London & Capital Asset Management’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

London & Capital Asset 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	–	Sell	-18,453	Closed	-$1.77M	–	92
2025 Q2	$1.77M	Hold	18,453	–	–	0.13%	63
2025 Q1	$1.76M	Buy	18,453 +7,049	+62%	+$660K	0.15%	68
2024 Q4	$1.05M	Sell	11,404 -16,440	-59%	-$1.55M	0.09%	70
2024 Q3	$2.73M	Buy	27,844 +10,344	+59%	+$1,000K	0.22%	51
2024 Q2	$1.64M	Buy	17,500 +7,000	+67%	+$650K	0.14%	57
2024 Q1	$994K	Hold	10,500	–	–	0.08%	62
2023 Q4	$1.01M	Buy	+10,500	New	+$971K	0.08%	62

Other funds holding IEF

Fisher Asset Management Camas, Washington $336B AUM 34.66% 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 $424B AUM 22.96% 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 $202B AUM 37.79% 1-Year Est. Return

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

London & Capital Asset Management's IEF Position: Q3 2025 in Review

London & Capital Asset Management sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q3 2025, closing a stake of 18,453 shares — an estimated $1.77M sold.

London & Capital Asset Management first reported a position in IEF in Q4 2023 and held it in 7 quarters. The position peaked at $2.73M in Q3 2024. 1,001 funds tracked by Wall St. Rank hold IEF as of Q3 2025.

London & Capital Asset Management reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q3 2025 after selling out during the quarter.
London & Capital Asset Management sold 18,453 iShares 7-10 Year Treasury Bond ETF shares in Q3 2025, an estimated $1.77M.
London & Capital Asset Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2023 and held it in 7 quarters.
London & Capital Asset Management's iShares 7-10 Year Treasury Bond ETF position peaked at $2.73M in Q3 2024.
1,001 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2025.

Based on London & Capital Asset Management's 13F filing for Q3 2025, filed 12 Nov 2025.