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

Tanglewood 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 Q4	–	Sell	-567,028	Closed	-$54.7M	–	37
2025 Q3	$54.7M	Buy	567,028 +1,824	+0.3%	+$174K	5.08%	7
2025 Q2	$54.1M	Buy	565,204 +6,598	+1%	+$624K	5.34%	6
2025 Q1	$53.3M	Buy	558,606 +549,653	+6,139%	+$51.4M	5.99%	5
2024 Q4	$828K	Buy	+8,953	New	+$846K	0.1%	23
2024 Q2	–	Sell	-209,971	Closed	-$19.9M	–	33
2024 Q1	$19.9M	Sell	209,971 -373,925	-64%	-$35.4M	2.46%	12
2023 Q4	$56.3M	Buy	+583,896	New	+$54M	6.89%	4
2020 Q2	–	Sell	-258,701	Closed	-$31.4M	–	18
2020 Q1	$31.4M	Buy	+258,701	New	+$29.8M	6.1%	5
2016 Q4	–	Sell	-258,158	Closed	-$28.9M	–	14
2016 Q3	$28.9M	Sell	258,158 -2,160	-0.8%	-$242K	10.39%	3
2016 Q2	$29.4M	Sell	260,318 -321	-0.1%	-$35.5K	10.84%	4
2016 Q1	$28.8M	Buy	260,639 +8,315	+3%	+$907K	9.9%	5
2015 Q4	$26.6M	Buy	+252,324	New	+$26.9M	10.55%	4

Other funds holding IEF

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Tanglewood Wealth Management's IEF Position: Q4 2025 in Review

Tanglewood Wealth Management sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q4 2025, closing a stake of 567,028 shares — an estimated $54.7M sold.

Tanglewood Wealth Management first reported a position in IEF in Q4 2015 and held it in 11 quarters. The position peaked at $56.3M in Q4 2023. 1,090 funds tracked by Wall St. Rank hold IEF as of Q4 2025.

Tanglewood Wealth Management reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q4 2025 after selling out during the quarter.
Tanglewood Wealth Management sold 567,028 iShares 7-10 Year Treasury Bond ETF shares in Q4 2025, an estimated $54.7M.
Tanglewood Wealth Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2015 and held it in 11 quarters.
Tanglewood Wealth Management's iShares 7-10 Year Treasury Bond ETF position peaked at $56.3M in Q4 2023.
1,090 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q4 2025.

Based on Tanglewood Wealth Management's 13F filing for Q4 2025, filed 29 Jan 2026.