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OneAscent Financial Services’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

OneAscent Financial Services’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
Q1 		– Sell
-4,905
Closed -$453K – 505
2024
Q4 		$453K Buy
+4,905
New +$463K 0.04% 279
2024
Q1 		– Sell
-2,149
Closed -$207K – 395
2023
Q4 		$207K Sell
2,149
-7,986
-79% -$739K 0.03% 343
2023
Q3 		$928K Buy
+10,135
New +$956K 0.24% 74

Other funds holding IEF

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

OneAscent Financial Services's IEF Position: Q1 2025 in Review

OneAscent Financial Services sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q1 2025, closing a stake of 4,905 shares — an estimated $453K sold.

OneAscent Financial Services first reported a position in IEF in Q3 2023 and held it in 3 quarters. The position peaked at $928K in Q3 2023. 983 funds tracked by Wall St. Rank hold IEF as of Q1 2025.

  • OneAscent Financial Services reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q1 2025 after selling out during the quarter.
  • OneAscent Financial Services sold 4,905 iShares 7-10 Year Treasury Bond ETF shares in Q1 2025, an estimated $453K.
  • OneAscent Financial Services first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2023 and held it in 3 quarters.
  • OneAscent Financial Services's iShares 7-10 Year Treasury Bond ETF position peaked at $928K in Q3 2023.
  • 983 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2025.

Based on OneAscent Financial Services's 13F filing for Q1 2025, filed 5 May 2025.