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

Rise 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 Q4	–	Sell	-90	Closed	-$8.64K	–	719
2025 Q3	$8.64K	Sell	90 -2	-2%	-$191	﹤0.01%	1054
2025 Q2	$8.78K	Buy	92 +4	+5%	+$378	﹤0.01%	1050
2025 Q1	$8.38K	Buy	88 +1	+1%	+$94	﹤0.01%	1092
2024 Q4	$8.07K	Buy	87 +1	+1%	+$94	﹤0.01%	1021
2024 Q3	$8.46K	Buy	+86	New	+$8.31K	﹤0.01%	1033
2023 Q3	–	Sell	-14	Closed	-$1.32K	–	642
2023 Q2	$1.39K	Hold	14	–	–	﹤0.01%	549
2023 Q1	$1.41K	Hold	14	–	–	﹤0.01%	613
2022 Q4	$1.36K	Hold	14	–	–	﹤0.01%	615
2022 Q3	$1K	Hold	14	–	–	﹤0.01%	630
2022 Q2	$1K	Buy	+14	New	+$1.44K	﹤0.01%	637

Other funds holding IEF

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Rise Advisors's IEF Position: Q4 2025 in Review

Rise Advisors sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q4 2025, closing a stake of 90 shares — an estimated $8.64K sold.

Rise Advisors first reported a position in IEF in Q2 2022 and held it in 10 quarters. The position peaked at $8.78K in Q2 2025. 1,091 funds tracked by Wall St. Rank hold IEF as of Q4 2025.

Rise Advisors reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q4 2025 after selling out during the quarter.
Rise Advisors sold 90 iShares 7-10 Year Treasury Bond ETF shares in Q4 2025, an estimated $8.64K.
Rise Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2022 and held it in 10 quarters.
Rise Advisors's iShares 7-10 Year Treasury Bond ETF position peaked at $8.78K in Q2 2025.
1,091 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.