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NorthRock Partners’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

NorthRock Partners’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
2026
Q1 		$50M Buy
524,082
+115,889
+28% +$11.1M 0.81% 27
2025
Q4 		$39.3M Buy
408,193
+395,788
+3,191% +$38.3M 0.66% 32
2025
Q3 		$1.2M Buy
+12,405
New +$1.19M 0.02% 307
2025
Q2 		– Sell
-1,316
Closed -$126K – 794
2025
Q1 		$126K Buy
1,316
+311
+31% +$29.1K ﹤0.01% 610
2024
Q4 		$92.9K Sell
1,005
-1,682
-63% -$159K ﹤0.01% 622
2024
Q3 		$264K Sell
2,687
-283
-10% -$27.4K 0.01% 538
2024
Q2 		$278K Buy
2,970
+1,510
+103% +$140K 0.01% 498
2024
Q1 		$138K Buy
1,460
+130
+10% +$12.3K 0.01% 610
2023
Q4 		$128K Buy
+1,330
New +$123K 0.01% 574

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 $1.47T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return