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McElhenny Sheffield Capital Management’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

McElhenny Sheffield Capital 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
-4,228
Closed -$405K – 116
2025
Q2 		$405K Sell
4,228
-575,446
-99% -$54.4M 0.11% 71
2025
Q1 		$55.3M Buy
+579,674
New +$54.2M 20.72% 2
2023
Q2 		– Sell
-10,357
Closed -$1.03M – 98
2023
Q1 		$1.03M Sell
10,357
-3,655
-26% -$357K 0.54% 27
2022
Q4 		$1.34M Sell
14,012
-1,747
-11% -$168K 0.62% 17
2022
Q3 		$1.51M Sell
15,759
-545
-3% -$55.3K 1.15% 10
2022
Q2 		$1.67M Sell
16,304
-4,213
-21% -$432K 0.78% 10
2022
Q1 		$2.21M Buy
+20,517
New +$2.28M 0.77% 15
2021
Q4 		– Sell
-510,773
Closed -$58.9M – 129
2021
Q3 		$58.9M Buy
+510,773
New +$59.7M 26.65% 1

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 $1.47T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B 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 $245B 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