Madrona Financial Services’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Madrona Financial Services’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	-2,538	Closed	-$242K	–	121
2025 Q1	$242K	Buy	2,538 +48	+2%	+$4.49K	0.07%	94
2024 Q4	$230K	Sell	2,490 -78,471	-97%	-$7.41M	0.06%	98
2024 Q3	$7.94M	Buy	80,961 +6,968	+9%	+$674K	2.21%	14
2024 Q2	$6.93M	Buy	73,993 +6,271	+9%	+$583K	2.13%	14
2024 Q1	$6.41M	Buy	67,722 +19,566	+41%	+$1.85M	2.23%	12
2023 Q4	$4.64M	Buy	+48,156	New	+$4.45M	1.83%	15

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

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

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

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

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

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

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

Madrona Financial Services's IEF Position: Q2 2025 in Review

Madrona Financial Services sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q2 2025, closing a stake of 2,538 shares — an estimated $242K sold.

Madrona Financial Services first reported a position in IEF in Q4 2023 and held it in 6 quarters. The position peaked at $7.94M in Q3 2024. 1,012 funds tracked by Wall St. Rank hold IEF as of Q2 2025.

Madrona Financial Services reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q2 2025 after selling out during the quarter.
Madrona Financial Services sold 2,538 iShares 7-10 Year Treasury Bond ETF shares in Q2 2025, an estimated $242K.
Madrona Financial Services first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2023 and held it in 6 quarters.
Madrona Financial Services's iShares 7-10 Year Treasury Bond ETF position peaked at $7.94M in Q3 2024.
1,012 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2025.

Based on Madrona Financial Services's 13F filing for Q2 2025, filed 18 Jul 2025.