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TruWealth Advisors’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

TruWealth Advisors’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
Q1 		– Sell
-2,315
Closed -$214K – 164
2024
Q4 		$214K Sell
2,315
-299
-11% -$28.3K 0.01% 155
2024
Q3 		$257K Sell
2,614
-2,536
-49% -$245K 0.02% 141
2024
Q2 		$482K Sell
5,150
-525,599
-99% -$48.8M 0.03% 107
2024
Q1 		$50.2M Buy
530,749
+30,527
+6% +$2.89M 3.5% 7
2023
Q4 		$48.2M Buy
500,222
+11,257
+2% +$1.04M 3.68% 7
2023
Q3 		$44.8M Buy
488,965
+26,370
+6% +$2.49M 3.85% 7
2023
Q2 		$44.7M Buy
462,595
+245,647
+113% +$24.1M 3.84% 7
2023
Q1 		$21.5M Buy
216,948
+115,101
+113% +$11.3M 1.97% 14
2022
Q4 		$9.75M Buy
+101,847
New +$9.78M 0.95% 32

Other funds holding IEF

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

TruWealth Advisors's IEF Position: Q1 2025 in Review

TruWealth Advisors sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q1 2025, closing a stake of 2,315 shares — an estimated $214K sold.

TruWealth Advisors first reported a position in IEF in Q4 2022 and held it in 9 quarters. The position peaked at $50.2M in Q1 2024. 983 funds tracked by Wall St. Rank hold IEF as of Q1 2025.

  • TruWealth Advisors reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q1 2025 after selling out during the quarter.
  • TruWealth Advisors sold 2,315 iShares 7-10 Year Treasury Bond ETF shares in Q1 2025, an estimated $214K.
  • TruWealth Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2022 and held it in 9 quarters.
  • TruWealth Advisors's iShares 7-10 Year Treasury Bond ETF position peaked at $50.2M in Q1 2024.
  • 983 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2025.

Based on TruWealth Advisors's 13F filing for Q1 2025, filed 10 Apr 2025.