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Roger Wittlin Investment Advisory’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Roger Wittlin Investment Advisory’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
-2,990
Closed -$285K – 44
2025
Q1 		$285K Buy
2,990
+18
+0.6% +$1.68K 0.17% 39
2024
Q4 		$275K Buy
2,972
+37
+1% +$3.5K 0.15% 39
2024
Q3 		$288K Buy
2,935
+27
+0.9% +$2.61K 0.17% 44
2024
Q2 		$272K Buy
+2,908
New +$270K 0.17% 41

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 $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Roger Wittlin Investment Advisory's IEF Position: Q2 2025 in Review

Roger Wittlin Investment Advisory sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q2 2025, closing a stake of 2,990 shares — an estimated $285K sold.

Roger Wittlin Investment Advisory first reported a position in IEF in Q2 2024 and held it in 4 quarters. The position peaked at $288K in Q3 2024. 1,012 funds tracked by Wall St. Rank hold IEF as of Q2 2025.

  • Roger Wittlin Investment Advisory reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Roger Wittlin Investment Advisory sold 2,990 iShares 7-10 Year Treasury Bond ETF shares in Q2 2025, an estimated $285K.
  • Roger Wittlin Investment Advisory first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2024 and held it in 4 quarters.
  • Roger Wittlin Investment Advisory's iShares 7-10 Year Treasury Bond ETF position peaked at $288K in Q3 2024.
  • 1,012 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2025.

Based on Roger Wittlin Investment Advisory's 13F filing for Q2 2025, filed 15 Jul 2025.