Transatlantique Private Wealth’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Transatlantique Private Wealth’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	$731K	Sell	7,597 -5,882	-44%	-$569K	0.23%	123
2025 Q3	$1.3M	Buy	+13,479	New	+$1.29M	0.43%	66
2023 Q4	–	Sell	-7,571	Closed	-$693K	–	218
2023 Q3	$693K	Buy	+7,571	New	+$714K	0.37%	94

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

BTI

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

Transatlantique Private Wealth's IEF Position: Q4 2025 in Review

Transatlantique Private Wealth reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 44% in Q4 2025, selling an estimated $569K and leaving 7,597 shares worth $731K. The position accounts for 0.23% of the portfolio, ranked #123.

Transatlantique Private Wealth first reported a position in IEF in Q3 2023 and has held it in 3 quarters since. The position peaked at $1.3M in Q3 2025. 1,090 funds tracked by Wall St. Rank hold IEF as of Q4 2025.

Transatlantique Private Wealth held 7,597 shares of iShares 7-10 Year Treasury Bond ETF worth $731K as of Q4 2025.
Transatlantique Private Wealth sold 5,882 iShares 7-10 Year Treasury Bond ETF shares in Q4 2025, an estimated $569K.
iShares 7-10 Year Treasury Bond ETF made up 0.23% of Transatlantique Private Wealth's portfolio in Q4 2025, its #123 holding.
Transatlantique Private Wealth first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2023 and has held it in 3 quarters since.
Transatlantique Private Wealth's iShares 7-10 Year Treasury Bond ETF position peaked at $1.3M in Q3 2025.
1,090 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q4 2025.

Based on Transatlantique Private Wealth's 13F filing for Q4 2025, filed 10 Feb 2026.