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Litman Gregory Wealth Management’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Litman Gregory 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
Q4 		$6.17M Sell
64,206
-1,039
-2% -$101K 0.45% 44
2025
Q3 		$6.29M Sell
65,245
-2,825
-4% -$270K 0.47% 42
2025
Q2 		$6.52M Buy
68,070
+170
+0.3% +$16.1K 0.51% 42
2025
Q1 		$6.48M Sell
67,900
-171
-0.3% -$16K 0.56% 40
2024
Q4 		$6.29M Buy
68,071
+4,071
+6% +$385K 0.55% 39
2024
Q3 		$6.28M Sell
64,000
-808
-1% -$78.1K 0.52% 40
2024
Q2 		$6.07M Sell
64,808
-130
-0.2% -$12.1K 0.54% 39
2024
Q1 		$6.15M Buy
64,938
+2,111
+3% +$200K 0.56% 39
2023
Q4 		$6.06M Buy
62,827
+1,107
+2% +$102K 0.57% 38
2023
Q3 		$5.65M Buy
61,720
+3,338
+6% +$315K 0.58% 38
2023
Q2 		$5.64M Buy
+58,382
New +$5.74M 0.7% 22
2023
Q1 		– Sell
-57,961
Closed -$5.55M – 63
2022
Q4 		$5.55M Buy
57,961
+1,934
+3% +$186K 0.78% 22
2022
Q3 		$5.38M Buy
56,027
+1,717
+3% +$174K 0.86% 20
2022
Q2 		$5.56M Sell
54,310
-65
-0.1% -$6.67K 0.82% 23
2022
Q1 		$5.84M Buy
54,375
+772
+1% +$85.7K 0.86% 22
2021
Q4 		$6.16M Sell
53,603
-2,161
-4% -$248K 1.05% 19
2021
Q3 		$6.42M Buy
55,764
+42,382
+317% +$4.96M 1.21% 16
2021
Q2 		$13.4M Sell
13,382
-254,261
-95% -$29.1M 2.5% 8
2021
Q1 		$30.2M Sell
267,643
-8,171
-3% -$952K 5.92% 5
2020
Q4 		$33.1M Sell
275,814
-13,415
-5% -$1.61M 6.08% 6
2020
Q3 		$35.2M Buy
289,229
+4,405
+2% +$537K 7.28% 4
2020
Q2 		$34.7M Buy
284,824
+41,972
+17% +$5.1M 7.66% 4
2020
Q1 		$29.5M Sell
242,852
-40,809
-14% -$4.7M 7.42% 5
2019
Q4 		$31.3M Sell
283,661
-7,941
-3% -$885K 6.96% 5
2019
Q3 		$32.8M Buy
291,602
+251,316
+624% +$28M 8.02% 5
2019
Q2 		$4.43M Sell
40,286
-774
-2% -$83K 1.17% 14
2019
Q1 		$4.38M Buy
41,060
+1,565
+4% +$164K 1.19% 14
2018
Q4 		$4.12M Sell
39,495
-3,427
-8% -$347K 1.26% 14
2018
Q3 		$4.34M Buy
42,922
+6,631
+18% +$676K 1.46% 14
2018
Q2 		$3.72M Buy
36,291
+202
+0.6% +$20.6K 1.47% 14
2018
Q1 		$3.72M Sell
36,089
-400
-1% -$41.2K 1.52% 12
2017
Q4 		$3.85M Buy
36,489
+1,638
+5% +$174K 1.16% 11
2017
Q3 		$3.71M Buy
34,851
+667
+2% +$71.5K 1.81% 9
2017
Q2 		$3.64M Buy
34,184
+947
+3% +$101K 2.07% 9
2017
Q1 		$3.51M Buy
33,237
+1,238
+4% +$130K 2.17% 10
2016
Q4 		$3.35M Buy
31,999
+2,099
+7% +$225K 2.25% 10
2016
Q3 		$3.35M Buy
29,900
+835
+3% +$93.6K 2.43% 7
2016
Q2 		$3.28M Hold
29,065
– – 2.61% 7
2016
Q1 		$3.21M Sell
29,065
-1,999
-6% -$218K 2.53% 7
2015
Q4 		$3.28M Buy
+31,064
New +$3.31M 2.36% 10
2014
Q3 		$3.22M Buy
31,080
+905
+3% +$93.8K 4.33% 6
2014
Q2 		$3.13M Sell
30,175
-74
-0.2% -$7.6K 5.6% 6
2014
Q1 		$3.08M Buy
30,249
+596
+2% +$60.5K 3.71% 7
2013
Q4 		$2.94M Buy
29,653
+993
+3% +$101K 3.63% 7
2013
Q3 		$2.93M Buy
28,660
+2,460
+9% +$249K 3.51% 6
2013
Q2 		$2.69M Buy
+26,200
New +$2.79M 3% 9

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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Litman Gregory Wealth Management's IEF Position: Q4 2025 in Review

Litman Gregory Wealth Management reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 1.6% in Q4 2025, selling an estimated $101K and leaving 64,206 shares worth $6.17M. The position accounts for 0.45% of the portfolio, ranked #44.

Litman Gregory Wealth Management first reported a position in IEF in Q2 2013 and has held it in 46 quarters since. The position peaked at $35.2M in Q3 2020. 1,090 funds tracked by Wall St. Rank hold IEF as of Q4 2025.

  • Litman Gregory Wealth Management held 64,206 shares of iShares 7-10 Year Treasury Bond ETF worth $6.17M as of Q4 2025.
  • Litman Gregory Wealth Management sold 1,039 iShares 7-10 Year Treasury Bond ETF shares in Q4 2025, an estimated $101K.
  • iShares 7-10 Year Treasury Bond ETF made up 0.45% of Litman Gregory Wealth Management's portfolio in Q4 2025, its #44 holding.
  • Litman Gregory Wealth Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2013 and has held it in 46 quarters since.
  • Litman Gregory Wealth Management's iShares 7-10 Year Treasury Bond ETF position peaked at $35.2M in Q3 2020.
  • 1,090 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q4 2025.

Based on Litman Gregory Wealth Management's 13F filing for Q4 2025, filed 12 Feb 2026.