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Horan Securities’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Horan Securities’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 		$833K Sell
8,699
-352
-4% -$33.3K 0.29% 45
2025
Q1 		$863K Buy
9,051
+207
+2% +$19.4K 0.33% 34
2024
Q4 		$818K Sell
8,844
-6
-0.1% -$567 0.31% 34
2024
Q3 		$868K Sell
8,850
-17
-0.2% -$1.64K 0.33% 31
2024
Q2 		$830K Buy
8,867
+99
+1% +$9.2K 0.36% 31
2024
Q1 		$830K Sell
8,768
-522
-6% -$49.5K 0.39% 25
2023
Q4 		$895K Sell
9,290
-2,206
-19% -$204K 0.45% 16
2023
Q3 		$1.05M Buy
11,496
+73
+0.6% +$6.88K 0.56% 12
2023
Q2 		$1.1M Buy
11,423
+976
+9% +$95.9K 0.47% 21
2023
Q1 		$1.04M Sell
10,447
-406
-4% -$39.7K 0.53% 15
2022
Q4 		$1.04M Sell
10,853
-187
-2% -$18K 0.58% 17
2022
Q3 		$1.06M Buy
11,040
+509
+5% +$51.6K 0.65% 20
2022
Q2 		$1.08M Buy
10,531
+514
+5% +$52.7K 0.65% 21
2022
Q1 		$1.08M Buy
10,017
+278
+3% +$30.9K 0.63% 16
2021
Q4 		$1.12M Buy
+9,739
New +$1.12M 0.67% 13
2021
Q2 		$946K Buy
8,193
+1,347
+20% +$154K 0.67% 12
2021
Q1 		$773K Buy
6,846
+2,134
+45% +$249K 0.65% 13
2020
Q4 		$565K Buy
4,712
+1,207
+34% +$145K 0.47% 17
2020
Q3 		$427K Buy
+3,505
New +$428K 0.43% 20

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Horan Securities's IEF Position: Q2 2025 in Review

Horan Securities reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 3.9% in Q2 2025, selling an estimated $33.3K and leaving 8,699 shares worth $833K. The position accounts for 0.29% of the portfolio, ranked #45.

Horan Securities first reported a position in IEF in Q3 2020 and has held it in 19 quarters since. The position peaked at $1.12M in Q4 2021. 1,013 funds tracked by Wall St. Rank hold IEF as of Q2 2025.

  • Horan Securities held 8,699 shares of iShares 7-10 Year Treasury Bond ETF worth $833K as of Q2 2025.
  • Horan Securities sold 352 iShares 7-10 Year Treasury Bond ETF shares in Q2 2025, an estimated $33.3K.
  • iShares 7-10 Year Treasury Bond ETF made up 0.29% of Horan Securities's portfolio in Q2 2025, its #45 holding.
  • Horan Securities first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2020 and has held it in 19 quarters since.
  • Horan Securities's iShares 7-10 Year Treasury Bond ETF position peaked at $1.12M in Q4 2021.
  • 1,013 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2025.

Based on Horan Securities's 13F filing for Q2 2025, filed 6 Aug 2025.