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The Family Firm’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

The Family Firm’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 		$2.82M Buy
29,490
+11
+0% +$1.04K 0.68% 35
2025
Q1 		$2.81M Sell
29,479
-1,418
-5% -$133K 0.63% 35
2024
Q4 		$2.86M Buy
30,897
+2,461
+9% +$233K 0.64% 35
2024
Q3 		$2.79M Buy
28,436
+5,957
+27% +$576K 0.61% 36
2024
Q2 		$2.11M Buy
22,479
+1,047
+5% +$97.3K 0.47% 42
2024
Q1 		$2.03M Buy
21,432
+97
+0.5% +$9.19K 0.49% 42
2023
Q4 		$2.06M Buy
21,335
+474
+2% +$43.8K 0.53% 42
2023
Q3 		$1.91M Sell
20,861
-43
-0.2% -$4.06K 0.54% 42
2023
Q2 		$2.02M Buy
20,904
+372
+2% +$36.6K 0.53% 43
2023
Q1 		$2.04M Buy
20,532
+1,834
+10% +$179K 0.56% 38
2022
Q4 		$1.79M Sell
18,698
-4,900
-21% -$471K 0.52% 44
2022
Q3 		$2.27M Sell
23,598
-810
-3% -$82.2K 0.72% 31
2022
Q2 		$2.5M Sell
24,408
-144
-0.6% -$14.8K 0.74% 31
2022
Q1 		$2.64M Buy
24,552
+3,033
+14% +$337K 0.69% 32
2021
Q4 		$2.48M Buy
21,519
+577
+3% +$66.3K 0.64% 33
2021
Q3 		$2.39M Sell
20,942
-5,014
-19% -$586K 0.63% 37
2021
Q2 		$3M Buy
25,956
+6,042
+30% +$691K 0.82% 28
2021
Q1 		$2.25M Buy
19,914
+1,719
+9% +$200K 0.65% 35
2020
Q4 		$2.15M Buy
18,195
+3,468
+24% +$417K 0.64% 35
2020
Q3 		$1.79M Sell
14,727
-56
-0.4% -$6.83K 0.64% 35
2020
Q2 		$1.8M Sell
14,783
-1,173
-7% -$143K 0.67% 32
2020
Q1 		$1.94M Sell
15,956
-3,222
-17% -$371K 0.82% 26
2019
Q4 		$2.11M Sell
19,178
-92
-0.5% -$10.3K 0.72% 31
2019
Q3 		$2.17M Sell
19,270
-803
-4% -$89.6K 0.77% 28
2019
Q2 		$2.21M Buy
20,073
+211
+1% +$22.6K 0.78% 28
2019
Q1 		$2.12M Buy
19,862
+776
+4% +$81.1K 0.77% 28
2018
Q4 		$1.99M Sell
19,086
-362
-2% -$36.7K 0.8% 27
2018
Q3 		$1.97M Buy
19,448
+2,940
+18% +$300K 0.71% 33
2018
Q2 		$1.69M Buy
16,508
+3,376
+26% +$344K 0.63% 36
2018
Q1 		$1.35M Buy
13,132
+2,133
+19% +$220K 0.53% 40
2017
Q4 		$1.16M Buy
10,999
+3,472
+46% +$368K 0.46% 44
2017
Q3 		$802K Buy
7,527
+29
+0.4% +$3.11K 0.33% 55
2017
Q2 		$799K Buy
7,498
+28
+0.4% +$2.99K 0.35% 52
2017
Q1 		$789K Sell
7,470
-668
-8% -$70.2K 0.38% 47
2016
Q4 		$853K Sell
8,138
-1,097
-12% -$118K 0.4% 47
2016
Q3 		$1.03M Sell
9,235
-660
-7% -$74K 0.49% 44
2016
Q2 		$1.12M Sell
9,895
-489
-5% -$54.1K 0.56% 38
2016
Q1 		$1.15M Sell
10,384
-793
-7% -$86.5K 0.58% 39
2015
Q4 		$1.18M Sell
11,177
-256
-2% -$27.3K 0.63% 36
2015
Q3 		$1.23M Sell
11,433
-4,410
-28% -$468K 0.67% 31
2015
Q2 		$1.66M Sell
15,843
-1,299
-8% -$138K 0.86% 27
2015
Q1 		$1.86M Sell
17,142
-3,889
-18% -$420K 0.95% 26
2014
Q4 		$2.23M Buy
+21,031
New +$2.22M 1.16% 22

Other funds holding IEF

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

The Family Firm's IEF Position: Q2 2025 in Review

The Family Firm increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 0.04% in Q2 2025, buying an estimated $1.04K and bringing the position to 29,490 shares worth $2.82M. The position accounts for 0.68% of the portfolio, ranked #35.

The Family Firm first reported a position in IEF in Q4 2014 and has held it in 43 quarters since. The position peaked at $3M in Q2 2021. 1,013 funds tracked by Wall St. Rank hold IEF as of Q2 2025.

  • The Family Firm held 29,490 shares of iShares 7-10 Year Treasury Bond ETF worth $2.82M as of Q2 2025.
  • The Family Firm bought 11 iShares 7-10 Year Treasury Bond ETF shares in Q2 2025, an estimated $1.04K.
  • iShares 7-10 Year Treasury Bond ETF made up 0.68% of The Family Firm's portfolio in Q2 2025, its #35 holding.
  • The Family Firm first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2014 and has held it in 43 quarters since.
  • The Family Firm's iShares 7-10 Year Treasury Bond ETF position peaked at $3M in Q2 2021.
  • 1,013 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2025.

Based on The Family Firm's 13F filing for Q2 2025, filed 8 Aug 2025.