Falls Advisors's 13F filing for Q4 2025, filed 18 Feb 2026.