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Siligmueller & Norvid Wealth Advisors’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Siligmueller & Norvid Wealth 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
Q3 		$4.17M Buy
+43,223
New +$4.13M 1.88% 17

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Siligmueller & Norvid Wealth Advisors's IEF Position: Q3 2025 in Review

Siligmueller & Norvid Wealth Advisors opened a new position in iShares 7-10 Year Treasury Bond ETF (IEF) in Q3 2025: 43,223 shares worth $4.17M. The stake represents 1.88% of the portfolio and ranks #17 among its holdings.

1,000 funds tracked by Wall St. Rank hold IEF as of Q3 2025.

  • Siligmueller & Norvid Wealth Advisors held 43,223 shares of iShares 7-10 Year Treasury Bond ETF worth $4.17M as of Q3 2025.
  • iShares 7-10 Year Treasury Bond ETF was a new Siligmueller & Norvid Wealth Advisors position in Q3 2025.
  • iShares 7-10 Year Treasury Bond ETF made up 1.88% of Siligmueller & Norvid Wealth Advisors's portfolio in Q3 2025, its #17 holding.
  • 1,000 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2025.

Based on Siligmueller & Norvid Wealth Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.