Provident Wealth Management’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Provident Wealth 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	-26	Closed	-$2.49K	–	141
2025 Q2	$2.49K	Sell	26 -1	-4%	-$95	﹤0.01%	130
2025 Q1	$2.58K	Hold	27	–	–	﹤0.01%	125
2024 Q4	$2.5K	Hold	27	–	–	﹤0.01%	116
2024 Q3	$2.65K	Hold	27	–	–	﹤0.01%	118
2024 Q2	$2.53K	Hold	27	–	–	﹤0.01%	112
2024 Q1	$2.56K	Buy	+27	New	+$2.56K	﹤0.01%	104

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

Provident Wealth Management's IEF Position: Q3 2025 in Review

Provident Wealth Management sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q3 2025, closing a stake of 26 shares — an estimated $2.49K sold.

Provident Wealth Management first reported a position in IEF in Q1 2024 and held it in 6 quarters. The position peaked at $2.65K in Q3 2024. 1,000 funds tracked by Wall St. Rank hold IEF as of Q3 2025.

Provident Wealth Management reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q3 2025 after selling out during the quarter.
Provident Wealth Management sold 26 iShares 7-10 Year Treasury Bond ETF shares in Q3 2025, an estimated $2.49K.
Provident Wealth Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2024 and held it in 6 quarters.
Provident Wealth Management's iShares 7-10 Year Treasury Bond ETF position peaked at $2.65K in Q3 2024.
1,000 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2025.

Based on Provident Wealth Management's 13F filing for Q3 2025, filed 16 Oct 2025.