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Painted Porch Advisors’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Painted Porch Advisors’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
-364
Closed -$33.7K – 554
2024
Q4 		$33.7K Buy
+364
New +$34.4K 0.02% 180

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JP Morgan Chase
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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

Painted Porch Advisors's IEF Position: Q1 2025 in Review

Painted Porch Advisors sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q1 2025, closing a stake of 364 shares — an estimated $33.7K sold.

Painted Porch Advisors first reported a position in IEF in Q4 2024 and held it in 1 quarter. The position peaked at $33.7K in Q4 2024. 983 funds tracked by Wall St. Rank hold IEF as of Q1 2025.

  • Painted Porch Advisors reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Painted Porch Advisors sold 364 iShares 7-10 Year Treasury Bond ETF shares in Q1 2025, an estimated $33.7K.
  • Painted Porch Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2024 and held it in 1 quarter.
  • Painted Porch Advisors's iShares 7-10 Year Treasury Bond ETF position peaked at $33.7K in Q4 2024.
  • 983 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2025.

Based on Painted Porch Advisors's 13F filing for Q1 2025, filed 14 Jul 2025.