LRWM
IEF icon

Lord & Richards Wealth Management’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Lord & Richards 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
Q2 		– Sell
-91
Closed -$8.68K – 97
2025
Q1 		$8.68K Buy
+91
New +$8.51K 0.01% 122

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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Lord & Richards Wealth Management's IEF Position: Q2 2025 in Review

Lord & Richards Wealth Management sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q2 2025, closing a stake of 91 shares — an estimated $8.68K sold.

Lord & Richards Wealth Management first reported a position in IEF in Q1 2025 and held it in 1 quarter. The position peaked at $8.68K in Q1 2025. 1,012 funds tracked by Wall St. Rank hold IEF as of Q2 2025.

  • Lord & Richards Wealth Management reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Lord & Richards Wealth Management sold 91 iShares 7-10 Year Treasury Bond ETF shares in Q2 2025, an estimated $8.68K.
  • Lord & Richards Wealth Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2025 and held it in 1 quarter.
  • Lord & Richards Wealth Management's iShares 7-10 Year Treasury Bond ETF position peaked at $8.68K in Q1 2025.
  • 1,012 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2025.

Based on Lord & Richards Wealth Management's 13F filing for Q2 2025, filed 5 Aug 2025.