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

Provenance Wealth 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
2026
Q1 		$5.92K Sell
62
-28
-31% -$2.69K ﹤0.01% 336
2025
Q4 		$8.65K Buy
90
+53
+143% +$5.13K ﹤0.01% 313
2025
Q3 		$3.57K Buy
37
+28
+311% +$2.68K ﹤0.01% 371
2025
Q2 		$862 Hold
9
– – ﹤0.01% 410
2025
Q1 		$858 Hold
9
– – ﹤0.01% 484
2024
Q4 		$832 Sell
9
-61
-87% -$5.76K ﹤0.01% 510
2024
Q3 		$6.87K Buy
70
+61
+678% +$5.9K ﹤0.01% 376
2024
Q2 		$843 Sell
9
-755
-99% -$70.1K ﹤0.01% 460
2024
Q1 		$72.3K Hold
764
– – 0.01% 204
2023
Q4 		$73.6K Buy
764
+755
+8,389% +$69.8K 0.01% 184
2023
Q3 		$824 Buy
+9
New +$849 ﹤0.01% 428

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 $1.47T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return