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Ipsen Advisor Group’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Ipsen Advisor Group’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
-2,374
Closed -$229K – 103
2025
Q3 		$229K Sell
2,374
-129
-5% -$12.3K 0.16% 93
2025
Q2 		$240K Sell
2,503
-464
-16% -$43.9K 0.18% 92
2025
Q1 		$283K Sell
2,967
-98
-3% -$9.17K 0.24% 82
2024
Q4 		$283K Buy
+3,065
New +$290K 0.24% 81
2022
Q4 		$697K Buy
+7,272
New +$698K 0.8% 29

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

Ipsen Advisor Group's IEF Position: Q4 2025 in Review

Ipsen Advisor Group sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q4 2025, closing a stake of 2,374 shares — an estimated $229K sold.

Ipsen Advisor Group first reported a position in IEF in Q4 2022 and held it in 5 quarters. The position peaked at $697K in Q4 2022. 1,090 funds tracked by Wall St. Rank hold IEF as of Q4 2025.

  • Ipsen Advisor Group reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Ipsen Advisor Group sold 2,374 iShares 7-10 Year Treasury Bond ETF shares in Q4 2025, an estimated $229K.
  • Ipsen Advisor Group first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2022 and held it in 5 quarters.
  • Ipsen Advisor Group's iShares 7-10 Year Treasury Bond ETF position peaked at $697K in Q4 2022.
  • 1,090 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q4 2025.

Based on Ipsen Advisor Group's 13F filing for Q4 2025, filed 11 Feb 2026.