MSAM
IEF icon

Moloney Securities Asset Management’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Moloney Securities Asset 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 		$3.82M Buy
39,557
+35,244
+817% +$3.37M 0.45% 52
2025
Q2 		$413K Buy
+4,313
New +$408K 0.05% 299
2023
Q3 		– Sell
-119,306
Closed -$11.5M – 441
2023
Q2 		$11.5M Buy
119,306
+77,832
+188% +$7.65M 2.04% 5
2023
Q1 		$4.11M Sell
41,474
-3,117
-7% -$305K 0.77% 20
2022
Q4 		$4.27M Sell
44,591
-1,557
-3% -$150K 0.94% 20
2022
Q3 		$4.43M Sell
46,148
-992
-2% -$101K 1.07% 15
2022
Q2 		$4.82M Sell
47,140
-262
-0.6% -$26.9K 1.13% 15
2022
Q1 		$5.09M Sell
47,402
-386,241
-89% -$42.9M 0.99% 16
2021
Q4 		$49.9M Buy
+433,643
New +$49.8M 8.47% 1
2018
Q1 		– Sell
-1,900
Closed -$201K – 303
2017
Q4 		$201K Sell
1,900
-251
-12% -$26.6K 0.08% 243
2017
Q3 		$229K Sell
2,151
-171
-7% -$18.3K 0.1% 228
2017
Q2 		$248K Buy
2,322
+69
+3% +$7.37K 0.12% 198
2017
Q1 		$238K Buy
2,253
+62
+3% +$6.51K 0.12% 204
2016
Q4 		$230K Buy
+2,191
New +$235K 0.14% 183

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B 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 $269B 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

Moloney Securities Asset Management's IEF Position: Q3 2025 in Review

Moloney Securities Asset Management increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 817% in Q3 2025, buying an estimated $3.37M and bringing the position to 39,557 shares worth $3.82M. The position accounts for 0.45% of the portfolio, ranked #52.

Moloney Securities Asset Management first reported a position in IEF in Q4 2016 and has held it in 14 quarters since. The position peaked at $49.9M in Q4 2021. 1,000 funds tracked by Wall St. Rank hold IEF as of Q3 2025.

  • Moloney Securities Asset Management held 39,557 shares of iShares 7-10 Year Treasury Bond ETF worth $3.82M as of Q3 2025.
  • Moloney Securities Asset Management bought 35,244 iShares 7-10 Year Treasury Bond ETF shares in Q3 2025, an estimated $3.37M.
  • iShares 7-10 Year Treasury Bond ETF made up 0.45% of Moloney Securities Asset Management's portfolio in Q3 2025, its #52 holding.
  • Moloney Securities Asset Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2016 and has held it in 14 quarters since.
  • Moloney Securities Asset Management's iShares 7-10 Year Treasury Bond ETF position peaked at $49.9M in Q4 2021.
  • 1,000 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2025.

Based on Moloney Securities Asset Management's 13F filing for Q3 2025, filed 5 Nov 2025.