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

Montis Financial’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 		– Sell
-5,475
Closed -$506K – 146
2024
Q4 		$506K Hold
5,475
– – 0.16% 86
2024
Q3 		$537K Hold
5,475
– – 0.19% 61
2024
Q2 		$513K Hold
5,475
– – 0.24% 46
2024
Q1 		$518K Buy
+5,475
New +$519K 0.25% 45

Other funds holding IEF

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Montis Financial's IEF Position: Q1 2025 in Review

Montis Financial sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q1 2025, closing a stake of 5,475 shares — an estimated $506K sold.

Montis Financial first reported a position in IEF in Q1 2024 and held it in 4 quarters. The position peaked at $537K in Q3 2024. 983 funds tracked by Wall St. Rank hold IEF as of Q1 2025.

  • Montis Financial reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Montis Financial sold 5,475 iShares 7-10 Year Treasury Bond ETF shares in Q1 2025, an estimated $506K.
  • Montis Financial first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2024 and held it in 4 quarters.
  • Montis Financial's iShares 7-10 Year Treasury Bond ETF position peaked at $537K in Q3 2024.
  • 983 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2025.

Based on Montis Financial's 13F filing for Q1 2025, filed 2 May 2025.