Truvestments Capital’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Truvestments Capital’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	-1,053	Closed	-$100K	–	1033
2025 Q1	$100K	Buy	+1,053	New	+$98.5K	0.02%	294
2024 Q2	–	Sell	-23	Closed	-$2.18K	–	436
2024 Q1	$2.18K	Sell	23 -44	-66%	-$4.17K	﹤0.01%	617
2023 Q4	$6.46K	Buy	+67	New	+$6.2K	﹤0.01%	564
2023 Q3	–	Sell	-185	Closed	-$17.9K	–	694
2023 Q2	$17.9K	Hold	185	–	–	0.01%	386
2023 Q1	$18.3K	Sell	185 -1,550	-89%	-$152K	0.01%	376
2022 Q4	$166K	Sell	1,735 -82	-5%	-$7.87K	0.09%	177
2022 Q3	$174K	Sell	1,817 -45	-2%	-$4.57K	0.11%	158
2022 Q2	$190K	Sell	1,862 -658	-26%	-$67.5K	0.11%	156
2022 Q1	$271K	Buy	2,520 +1	+0%	+$111	0.15%	133
2021 Q4	$290K	Buy	2,519 +20	+0.8%	+$2.3K	0.15%	132
2021 Q3	$288K	Sell	2,499 -1,172	-32%	-$137K	0.16%	130
2021 Q2	$424K	Sell	3,671 -387	-10%	-$44.3K	0.23%	109
2021 Q1	$458K	Buy	4,058 +46	+1%	+$5.36K	0.26%	103
2020 Q4	$481K	Sell	4,012 -34	-0.8%	-$4.09K	0.33%	80
2020 Q3	$492K	Buy	+4,046	New	+$494K	0.44%	69

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

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

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

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Truvestments Capital's IEF Position: Q2 2025 in Review

Truvestments Capital sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q2 2025, closing a stake of 1,053 shares — an estimated $100K sold.

Truvestments Capital first reported a position in IEF in Q3 2020 and held it in 15 quarters. The position peaked at $492K in Q3 2020. 1,013 funds tracked by Wall St. Rank hold IEF as of Q2 2025.

Truvestments Capital reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q2 2025 after selling out during the quarter.
Truvestments Capital sold 1,053 iShares 7-10 Year Treasury Bond ETF shares in Q2 2025, an estimated $100K.
Truvestments Capital first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2020 and held it in 15 quarters.
Truvestments Capital's iShares 7-10 Year Treasury Bond ETF position peaked at $492K in Q3 2020.
1,013 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2025.

Based on Truvestments Capital's 13F filing for Q2 2025, filed 13 Aug 2025.