Marcum Wealth’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Marcum Wealth’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 Q1	$245K	Buy	2,574 +120	+5%	+$11.2K	0.02%	324
2024 Q4	$227K	Buy	2,454 +19	+0.8%	+$1.79K	0.02%	336
2024 Q3	$239K	Buy	2,435 +70	+3%	+$6.77K	0.02%	330
2024 Q2	$221K	Buy	+2,365	New	+$220K	0.02%	324
2023 Q3	–	Sell	-2,143	Closed	-$207K	–	386
2023 Q2	$207K	Buy	2,143 +82	+4%	+$8.06K	0.02%	327
2023 Q1	$204K	Buy	+2,061	New	+$201K	0.03%	323
2020 Q1	–	Sell	-2,344	Closed	-$258K	–	100
2019 Q4	$258K	Buy	+2,344	New	+$261K	0.1%	84

Other funds holding IEF

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

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

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

Marcum Wealth's IEF Position: Q1 2025 in Review

Marcum Wealth increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 4.9% in Q1 2025, buying an estimated $11.2K and bringing the position to 2,574 shares worth $245K. The position accounts for 0.02% of the portfolio, ranked #324.

Marcum Wealth first reported a position in IEF in Q4 2019 and has held it in 7 quarters since. The position peaked at $258K in Q4 2019. 983 funds tracked by Wall St. Rank hold IEF as of Q1 2025.

Marcum Wealth held 2,574 shares of iShares 7-10 Year Treasury Bond ETF worth $245K as of Q1 2025.
Marcum Wealth bought 120 iShares 7-10 Year Treasury Bond ETF shares in Q1 2025, an estimated $11.2K.
iShares 7-10 Year Treasury Bond ETF made up 0.02% of Marcum Wealth's portfolio in Q1 2025, its #324 holding.
Marcum Wealth first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2019 and has held it in 7 quarters since.
Marcum Wealth's iShares 7-10 Year Treasury Bond ETF position peaked at $258K in Q4 2019.
983 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2025.

Based on Marcum Wealth's 13F filing for Q1 2025, filed 2 Apr 2025.