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Summit Securities Group’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Summit Securities 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
2024
Q1 		– Sell
-8,000
Closed -$771K – 673
2023
Q4 		$771K Buy
+8,000
New +$740K 0.07% 157

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

Summit Securities Group's IEF Position: Q3 2025 in Review

Summit Securities Group sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q3 2025, closing a stake of 100 shares — an estimated $9.58K sold.

Summit Securities Group first reported a position in IEF in Q3 2015 and held it in 3 quarters. The position peaked at $291K in Q3 2015. 1,000 funds tracked by Wall St. Rank hold IEF as of Q3 2025.

  • Summit Securities Group reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Summit Securities Group sold 100 iShares 7-10 Year Treasury Bond ETF shares in Q3 2025, an estimated $9.58K.
  • Summit Securities Group first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2015 and held it in 3 quarters.
  • Summit Securities Group's iShares 7-10 Year Treasury Bond ETF position peaked at $291K in Q3 2015.
  • 1,000 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2025.

Based on Summit Securities Group's 13F filing for Q3 2025, filed 13 Nov 2025.