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

Moser Wealth Advisors’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 Q2	$5.84K	Buy	+61	New	+$5.77K	﹤0.01%	156
2021 Q3	–	Sell	-55	Closed	-$6K	–	146
2021 Q2	$6K	Hold	55	–	–	﹤0.01%	121
2021 Q1	$6K	Buy	+55	New	+$6.41K	﹤0.01%	116

Other funds holding IEF

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Moser Wealth Advisors's IEF Position: Q2 2025 in Review

Moser Wealth Advisors opened a new position in iShares 7-10 Year Treasury Bond ETF (IEF) in Q2 2025: 61 shares worth $5.84K. The stake represents ﹤0.01% of the portfolio and ranks #156 among its holdings. This is a return to the name: Moser Wealth Advisors previously reported a position in IEF as recently as Q2 2021.

Moser Wealth Advisors first reported a position in IEF in Q1 2021 and has held it in 3 quarters since. The position peaked at $6K in Q2 2021. 1,012 funds tracked by Wall St. Rank hold IEF as of Q2 2025.

Moser Wealth Advisors held 61 shares of iShares 7-10 Year Treasury Bond ETF worth $5.84K as of Q2 2025.
iShares 7-10 Year Treasury Bond ETF was a new Moser Wealth Advisors position in Q2 2025.
iShares 7-10 Year Treasury Bond ETF made up ﹤0.01% of Moser Wealth Advisors's portfolio in Q2 2025, its #156 holding.
Moser Wealth Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2021 and has held it in 3 quarters since.
Moser Wealth Advisors's iShares 7-10 Year Treasury Bond ETF position peaked at $6K in Q2 2021.
1,012 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2025.

Based on Moser Wealth Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.