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

PSI 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
2025 Q2	–	Sell	-715	Closed	-$68.2K	–	367
2025 Q1	$68.2K	Sell	715 -20	-3%	-$1.87K	0.02%	201
2024 Q4	$68K	Buy	735 +82	+13%	+$7.75K	0.02%	233
2024 Q3	$64.1K	Buy	653 +109	+20%	+$10.5K	0.02%	240
2024 Q2	$50.9K	Buy	+544	New	+$50.5K	0.02%	256
2024 Q1	–	Sell	-430	Closed	-$41.4K	–	831
2023 Q4	$41.4K	Hold	430	–	–	0.02%	287
2023 Q3	$39.4K	Hold	430	–	–	0.02%	275
2023 Q2	$41.5K	Hold	430	–	–	0.02%	266
2023 Q1	$42.6K	Buy	+430	New	+$42K	0.02%	243
2022 Q4	–	Sell	-430	Closed	-$41K	–	797
2022 Q3	$41K	Hold	430	–	–	0.02%	252
2022 Q2	$44K	Buy	+430	New	+$44.1K	0.02%	268

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

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

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

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

PSI Advisors's IEF Position: Q2 2025 in Review

PSI Advisors sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q2 2025, closing a stake of 715 shares — an estimated $68.2K sold.

PSI Advisors first reported a position in IEF in Q2 2022 and held it in 10 quarters. The position peaked at $68.2K in Q1 2025. 1,012 funds tracked by Wall St. Rank hold IEF as of Q2 2025.

PSI Advisors reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q2 2025 after selling out during the quarter.
PSI Advisors sold 715 iShares 7-10 Year Treasury Bond ETF shares in Q2 2025, an estimated $68.2K.
PSI Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2022 and held it in 10 quarters.
PSI Advisors's iShares 7-10 Year Treasury Bond ETF position peaked at $68.2K in Q1 2025.
1,012 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2025.

Based on PSI Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.