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

Semmax Financial 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	$4.23M	Buy	44,343 +824	+2%	+$77.9K	1.09%	34
2025 Q1	$4.11M	Buy	43,519 +1,345	+3%	+$126K	1.11%	33
2024 Q4	$3.92M	Sell	42,174 -38,038	-47%	-$3.59M	1.05%	37
2024 Q3	$7.49M	Buy	80,212 +4,008	+5%	+$387K	2.06%	5
2024 Q2	$7.42M	Buy	76,204 +7,357	+11%	+$683K	2.23%	5
2024 Q1	$6.38M	Buy	68,847 +2,794	+4%	+$265K	2.1%	7
2023 Q4	$6.18M	Buy	66,053 +449	+0.7%	+$41.5K	2.25%	7
2023 Q3	$5.98M	Buy	+65,604	New	+$6.19M	2.39%	6
2022 Q4	$0	Hold	5	–	–	﹤0.01%	291
2022 Q3	$0	Hold	5	–	–	﹤0.01%	275
2022 Q2	$0	Hold	5	–	–	﹤0.01%	281
2022 Q1	$1K	Buy	+5	New	+$555	﹤0.01%	261

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

Semmax Financial Advisors's IEF Position: Q2 2025 in Review

Semmax Financial Advisors increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 1.9% in Q2 2025, buying an estimated $77.9K and bringing the position to 44,343 shares worth $4.23M. The position accounts for 1.09% of the portfolio, ranked #34.

Semmax Financial Advisors first reported a position in IEF in Q1 2022 and has held it in 12 quarters since. The position peaked at $7.49M in Q3 2024. 1,012 funds tracked by Wall St. Rank hold IEF as of Q2 2025.

Semmax Financial Advisors held 44,343 shares of iShares 7-10 Year Treasury Bond ETF worth $4.23M as of Q2 2025.
Semmax Financial Advisors bought 824 iShares 7-10 Year Treasury Bond ETF shares in Q2 2025, an estimated $77.9K.
iShares 7-10 Year Treasury Bond ETF made up 1.09% of Semmax Financial Advisors's portfolio in Q2 2025, its #34 holding.
Semmax Financial Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2022 and has held it in 12 quarters since.
Semmax Financial Advisors's iShares 7-10 Year Treasury Bond ETF position peaked at $7.49M 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 Semmax Financial Advisors's 13F filing for Q2 2025, filed 15 Aug 2025.