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NewSquare Capital’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

NewSquare Capital’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
-75
Closed -$7.18K – 672
2025
Q2 		$7.18K Hold
75
– – ﹤0.01% 729
2025
Q1 		$7.15K Buy
+75
New +$7.02K ﹤0.01% 613
2023
Q1 		– Sell
-27
Closed -$2.59K – 920
2022
Q4 		$2.59K Hold
27
– – ﹤0.01% 452
2022
Q3 		$3K Hold
27
– – ﹤0.01% 330
2022
Q2 		$3K Hold
27
– – ﹤0.01% 306
2022
Q1 		$3K Buy
+27
New +$3K ﹤0.01% 325
2019
Q3 		– Sell
-30
Closed -$3K – 314
2019
Q2 		$3K Buy
+30
New +$3.21K ﹤0.01% 313
2018
Q2 		– Sell
-20
Closed -$2K – 320
2018
Q1 		$2K Sell
20
-121
-86% -$12.5K ﹤0.01% 310
2017
Q4 		$15K Buy
141
+66
+88% +$7K ﹤0.01% 214
2017
Q3 		$8K Sell
75
-10
-12% -$1.07K ﹤0.01% 224
2017
Q2 		$9K Hold
85
– – ﹤0.01% 208
2017
Q1 		$9K Sell
85
-120
-59% -$12.6K ﹤0.01% 209
2016
Q4 		$21K Hold
205
– – 0.01% 182
2016
Q3 		$23K Sell
205
-850
-81% -$95.3K 0.01% 197
2016
Q2 		$119K Sell
1,055
-51,392
-98% -$5.68M 0.03% 133
2016
Q1 		$5.79M Sell
52,447
-1,490
-3% -$163K 1.66% 7
2015
Q4 		$5.7M Sell
53,937
-2,618
-5% -$279K 1.6% 14
2015
Q3 		$6.1M Buy
56,555
+1,290
+2% +$137K 1.8% 16
2015
Q2 		$5.8M Sell
55,265
-6,815
-11% -$726K 1.72% 18
2015
Q1 		$6.73M Sell
62,080
-6,253
-9% -$675K 2.07% 17
2014
Q4 		$7.24M Sell
68,333
-6,877
-9% -$725K 2.44% 12
2014
Q3 		$7.79M Sell
75,210
-5,505
-7% -$571K 2.77% 8
2014
Q2 		$8.36M Buy
+80,715
New +$8.29M 3% 6

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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 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

NewSquare Capital's IEF Position: Q3 2025 in Review

NewSquare Capital sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q3 2025, closing a stake of 75 shares — an estimated $7.18K sold.

NewSquare Capital first reported a position in IEF in Q2 2014 and held it in 23 quarters. The position peaked at $8.36M in Q2 2014. 1,001 funds tracked by Wall St. Rank hold IEF as of Q3 2025.

  • NewSquare Capital reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q3 2025 after selling out during the quarter.
  • NewSquare Capital sold 75 iShares 7-10 Year Treasury Bond ETF shares in Q3 2025, an estimated $7.18K.
  • NewSquare Capital first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2014 and held it in 23 quarters.
  • NewSquare Capital's iShares 7-10 Year Treasury Bond ETF position peaked at $8.36M in Q2 2014.
  • 1,001 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2025.

Based on NewSquare Capital's 13F filing for Q3 2025, filed 12 Nov 2025.