Tower Wealth Partners’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Tower Wealth Partners’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	–	Sell	-2,401	Closed	-$229K	–	89
2025 Q1	$229K	Buy	2,401 +59	+3%	+$5.52K	0.12%	72
2024 Q4	$217K	Sell	2,342 -2,655	-53%	-$251K	0.11%	69
2024 Q3	$490K	Buy	4,997 +53	+1%	+$5.12K	0.29%	32
2024 Q2	$463K	Sell	4,944 -1,946	-28%	-$181K	0.29%	32
2024 Q1	$652K	Buy	6,890 +91	+1%	+$8.62K	0.42%	27
2023 Q4	$655K	Buy	6,799 +792	+13%	+$73.2K	0.46%	25
2023 Q3	$550K	Buy	6,007 +40	+0.7%	+$3.77K	0.45%	28
2023 Q2	$576K	Buy	+5,967	New	+$587K	0.46%	26
2021 Q2	–	Sell	-2,876	Closed	-$325K	–	51
2021 Q1	$325K	Sell	2,876 -96,290	-97%	-$11.2M	0.42%	36
2020 Q4	$11.9M	Buy	+99,166	New	+$11.9M	13.63%	1

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

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

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

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

Tower Wealth Partners's IEF Position: Q2 2025 in Review

Tower Wealth Partners sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q2 2025, closing a stake of 2,401 shares — an estimated $229K sold.

Tower Wealth Partners first reported a position in IEF in Q4 2020 and held it in 10 quarters. The position peaked at $11.9M in Q4 2020. 1,013 funds tracked by Wall St. Rank hold IEF as of Q2 2025.

Tower Wealth Partners reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q2 2025 after selling out during the quarter.
Tower Wealth Partners sold 2,401 iShares 7-10 Year Treasury Bond ETF shares in Q2 2025, an estimated $229K.
Tower Wealth Partners first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2020 and held it in 10 quarters.
Tower Wealth Partners's iShares 7-10 Year Treasury Bond ETF position peaked at $11.9M in Q4 2020.
1,013 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2025.

Based on Tower Wealth Partners's 13F filing for Q2 2025, filed 28 Jul 2025.