Total Investment Management’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Total Investment 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 Q3	–	Sell	-79	Closed	-$7.57K	–	435
2025 Q2	$7.57K	Buy	+79	New	+$7.47K	﹤0.01%	372
2021 Q3	–	Sell	-19,938	Closed	-$2.3M	–	58
2021 Q2	$2.3M	Buy	+19,938	New	+$2.28M	0.4%	19
2020 Q3	–	Sell	-3,199	Closed	-$390K	–	47
2020 Q2	$390K	Buy	+3,199	New	+$389K	0.14%	18

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Total Investment Management's IEF Position: Q3 2025 in Review

Total Investment Management sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q3 2025, closing a stake of 79 shares — an estimated $7.57K sold.

Total Investment Management first reported a position in IEF in Q2 2020 and held it in 3 quarters. The position peaked at $2.3M in Q2 2021. 1,001 funds tracked by Wall St. Rank hold IEF as of Q3 2025.

Total Investment Management reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q3 2025 after selling out during the quarter.
Total Investment Management sold 79 iShares 7-10 Year Treasury Bond ETF shares in Q3 2025, an estimated $7.57K.
Total Investment Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2020 and held it in 3 quarters.
Total Investment Management's iShares 7-10 Year Treasury Bond ETF position peaked at $2.3M in Q2 2021.
1,001 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2025.

Based on Total Investment Management's 13F filing for Q3 2025, filed 13 Nov 2025.