TCPG
IEF icon

Trivant Custom Portfolio Group’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Trivant Custom Portfolio Group’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
-303
Closed -$28.9K – 146
2025
Q1 		$28.9K Buy
303
+127
+72% +$11.9K 0.02% 112
2024
Q4 		$16.3K Buy
176
+11
+7% +$1.04K 0.01% 126
2024
Q3 		$16.2K Buy
165
+10
+6% +$967 0.01% 124
2024
Q2 		$14.5K Buy
155
+39
+34% +$3.62K 0.01% 144
2024
Q1 		$11K Buy
+116
New +$11K 0.01% 155

Other funds holding IEF

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 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 $374B AUM 17.66% 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

Trivant Custom Portfolio Group's IEF Position: Q2 2025 in Review

Trivant Custom Portfolio Group sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q2 2025, closing a stake of 303 shares — an estimated $28.9K sold.

Trivant Custom Portfolio Group first reported a position in IEF in Q1 2024 and held it in 5 quarters. The position peaked at $28.9K in Q1 2025. 1,012 funds tracked by Wall St. Rank hold IEF as of Q2 2025.

  • Trivant Custom Portfolio Group reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Trivant Custom Portfolio Group sold 303 iShares 7-10 Year Treasury Bond ETF shares in Q2 2025, an estimated $28.9K.
  • Trivant Custom Portfolio Group first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2024 and held it in 5 quarters.
  • Trivant Custom Portfolio Group's iShares 7-10 Year Treasury Bond ETF position peaked at $28.9K in Q1 2025.
  • 1,012 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2025.

Based on Trivant Custom Portfolio Group's 13F filing for Q2 2025, filed 12 Aug 2025.