Laird Norton Wetherby Wealth Management’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Laird Norton Wetherby Wealth Management’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 Q3	$748K	Hold	7,754	–	–	0.03%	453
2025 Q2	$743K	Buy	+7,754	New	+$733K	0.03%	447
2024 Q4	$717K	Hold	7,754	–	–	0.03%	425
2024 Q3	$761K	Sell	7,754 -204	-3%	-$19.7K	0.03%	432
2024 Q2	$745K	Hold	7,958	–	–	0.04%	419
2024 Q1	$753K	Hold	7,958	–	–	0.04%	427
2023 Q4	$767K	Sell	7,958 -5,505	-41%	-$509K	0.04%	416
2023 Q3	$1.23M	Buy	13,463 +7,551	+128%	+$712K	0.07%	291
2023 Q2	$571K	Buy	5,912 +2	+0%	+$197	0.03%	484
2023 Q1	$586K	Sell	5,910 -10,835	-65%	-$1.06M	0.03%	480
2022 Q4	$1.6M	Buy	16,745 +8,371	+100%	+$804K	0.1%	215
2022 Q3	$804K	Buy	+8,374	New	+$850K	0.06%	338

Other funds holding IEF

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Laird Norton Wetherby Wealth Management's IEF Position: Q3 2025 in Review

Laird Norton Wetherby Wealth Management held its iShares 7-10 Year Treasury Bond ETF (IEF) position steady in Q3 2025 at 7,754 shares worth $748K. The position accounts for 0.03% of the portfolio, ranked #453.

Laird Norton Wetherby Wealth Management first reported a position in IEF in Q3 2022 and has held it in 12 quarters since. The position peaked at $1.6M in Q4 2022. 1,000 funds tracked by Wall St. Rank hold IEF as of Q3 2025.

Laird Norton Wetherby Wealth Management held 7,754 shares of iShares 7-10 Year Treasury Bond ETF worth $748K as of Q3 2025.
Laird Norton Wetherby Wealth Management left its iShares 7-10 Year Treasury Bond ETF share count unchanged in Q3 2025.
iShares 7-10 Year Treasury Bond ETF made up 0.03% of Laird Norton Wetherby Wealth Management's portfolio in Q3 2025, its #453 holding.
Laird Norton Wetherby Wealth Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2022 and has held it in 12 quarters since.
Laird Norton Wetherby Wealth Management's iShares 7-10 Year Treasury Bond ETF position peaked at $1.6M in Q4 2022.
1,000 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2025.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.