PKS Advisory Services’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

PKS Advisory Services’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	-10,149	Closed	-$972K	–	260
2025 Q2	$972K	Sell	10,149 -38	-0.4%	-$3.59K	0.24%	84
2025 Q1	$971K	Buy	+10,187	New	+$953K	0.27%	77

Other funds holding IEF

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

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

PKS Advisory Services's IEF Position: Q3 2025 in Review

PKS Advisory Services sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q3 2025, closing a stake of 10,149 shares — an estimated $972K sold.

PKS Advisory Services first reported a position in IEF in Q1 2025 and held it in 2 quarters. The position peaked at $972K in Q2 2025. 1,000 funds tracked by Wall St. Rank hold IEF as of Q3 2025.

PKS Advisory Services reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q3 2025 after selling out during the quarter.
PKS Advisory Services sold 10,149 iShares 7-10 Year Treasury Bond ETF shares in Q3 2025, an estimated $972K.
PKS Advisory Services first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2025 and held it in 2 quarters.
PKS Advisory Services's iShares 7-10 Year Treasury Bond ETF position peaked at $972K 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 PKS Advisory Services's 13F filing for Q3 2025, filed 12 Nov 2025.