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Orion Portfolio Solutions’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Orion Portfolio Solutions’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 		$3.18M Buy
33,336
+24,863
+293% +$2.33M 0.03% 504
2024
Q4 		$783K Sell
8,473
-139,955
-94% -$13.2M 0.01% 1169
2024
Q3 		$14.6M Buy
148,428
+22,228
+18% +$2.15M 0.15% 138
2024
Q2 		$11.8M Buy
126,200
+18,649
+17% +$1.73M 0.12% 154
2024
Q1 		$10.2M Buy
107,551
+29,218
+37% +$2.77M 0.11% 195
2023
Q4 		$7.49M Buy
78,333
+37,928
+94% +$3.51M 0.09% 225
2023
Q3 		$3.7M Buy
40,405
+18,353
+83% +$1.73M 0.04% 375
2023
Q2 		$2.13M Buy
22,052
+2,153
+11% +$212K 0.02% 624
2023
Q1 		$1.97M Buy
19,899
+10,422
+110% +$1.02M 0.02% 596
2022
Q4 		$908K Sell
9,477
-1,847
-16% -$177K 0.03% 335
2022
Q3 		$1.09M Sell
11,324
-299
-3% -$30.3K 0.04% 242
2022
Q2 		$1.19M Buy
+11,623
New +$1.19M 0.05% 228
2021
Q2 		– Sell
-5,767
Closed -$651K – 622
2021
Q1 		$651K Sell
5,767
-227
-4% -$26.4K 0.03% 272
2020
Q4 		$719K Sell
5,994
-1,158
-16% -$139K 0.03% 238
2020
Q3 		$871K Sell
7,152
-17,627
-71% -$2.15M 0.05% 197
2020
Q2 		$3.02M Sell
24,779
-14,083
-36% -$1.71M 0.16% 86
2020
Q1 		$4.72M Buy
38,862
+15,136
+64% +$1.74M 0.32% 44
2019
Q4 		$2.62M Buy
+23,726
New +$2.65M 0.21% 75

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

Orion Portfolio Solutions's IEF Position: Q1 2025 in Review

Orion Portfolio Solutions increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 293% in Q1 2025, buying an estimated $2.33M and bringing the position to 33,336 shares worth $3.18M. The position accounts for 0.03% of the portfolio, ranked #504.

Orion Portfolio Solutions first reported a position in IEF in Q4 2019 and has held it in 18 quarters since. The position peaked at $14.6M in Q3 2024. 983 funds tracked by Wall St. Rank hold IEF as of Q1 2025.

  • Orion Portfolio Solutions held 33,336 shares of iShares 7-10 Year Treasury Bond ETF worth $3.18M as of Q1 2025.
  • Orion Portfolio Solutions bought 24,863 iShares 7-10 Year Treasury Bond ETF shares in Q1 2025, an estimated $2.33M.
  • iShares 7-10 Year Treasury Bond ETF made up 0.03% of Orion Portfolio Solutions's portfolio in Q1 2025, its #504 holding.
  • Orion Portfolio Solutions first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2019 and has held it in 18 quarters since.
  • Orion Portfolio Solutions's iShares 7-10 Year Treasury Bond ETF position peaked at $14.6M in Q3 2024.
  • 983 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.