Tobias Financial Advisors’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Tobias Financial Advisors’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	–	Sell	-2,370	Closed	-$227K	–	135
2025 Q2	$227K	Sell	2,370 -2,807	-54%	-$265K	0.04%	114
2025 Q1	$494K	Sell	5,177 -349,651	-99%	-$32.7M	0.1%	73
2024 Q4	$32.8M	Buy	354,828 +1,378	+0.4%	+$130K	6.59%	3
2024 Q3	$34.7M	Buy	353,450 +21,014	+6%	+$2.03M	6.95%	3
2024 Q2	$31.1M	Buy	332,436 +14,242	+4%	+$1.32M	6.71%	5
2024 Q1	$30.1M	Buy	318,194 +20,401	+7%	+$1.93M	6.82%	3
2023 Q4	$28.7M	Buy	+297,793	New	+$27.5M	6.99%	2

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

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

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

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

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 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

Tobias Financial Advisors's IEF Position: Q3 2025 in Review

Tobias Financial Advisors sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q3 2025, closing a stake of 2,370 shares — an estimated $227K sold.

Tobias Financial Advisors first reported a position in IEF in Q4 2023 and held it in 7 quarters. The position peaked at $34.7M in Q3 2024. 1,001 funds tracked by Wall St. Rank hold IEF as of Q3 2025.

Tobias Financial Advisors reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q3 2025 after selling out during the quarter.
Tobias Financial Advisors sold 2,370 iShares 7-10 Year Treasury Bond ETF shares in Q3 2025, an estimated $227K.
Tobias Financial Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2023 and held it in 7 quarters.
Tobias Financial Advisors's iShares 7-10 Year Treasury Bond ETF position peaked at $34.7M in Q3 2024.
1,001 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2025.

Based on Tobias Financial Advisors's 13F filing for Q3 2025, filed 3 Nov 2025.