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

Navellier & Associates’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
-58,446
Closed -$5.6M – 368
2025
Q2 		$5.6M Sell
58,446
-10,615
-15% -$1M 0.69% 39
2025
Q1 		$6.53M Buy
+69,061
New +$6.46M 0.9% 29
2023
Q3 		– Sell
-3,848
Closed -$372K – 326
2023
Q2 		$372K Buy
+3,848
New +$378K 0.07% 202
2023
Q1 		– Sell
-138,670
Closed -$13.3M – 286
2022
Q4 		$13.3M Sell
138,670
-7,309
-5% -$702K 2.71% 4
2022
Q3 		$14M Buy
+145,979
New +$14.8M 3.12% 2
2019
Q4 		– Sell
-3,523
Closed -$396K – 301
2019
Q3 		$396K Buy
+3,523
New +$393K 0.07% 198
2019
Q1 		– Sell
-1,176,802
Closed -$123M – 255
2018
Q4 		$123M Buy
+1,176,802
New +$119M 20.85% 1
2016
Q4 		– Sell
-29,256
Closed -$3.27M – 296
2016
Q3 		$3.27M Buy
29,256
+27,353
+1,437% +$3.07M 0.47% 69
2016
Q2 		$215K Sell
1,903
-192,330
-99% -$21.3M 0.03% 222
2016
Q1 		$21.4M Buy
194,233
+13,811
+8% +$1.51M 2.78% 4
2015
Q4 		$19.1M Sell
180,422
-21,717
-11% -$2.32M 2.1% 19
2015
Q3 		$21.8M Buy
+202,139
New +$21.5M 2.2% 16
2015
Q2 		– Sell
-17,115
Closed -$1.85M – 373
2015
Q1 		$1.85M Buy
17,115
+5,704
+50% +$615K 0.17% 72
2014
Q4 		$1.21M Buy
+11,411
New +$1.2M 0.06% 95
2013
Q4 		– Sell
-335,313
Closed -$34.2M – 325
2013
Q3 		$34.2M Buy
+335,313
New +$33.9M 1.01% 56

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

Navellier & Associates's IEF Position: Q3 2025 in Review

Navellier & Associates sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q3 2025, closing a stake of 58,446 shares — an estimated $5.6M sold.

Navellier & Associates first reported a position in IEF in Q3 2013 and held it in 15 quarters. The position peaked at $123M in Q4 2018. 1,000 funds tracked by Wall St. Rank hold IEF as of Q3 2025.

  • Navellier & Associates reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Navellier & Associates sold 58,446 iShares 7-10 Year Treasury Bond ETF shares in Q3 2025, an estimated $5.6M.
  • Navellier & Associates first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2013 and held it in 15 quarters.
  • Navellier & Associates's iShares 7-10 Year Treasury Bond ETF position peaked at $123M in Q4 2018.
  • 1,000 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2025.

Based on Navellier & Associates's 13F filing for Q3 2025, filed 6 Nov 2025.