Stephens Consulting’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Stephens Consulting’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	-7	Closed	-$668	–	1564
2025 Q1	$668	Hold	7	–	–	﹤0.01%	852
2024 Q4	$648	Sell	7 -799	-99%	-$75.5K	﹤0.01%	494
2024 Q3	$79.1K	Hold	806	–	–	0.02%	150
2024 Q2	$75.5K	Buy	806 +799	+11,414%	+$74.2K	0.02%	151
2024 Q1	$663	Hold	7	–	–	﹤0.01%	453
2023 Q4	$675	Hold	7	–	–	﹤0.01%	460
2023 Q3	$642	Sell	7 -125	-95%	-$11.8K	﹤0.01%	470
2023 Q2	$12.8K	Sell	132 -47	-26%	-$4.62K	0.01%	282
2023 Q1	$17.7K	Buy	+179	New	+$17.5K	0.01%	257

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

Stephens Consulting's IEF Position: Q2 2025 in Review

Stephens Consulting sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q2 2025, closing a stake of 7 shares — an estimated $668 sold.

Stephens Consulting first reported a position in IEF in Q1 2023 and held it in 9 quarters. The position peaked at $79.1K in Q3 2024. 1,012 funds tracked by Wall St. Rank hold IEF as of Q2 2025.

Stephens Consulting reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q2 2025 after selling out during the quarter.
Stephens Consulting sold 7 iShares 7-10 Year Treasury Bond ETF shares in Q2 2025, an estimated $668.
Stephens Consulting first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2023 and held it in 9 quarters.
Stephens Consulting's iShares 7-10 Year Treasury Bond ETF position peaked at $79.1K 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 Stephens Consulting's 13F filing for Q2 2025, filed 25 Jul 2025.