Sonora Investment Management Group’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Sonora Investment Management Group’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	$218K	Buy	+2,256	New	+$216K	0.02%	260

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Sonora Investment Management Group's IEF Position: Q3 2025 in Review

Sonora Investment Management Group opened a new position in iShares 7-10 Year Treasury Bond ETF (IEF) in Q3 2025: 2,256 shares worth $218K. The stake represents 0.02% of the portfolio and ranks #260 among its holdings.

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

Sonora Investment Management Group held 2,256 shares of iShares 7-10 Year Treasury Bond ETF worth $218K as of Q3 2025.
iShares 7-10 Year Treasury Bond ETF was a new Sonora Investment Management Group position in Q3 2025.
iShares 7-10 Year Treasury Bond ETF made up 0.02% of Sonora Investment Management Group's portfolio in Q3 2025, its #260 holding.
1,000 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2025.

Based on Sonora Investment Management Group's 13F filing for Q3 2025, filed 7 Oct 2025.