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MJT & Associates Financial Advisory’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

MJT & Associates Financial Advisory’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
Q4 		– Sell
-15
Closed -$1.45K – 463
2025
Q3 		$1.45K Sell
15
-2
-12% -$191 ﹤0.01% 411
2025
Q2 		$1.63K Hold
17
– – ﹤0.01% 412
2025
Q1 		$1.62K Buy
+17
New +$1.59K ﹤0.01% 414

Other funds holding IEF

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

MJT & Associates Financial Advisory's IEF Position: Q4 2025 in Review

MJT & Associates Financial Advisory sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q4 2025, closing a stake of 15 shares — an estimated $1.45K sold.

MJT & Associates Financial Advisory first reported a position in IEF in Q1 2025 and held it in 3 quarters. The position peaked at $1.63K in Q2 2025. 1,091 funds tracked by Wall St. Rank hold IEF as of Q4 2025.

  • MJT & Associates Financial Advisory reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q4 2025 after selling out during the quarter.
  • MJT & Associates Financial Advisory sold 15 iShares 7-10 Year Treasury Bond ETF shares in Q4 2025, an estimated $1.45K.
  • MJT & Associates Financial Advisory first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2025 and held it in 3 quarters.
  • MJT & Associates Financial Advisory's iShares 7-10 Year Treasury Bond ETF position peaked at $1.63K in Q2 2025.
  • 1,091 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q4 2025.

Based on MJT & Associates Financial Advisory's 13F filing for Q4 2025, filed 10 Feb 2026.