Presidio Capital Management’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Presidio Capital 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 Q1	–	Sell	-16,324	Closed	-$1.51M	–	79
2024 Q4	$1.51M	Buy	16,324 +1,362	+9%	+$129K	0.81%	15
2024 Q3	$1.47M	Sell	14,962 -161,883	-92%	-$15.6M	0.94%	14
2024 Q2	$16.6M	Buy	176,845 +8,442	+5%	+$784K	11.58%	3
2024 Q1	$15.9M	Buy	168,403 +53,727	+47%	+$5.09M	11.62%	3
2023 Q4	$11.1M	Buy	114,676 +27,277	+31%	+$2.52M	8.63%	5
2023 Q3	$8M	Buy	87,399 +83,453	+2,115%	+$7.87M	7.03%	6
2023 Q2	$381K	Buy	3,946 +1,073	+37%	+$105K	0.31%	26
2023 Q1	$285K	Buy	+2,873	New	+$281K	0.25%	28

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

Presidio Capital Management's IEF Position: Q1 2025 in Review

Presidio Capital Management sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q1 2025, closing a stake of 16,324 shares — an estimated $1.51M sold.

Presidio Capital Management first reported a position in IEF in Q1 2023 and held it in 8 quarters. The position peaked at $16.6M in Q2 2024. 983 funds tracked by Wall St. Rank hold IEF as of Q1 2025.

Presidio Capital Management reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q1 2025 after selling out during the quarter.
Presidio Capital Management sold 16,324 iShares 7-10 Year Treasury Bond ETF shares in Q1 2025, an estimated $1.51M.
Presidio Capital Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2023 and held it in 8 quarters.
Presidio Capital Management's iShares 7-10 Year Treasury Bond ETF position peaked at $16.6M in Q2 2024.
983 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2025.

Based on Presidio Capital Management's 13F filing for Q1 2025, filed 8 Apr 2025.