Smith Salley Wealth Management’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Smith Salley Wealth Management’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	-45,975	Closed	-$4.38M	–	260
2025 Q1	$4.38M	Buy	45,975 +1,433	+3%	+$134K	0.29%	62
2024 Q4	$4.12M	Buy	44,542 +656	+1%	+$62K	0.26%	62
2024 Q3	$4.31M	Buy	43,886 +1,749	+4%	+$169K	0.28%	64
2024 Q2	$3.95M	Sell	42,137 -31,897	-43%	-$2.96M	0.28%	63
2024 Q1	$7.01M	Sell	74,034 -12,009	-14%	-$1.14M	0.54%	49
2023 Q4	$8.29M	Buy	86,043 +1,323	+2%	+$122K	0.54%	50
2023 Q3	$7.76M	Buy	84,720 +2,291	+3%	+$216K	0.58%	50
2023 Q2	$7.96M	Buy	82,429 +4,765	+6%	+$468K	0.59%	48
2023 Q1	$7.7M	Sell	77,664 -18,414	-19%	-$1.8M	0.61%	50
2022 Q4	$9.2M	Buy	96,078 +46,803	+95%	+$4.49M	0.79%	43
2022 Q3	$4.73M	Buy	49,275 +4,640	+10%	+$471K	0.44%	60
2022 Q2	$4.57M	Buy	+44,635	New	+$4.58M	0.4%	63

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

Smith Salley Wealth Management's IEF Position: Q2 2025 in Review

Smith Salley Wealth Management sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q2 2025, closing a stake of 45,975 shares — an estimated $4.38M sold.

Smith Salley Wealth Management first reported a position in IEF in Q2 2022 and held it in 12 quarters. The position peaked at $9.2M in Q4 2022. 1,012 funds tracked by Wall St. Rank hold IEF as of Q2 2025.

Smith Salley Wealth Management reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q2 2025 after selling out during the quarter.
Smith Salley Wealth Management sold 45,975 iShares 7-10 Year Treasury Bond ETF shares in Q2 2025, an estimated $4.38M.
Smith Salley Wealth Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2022 and held it in 12 quarters.
Smith Salley Wealth Management's iShares 7-10 Year Treasury Bond ETF position peaked at $9.2M in Q4 2022.
1,012 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2025.

Based on Smith Salley Wealth Management's 13F filing for Q2 2025, filed 17 Jul 2025.