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Lokken Investment Group’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Lokken Investment 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
Q3 		$1.81M Sell
18,755
-547
-3% -$52.3K 0.62% 44
2025
Q2 		$1.85M Sell
19,302
-241
-1% -$22.8K 0.71% 35
2025
Q1 		$1.86M Buy
+19,543
New +$1.83M 0.79% 31

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 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

Lokken Investment Group's IEF Position: Q3 2025 in Review

Lokken Investment Group reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 2.8% in Q3 2025, selling an estimated $52.3K and leaving 18,755 shares worth $1.81M. The position accounts for 0.62% of the portfolio, ranked #44.

Lokken Investment Group first reported a position in IEF in Q1 2025 and has held it in 3 quarters since. The position peaked at $1.86M in Q1 2025. 1,000 funds tracked by Wall St. Rank hold IEF as of Q3 2025.

  • Lokken Investment Group held 18,755 shares of iShares 7-10 Year Treasury Bond ETF worth $1.81M as of Q3 2025.
  • Lokken Investment Group sold 547 iShares 7-10 Year Treasury Bond ETF shares in Q3 2025, an estimated $52.3K.
  • iShares 7-10 Year Treasury Bond ETF made up 0.62% of Lokken Investment Group's portfolio in Q3 2025, its #44 holding.
  • Lokken Investment Group first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2025 and has held it in 3 quarters since.
  • Lokken Investment Group's iShares 7-10 Year Treasury Bond ETF position peaked at $1.86M in Q1 2025.
  • 1,000 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2025.

Based on Lokken Investment Group's 13F filing for Q3 2025, filed 5 Nov 2025.