Ogorek Anthony Joseph’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Ogorek Anthony Joseph’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	–	Sell	-87	Closed	-$8.23K	–	657
2025 Q1	$8K	Sell	87 -233,717	-100%	-$21.9M	﹤0.01%	399
2024 Q4	$21.6M	Sell	233,804 -12,460	-5%	-$1.18M	6.88%	4
2024 Q3	$24.2M	Buy	246,264 +6,674	+3%	+$645K	8.29%	3
2024 Q2	$22.4M	Buy	239,590 +91,312	+62%	+$8.48M	7.8%	5
2024 Q1	$14M	Buy	148,278 +1,432	+1%	+$136K	4.88%	6
2023 Q4	$14.2M	Sell	146,846 -17,281	-11%	-$1.6M	5.14%	4
2023 Q3	$15M	Sell	164,127 -7,351	-4%	-$693K	5.93%	3
2023 Q2	$16.6M	Buy	171,478 +100,949	+143%	+$9.92M	6.34%	4
2023 Q1	$6.99M	Buy	70,529 +69,421	+6,265%	+$6.79M	2.86%	13
2022 Q4	$106K	Buy	+1,108	New	+$106K	0.05%	67
2022 Q2	–	Sell	-17	Closed	-$1K	–	234
2022 Q1	$1K	Hold	17	–	–	﹤0.01%	233
2021 Q4	$1K	Buy	+17	New	+$1.95K	﹤0.01%	233

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

Ogorek Anthony Joseph's IEF Position: Q2 2025 in Review

Ogorek Anthony Joseph sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q2 2025, closing a stake of 87 shares — an estimated $8.23K sold.

Ogorek Anthony Joseph first reported a position in IEF in Q4 2021 and held it in 12 quarters. The position peaked at $24.2M in Q3 2024. 1,013 funds tracked by Wall St. Rank hold IEF as of Q2 2025.

Ogorek Anthony Joseph reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q2 2025 after selling out during the quarter.
Ogorek Anthony Joseph sold 87 iShares 7-10 Year Treasury Bond ETF shares in Q2 2025, an estimated $8.23K.
Ogorek Anthony Joseph first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2021 and held it in 12 quarters.
Ogorek Anthony Joseph's iShares 7-10 Year Treasury Bond ETF position peaked at $24.2M in Q3 2024.
1,013 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2025.

Based on Ogorek Anthony Joseph's 13F filing for Q2 2025, filed 8 Aug 2025.