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Phillips Financial Management’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Phillips Financial Management’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
Q3 		– Sell
-87
Closed -$8.33K – 309
2025
Q2 		$8.33K Buy
+87
New +$8.23K ﹤0.01% 260

Other funds holding IEF

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Phillips Financial Management's IEF Position: Q3 2025 in Review

Phillips Financial Management sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q3 2025, closing a stake of 87 shares — an estimated $8.33K sold.

Phillips Financial Management first reported a position in IEF in Q2 2025 and held it in 1 quarter. The position peaked at $8.33K in Q2 2025. 1,000 funds tracked by Wall St. Rank hold IEF as of Q3 2025.

  • Phillips Financial Management reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Phillips Financial Management sold 87 iShares 7-10 Year Treasury Bond ETF shares in Q3 2025, an estimated $8.33K.
  • Phillips Financial Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2025 and held it in 1 quarter.
  • Phillips Financial Management's iShares 7-10 Year Treasury Bond ETF position peaked at $8.33K in Q2 2025.
  • 1,000 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2025.

Based on Phillips Financial Management's 13F filing for Q3 2025, filed 24 Oct 2025.