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

Parkside 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 Q2	$31.1M	Buy	324,216 +2,979	+0.9%	+$282K	6.82%	4
2025 Q1	$30.6M	Sell	321,237 -938	-0.3%	-$87.8K	7.38%	3
2024 Q4	$29.8M	Buy	322,175 +12,102	+4%	+$1.14M	7.02%	3
2024 Q3	$30.4M	Buy	310,073 +17,222	+6%	+$1.66M	7.22%	3
2024 Q2	$27.4M	Buy	+292,851	New	+$27.2M	7.01%	3

Other funds holding IEF

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Parkside Advisors's IEF Position: Q2 2025 in Review

Parkside Advisors increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 0.93% in Q2 2025, buying an estimated $282K and bringing the position to 324,216 shares worth $31.1M. The position accounts for 6.82% of the portfolio, ranked #4.

Parkside Advisors first reported a position in IEF in Q2 2024 and has held it in 5 quarters since. 1,013 funds tracked by Wall St. Rank hold IEF as of Q2 2025.

Parkside Advisors held 324,216 shares of iShares 7-10 Year Treasury Bond ETF worth $31.1M as of Q2 2025.
Parkside Advisors bought 2,979 iShares 7-10 Year Treasury Bond ETF shares in Q2 2025, an estimated $282K.
iShares 7-10 Year Treasury Bond ETF made up 6.82% of Parkside Advisors's portfolio in Q2 2025, its #4 holding.
Parkside Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2024 and has held it in 5 quarters since.
1,013 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2025.

Based on Parkside Advisors's 13F filing for Q2 2025, filed 9 Jul 2025.