Oxford Financial Group’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Oxford Financial Group’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	-1,622	Closed	-$150K	–	279
2024 Q4	$150K	Buy	+1,622	New	+$153K	0.01%	252
2024 Q3	–	Sell	-290	Closed	-$27.2K	–	314
2024 Q2	$27.2K	Hold	290	–	–	﹤0.01%	292
2024 Q1	$27.5K	Sell	290 -78	-21%	-$7.39K	﹤0.01%	256
2023 Q4	$35.5K	Buy	+368	New	+$34K	﹤0.01%	269
2022 Q2	–	Sell	-31	Closed	-$3K	–	280
2022 Q1	$3K	Buy	+31	New	+$3.44K	﹤0.01%	256

Other funds holding IEF

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Oxford Financial Group's IEF Position: Q1 2025 in Review

Oxford Financial Group sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q1 2025, closing a stake of 1,622 shares — an estimated $150K sold.

Oxford Financial Group first reported a position in IEF in Q1 2022 and held it in 5 quarters. The position peaked at $150K in Q4 2024. 983 funds tracked by Wall St. Rank hold IEF as of Q1 2025.

Oxford Financial Group reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q1 2025 after selling out during the quarter.
Oxford Financial Group sold 1,622 iShares 7-10 Year Treasury Bond ETF shares in Q1 2025, an estimated $150K.
Oxford Financial Group first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2022 and held it in 5 quarters.
Oxford Financial Group's iShares 7-10 Year Treasury Bond ETF position peaked at $150K in Q4 2024.
983 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2025.

Based on Oxford Financial Group's 13F filing for Q1 2025, filed 15 May 2025.