J.W. Coons Advisors’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

J.W. Coons 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 Q2	$1.23M	Hold	12,844	–	–	0.28%	82
2025 Q1	$1.22M	Hold	12,844	–	–	0.32%	76
2024 Q4	$1.19M	Sell	12,844 -395	-3%	-$37.3K	0.31%	77
2024 Q3	$1.3M	Buy	13,239 +135	+1%	+$13.1K	0.32%	77
2024 Q2	$1.23M	Buy	13,104 +490	+4%	+$45.5K	0.3%	72
2024 Q1	$1.19M	Buy	12,614 +370	+3%	+$35.1K	0.27%	75
2023 Q4	$1.18M	Sell	12,244 -2,690	-18%	-$249K	0.32%	75
2023 Q3	$1.37M	Buy	14,934 +1,525	+11%	+$144K	0.39%	61
2023 Q2	$1.3M	Buy	13,409 +345	+3%	+$33.9K	0.35%	70
2023 Q1	$1.29M	Sell	13,064 -115	-0.9%	-$11.2K	0.37%	67
2022 Q4	$1.26M	Sell	13,179 -181	-1%	-$17.4K	0.38%	66
2022 Q3	$1.28M	Sell	13,360 -821	-6%	-$83.3K	0.49%	60
2022 Q2	$1.45M	Buy	14,181 +2,270	+19%	+$233K	0.51%	57
2022 Q1	$1.28M	Buy	11,911 +1,750	+17%	+$194K	0.38%	68
2021 Q4	$1.17M	Sell	10,161 -480	-5%	-$55.2K	0.35%	74
2021 Q3	$1.23M	Hold	10,641	–	–	0.42%	69
2021 Q2	$1.23M	Sell	10,641 -550	-5%	-$62.9K	0.44%	64
2021 Q1	$1.26M	Buy	11,191 +265	+2%	+$30.9K	0.45%	65
2020 Q4	$1.31M	Buy	10,926 +400	+4%	+$48.1K	0.5%	57
2020 Q3	$1.28M	Buy	10,526 +1,650	+19%	+$201K	0.53%	55
2020 Q2	$1.08M	Sell	8,876 -995	-10%	-$121K	0.48%	60
2020 Q1	$1.2M	Buy	+9,871	New	+$1.14M	0.63%	50

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

J.W. Coons Advisors's IEF Position: Q2 2025 in Review

J.W. Coons Advisors held its iShares 7-10 Year Treasury Bond ETF (IEF) position steady in Q2 2025 at 12,844 shares worth $1.23M. The position accounts for 0.28% of the portfolio, ranked #82.

J.W. Coons Advisors first reported a position in IEF in Q1 2020 and has held it in 22 quarters since. The position peaked at $1.45M in Q2 2022. 1,013 funds tracked by Wall St. Rank hold IEF as of Q2 2025.

J.W. Coons Advisors held 12,844 shares of iShares 7-10 Year Treasury Bond ETF worth $1.23M as of Q2 2025.
J.W. Coons Advisors left its iShares 7-10 Year Treasury Bond ETF share count unchanged in Q2 2025.
iShares 7-10 Year Treasury Bond ETF made up 0.28% of J.W. Coons Advisors's portfolio in Q2 2025, its #82 holding.
J.W. Coons Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2020 and has held it in 22 quarters since.
J.W. Coons Advisors's iShares 7-10 Year Treasury Bond ETF position peaked at $1.45M in Q2 2022.
1,013 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2025.

Based on J.W. Coons Advisors's 13F filing for Q2 2025, filed 5 Aug 2025.